Tax Partner - Private Company

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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Tax Partner – Private Company

RSM is seeking an experienced Tax Partner to help lead and grow our Private Company tax practice in Toronto and the Greater Toronto Area. The successful candidate will serve as a trusted advisor to privately held, middle-market businesses, entrepreneurs, owner-managers and family enterprises, integrating Canadian corporate and personal tax advice with their business, ownership and family objectives. The role also includes advising high-net-worth individuals, trusts and family offices where their needs intersect with private business ownership.

This partner will lead complex client relationships and provide practical advice across the business lifecycle, including tax structuring, reorganizations, succession, estate and wealth transfer planning, and ongoing compliance. Working with other tax specialists, assurance and consulting professionals, and clients’ legal and financial advisors, the partner will coordinate integrated solutions, including cross-border advice where required.

As a senior leader in the Private Company practice, the partner will be accountable for client service, technical quality, responsible and profitable growth, engagement economics, and talent development. The role combines hands-on technical leadership with an entrepreneurial approach to building the Toronto market, developing future leaders, and contributing to the broader Tax practice.

Job Responsibilities:

Client and Technical Leadership

• Serve as the lead relationship partner and trusted tax advisor to privately held businesses, owner-managers and their families, translating complex tax matters into clear recommendations aligned with commercial and family priorities.

• Lead Canadian tax planning and implementation for private corporations and corporate groups, partnerships, shareholders and trusts, including business structuring, corporate reorganizations, ownership transitions and succession planning.

• Oversee integrated corporate, personal, trust and partnership tax compliance, including relevant elections and information reporting; provide senior review of significant technical positions, planning memoranda and implementation documentation.

• Lead complex technical research and the assessment of legislative and administrative developments; advise clients on implications and planning opportunities, and coordinate responses to Canada Revenue Agency and provincial tax authority enquiries, reviews and audits with specialists as appropriate.

• Coordinate with Canadian and U.S./international tax, M&A tax, indirect tax, estate and trust, and other specialists to address acquisitions, divestitures, cross-border structures and wealth transfer needs without requiring the partner to be a specialist in every discipline.

• Advise business owners and their families on estate, wealth transfer, post-mortem and philanthropic tax planning, working with legal counsel and other advisors to support effective implementation.

• Oversee tax accounting and provision support for private-company financial reporting engagements, coordinating with assurance teams on significant current and deferred tax matters.

Growth and Market Leadership

• Develop and execute a Toronto and Greater Toronto Area market strategy for private-company tax, with accountability for originating, winning and expanding appropriate client relationships and delivering responsible, profitable growth.

• Build and convert a qualified pipeline through existing clients, internal collaboration and relationships with lawyers, bankers, investment and wealth advisors, and other centres of influence serving entrepreneurs and family enterprises.

• Lead proposals, articulate compelling value propositions and agree appropriate engagement scope and fees; identify broader client needs and bring together relevant firm capabilities.

• Build market presence through client education, thought leadership, professional and business networks, and targeted industry initiatives; collaborate across offices and service lines to deepen strategic relationships.

Engagement and Operational Leadership

• Maintain partner accountability for engagement quality, client acceptance and continuance, staffing, scope, pricing, profitability, billing, collections and the overall client experience.

• Direct the client portfolio and engagement lifecycle, ensuring clear responsibilities, realistic budgets and timely delivery; address scope changes, resource constraints, quality issues and economic risks promptly.

• Champion standardized processes, tax technology, automation, data-driven insights and appropriate use of AI and global delivery capabilities to improve quality, scalability and client outcomes, while safeguarding confidential information and maintaining professional review.

• Exercise sound professional judgment, consult on significant technical and risk matters, and uphold the firm’s quality, independence, ethics, confidentiality and risk management expectations.

Talent and Enterprise Leadership

• Recruit, coach, sponsor and develop professionals at all levels, building Canadian private-company tax expertise and a sustainable pipeline of future partners and practice leaders.

• Foster an inclusive, collaborative and accountable team culture through clear expectations, timely feedback, meaningful development opportunities and a commitment to retaining talent.

• Lead succession and workforce p…