
Private Tax Manager with experience advising privately held businesses, high-net-worth individuals, multinationals, and family offices on complex Canadian tax matters. Highly skilled in corporate and personal tax planning, reorganizations, estate and trust structuring, and owner-manager compensation strategies. Proven ability to lead engagements, manage compliance for multi-entity groups, mentor staff, and deliver client-focused tax solutions.
- Tax compliance - corporate, partnerships, trusts, and personal
- Tax provisions
- Tax planning including reorganizations
- Microsoft suite (Excel, Word, Powerpoint Etc)
- Time management
- Tax research
- Taxprep, CCH iFirm
- Sufficient with AI tools and generating effective and efficient prompts
CPA - Successfully completed the CFE fall 2023. Obtained designation February 2024.
CPA Canada Tax In-Depth - Successfully completed Year 1 and Year 2 of the CPA Canada In-Depth Tax program and am currently enrolled in Year 3.