Tax Manager

About the role

This full‑time hybrid position leads the internal tax practice at SDG, overseeing day‑to‑day operations, production quality, and technical execution of the firm’s tax function. Reporting directly to the Owner, the Tax Manager ensures timely, high‑quality delivery of tax and year‑end files while meeting firm KPIs.

Key responsibilities

• Manage and review Canadian tax compliance and planning engagements for small businesses and high‑net‑worth clients.
• Review and finalize T1, T2, T3, T5013 filings, including elections, disclosures, and supporting schedules.
• Oversee cross‑border Canada‑U.S. tax files, ensuring proper reporting, treaty positions, and documentation.
• Identify tax planning opportunities and provide written and verbal recommendations on owner‑manager planning, corporate reorganizations, remuneration strategies, capital gains, and succession.
• Coordinate year‑end corporate files, financial statements, tax provisions, and reconciliations.
• Maintain client portfolios, timelines, deliverables, and service quality while communicating status updates.
• Provide guidance, technical feedback, and day‑to‑day support to staff accountants.
• Ensure quality control by reviewing workpapers, reducing rework, and improving documentation.
• Research and interpret tax legislation and CRA guidance, applying findings to client files.
• Support CRA matters, including audit responses, notice handling, and objections.
• Collaborate with leadership on workflow improvements, templates, and best practices.
• Identify additional client needs and support value‑added advisory services.

Required profile

• CPA, CGA, CMA, CA or equivalent designation (licensed in Canada).
• Completed or currently enrolled in the In‑Depth Tax Course.
• Minimum 5 + years of experience in a Canadian tax firm (small or large).
• Strong understanding of Canadian tax regulations and laws.
• High attention to detail, problem‑solving and analytical abilities.
• Exceptional verbal and written communication skills.

Required skills

• CPA, CGA, CMA, CA designation
• Canadian tax compliance
• Tax planning
• Cross‑border (Canada‑U.S.) tax expertise
• CRA audit support
• Preparation of T1, T2, T3, T5013 filings