Senior Tax Advisor

Desjardins

. Act as a go-to expert and resource person for complex taxation mandates with significant organizational, partner and client impact .

Posted 10/7/2026full-timeMontréal • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in complex taxation mandates, including corporate reorganizations and tax optimization strategies, while effectively communicating tax concepts to diverse stakeholders. Proficient in developing advanced tax recommendations and collaborating with multidisciplinary teams to enhance client support.

Highest-signal resume keywords

Taxation ExpertiseAdvanced Tax RecommendationsMicrosoft 365 ProficiencyBilingual Proficiency in French and EnglishCPA Canada’s In-Depth Tax Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Optimization StrategiesCorporate ReorganizationsTax Document ProductionTax AnalysisFinancial PlanningTax Concepts ExplanationMethodology DevelopmentPolicy ImprovementComplex Taxation ProjectsStrategic Taxation Planning

Soft Skills

Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedNimble Learning

Certifications & Qualifications

Bachelor's Degree in Accounting, Law, Actuarial Studies, Finance or Related FieldCPA Canada’s In-Depth Tax Program

Industry Keywords

TaxationFinancial PlanningCorporate TaxationTrustsEstate MattersStrategic PartnershipsMultidisciplinary CollaborationTax MethodologiesTax PoliciesClient Support

About the role

Key responsibilities & impact

Act as a go-to expert and resource person for complex taxation mandates with significant organizational, partner and client impact
Lead the planning, analysis and completion of strategic taxation projects, influencing business directions and decisions
Develop, review and present advanced tax recommendations, particularly on corporate reorganizations and tax optimization strategies
Produce complex tax documents and analyses covering individuals, companies and trusts
Contribute to the development and continuous improvement of methodologies, tools, models, policies and practices supporting the team
Represent the team and organization on committees, special projects, training seminars and relationships with strategic partners and external organizations
Collaborate with multidisciplinary financial planning specialists to deliver comprehensive client support

Requirements

What you’ll need

Bachelor's degree in accounting, law, actuarial studies, finance or a related field
A minimum of six years of relevant experience in a role related to taxation and financial planning
Other combinations of qualifications and relevant experience may be considered
Specialization in taxation (AGD, master’s degree or CPA Canada’s In-Depth Tax Program)
Advanced proficiency in French
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Strong knowledge of and ability to clearly explain tax concepts applicable to individuals, corporations, trusts, and estate matters
Proficiency with Microsoft 365
Action oriented
Communicates effectively
Complexity
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Strategic mindset

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment