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Perform due diligence for M&A transactions, analyze EBITDA, working capital, capex and forecasts, identify GAAP issues, prepare quality of earnings reports, coordinate data rooms, review transaction documents, support client relationships and collaborate with advisors to structure deals and post-acquisition considerations.

Lead tax advisory for high-net-worth families and family offices, delivering advanced Canadian tax planning across personal, corporate, trust, and estate matters; collaborate with financial planners; support succession, reorganizations, and intergenerational transfer; review compliance for Wealth & Family Office clients; build client relationships and mentor team members.

Manage and supervise staff accountants; ensure timely, accurate AP, bank/credit card, payroll and GST/WCB filings; perform reconciliations, ledger reviews, supporting schedules, client queries, and assist with audits and digital workplace processes. Provide guidance to staff and support senior personnel and ad-hoc client accounting tasks.