Financial Planner, CFP

Henderson Partners LLP is a leading CPA and advisory firm based in Oakville, known for exceptional service and trusted relationships with entrepreneurs and business families. As a Great Place to Work® Certified firm and a Top Place to Work for Women, we are committed to empowering our people and our clients to thrive.

Are you ready to advance your career with a firm that values innovation, collaboration, and growth? As we expand our Family Office services, we are seeking a Financial Planner who will play a pivotal role in delivering comprehensive, personalized financial strategies to our high-net-worth clients. You will help clients protect, grow, and transition their wealth with clarity and confidence while contributing to a fast-growing area of the firm.

As a key member of our Business Family Office team, the Financial Planner supports clients’ complex financial, investment, tax, retirement, insurance, and estate planning needs. You will work closely with the Director of Wealth Advisory Services, partners, and client service managers to create, present, and execute financial plans across a multidisciplinary team.

This role is ideal for a detail-oriented, relationship driven professional who thrives in an entrepreneurial environment and brings depth of expertise in financial planning and personal tax.

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Paid time off
• Vision care
• Wellness program

Responsibilities:

• Collaborate with partners, the Director of Wealth Advisory Services, and client service managers to develop comprehensive, customized financial and wealth plans.
• Present financial plans to clients in a clear, confident, and accessible way.
• Prepare detailed planning memos, including Estate Planning, Investment Reviews, Insurance Reviews, Retirement projections, and Corporate Planning analyses.
• Support clients in gathering key documentation such as bank statements, tax returns, insurance information, pension details, and wills.
• Prepare and interpret financial documents including investment performance reports, financial summaries, income projections, and wealth forecasts.
• Research and evaluate investment opportunities for suitability within client plans.
• Monitor client accounts and planning strategies, recommending adjustments based on life events, market changes, and evolving goals.
• Coordinate with clients’ other advisors – lawyers, accountants, trust officers, investment professionals—to ensure a holistic, aligned approach.
• Serve as a technical resource in wealth, retirement, tax, and insurance planning for partners and client service managers.
• Prepare Personal Tax Returns (T1s) during tax season and throughout the year as needed.

Canadian Tax Manager, CPA

Join a recognized Best Workplace and grow your career where people and purpose come first.

Henderson Partners LLP is a leading firm of Chartered Accountants and professional advisors serving entrepreneurial people and organizations. We’re proud to be Great Place to Work® Certified, and recognized as a Best Workplace for Women and a Best Workplace Managed by Women.

We offer a broad range of professional services with one shared goal: to help our clients pursue opportunities, navigate challenges, create value, and leave a meaningful legacy.

We are seeking an experienced Canadian Tax Manager to join our growing Tax Group. This leadership role works closely with our Tax Group leaders and supports the day-to-day management of the firm’s tax practice.

The role focuses on domestic tax compliance and planning for a wide range of clients, including individuals, partnerships, trusts, estates, and privately held CCPCs. You’ll also collaborate with our US Tax Group on cross-border matters and play a key role in coaching and developing junior team members.

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Paid time off
• Vision care
• Wellness program

Key Responsibilities:

• Lead tax planning and compliance engagements for Canadian individuals and corporations
• Serve as tax lead on small and medium-sized client files
• Collaborate with the US Tax Team when cross-border filings are required
• Plan and organize tax return preparation, and review work for quality and completeness
• Conduct tax research and communicate findings clearly to leadership and clients
• Provide daily coaching and mentoring to junior tax team members
• Build strong relationships with clients and deliver exceptional service

Senior Canadian Tax Manager, CPA

We are a leading firm of chartered accountants and professional advisors serving entrepreneurial people and organizations. We are proud of our recent recognition as a Best Workplace for Women, a Best Workplace Managed By Women as well as being Great Place to Work certified. We offer a broad range of professional services all designed to accomplish one goal: to help our clients pursue opportunities, navigate challenges, create value and leave a meaningful legacy.

We strive to help everyone on our team achieve their professional and personal goals through an inclusive environment that values everyone’s contributions, appreciates diversity of thought, fosters growth, and provides continuous opportunities for development.

The Senior Canadian Tax Manager will work directly with the Tax Group leaders and assist with managing the tax practice of the firm. This includes responsibility for identifying and implementing tax planning opportunities and tax compliance reviews, concentrating on domestic tax for a variety of clients including individuals, partnerships, trusts, estates and small and medium sized CCPC corporate clients. The role involves collaborating with the US tax group on cross border tax planning. In addition, the role is responsible for developing the tax team’s capabilities and managing the day-to-day activities of the group.

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Paid time off
• Vision care
• Wellness program

Roles & Responsibilities:

The primary focus of this position is:

• Offer tax compliance services and work closely with Partners and Principals to provide innovative tax planning ideas to a variety of clients
• Tax lead on small and medium sized client engagements
• Pro-actively co-ordinate with the US Tax Team when US tax filings are required
• Develop an understanding of the client’s business as it relates to a particular area or assignment.
• Plan and organize the tax team as required for preparation of tax returns, and conduct, document and present tax research
• Research tax issues and present conclusions to the shareholder or manager
• Provide daily guidance and coaching, and develop the tax knowledge of more junior tax team members
• Be a member of the full-service team to meet the operational tax needs of our clients
• Provide timely, high quality, exceptional service to our clients

Director/Principal US Tax Practice – CPA (Canada) and U.S. CPA (licensed)

We’re Henderson Partners LLP — a leading firm of Chartered Accountants and professional advisors supporting entrepreneurial clients across Canada and the U.S. We are proud to be recognized as a Great Place to Work® and as one of Ontario’s Top 100 Employers, reflecting our commitment to exceptional culture and people‑first leadership.

We help our clients pursue opportunities, navigate complexity, create value, and build meaningful legacies. Our culture is built on trust, respect, technical excellence, and making a positive impact – for our clients, our community, and each other.

We are seeking a Director / Principal to lead our U.S. Tax Practice — a strategic, high‑impact role responsible for growing and managing a specialized, profitable practice that complements our core tax, assurance, estate, advisory, and wealth offerings.

You will be the Firm’s senior U.S. tax expert and practice leader., . You will be responsible for the final review of compliance filings and delivering US tax advisory and planning opportunities to our clients. You will elevate technical excellence, mentor and grow a high‑performing team and strengthen our market presence. This role is ideal for a seasoned U.S. tax professional with deep technical capability, great organizational skills, commercial judgment and a passion for advising entrepreneurial clients.

You think like an owner, lead with integrity, and bring clarity and steadiness to complex cross‑border situations.

You thrive in a firm that values collaboration, curiosity, innovation, and people‑first leadership.

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Paid time off
• Vision care
• Wellness program

Client Leadership & Advisory

• Act as the senior relationship leader for key U.S. tax clients across the firm.
• Lead complex U.S. personal, corporate, estate, and gift tax engagements with exceptional quality.
• Provide strategic cross‑border tax planning, risk management guidance, and proactive advisory solutions.
• Strengthen long‑term relationships through insight, communication, and consistent delivery.
• Manage risk and ensure compliance with IRS requirements and firm quality standards.

Practice Leadership & Growth

• Lead, grow, and manage a self‑sustaining, profitable U.S. tax practice aligned with firm strategy.
• Build service offerings that reflect client needs, competitive opportunities, and seasonal workflow efficiencies.
• Drive business development and strategic service expansion.
• Enhance the firm’s market profile through networking and community engagement.
• Oversee technology, research tools, and tax preparation platforms to ensure “best of breed.”

People Leadership & Team Development

• Hire, develop, mentor, and support U.S. tax professionals at all levels.
• Build succession readiness and cross‑training capability across the team.
• Lead training to bridge firm‑wide knowledge gaps and reduce business risk.
• Foster an engaged, collaborative, high‑performing team environment.