Join the Henderson Partners Team

Careers and Culture at Henderson Partners

At Henderson Partners, our commitment to fostering talent, nurturing our culture, and celebrating achievements is at the heart of who we are. We believe that investing in our team members’ personal and professional growth is essential for their fulfillment and the long-term success of our company.

Learning, training, and development play a central role in our culture. We provide various opportunities for our employees to enhance their skills and knowledge through workshops, seminars, courses, and specialized training programs. We encourage continuous learning and support individuals in pursuing certifications and professional designations relevant to their roles. By fostering a culture of growth and development, we empower our team members to reach their full potential.

We are a team that works hard but also plays hard and finds time to have fun. We understand the importance of a good work life balance.

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Current Openings

Even if we don’t currently have a specific position open, we’re always on the lookout for exceptional individuals to join our team. Send your resume to info@hendersonpartnersllp.ca and take the first step toward an exciting future with us.

Senior Tax & Family Wealth Analyst (CPA)

Are you ready to elevate your career with a firm that champions innovation, collaboration, and personal growth?

At Henderson Partners LLP, we are more than just a leading firm of chartered accountants and professional advisors—we are a community dedicated to empowering entrepreneurial organizations and the families that drive them. Our award-winning culture reflects our unwavering commitment to excellence, employee engagement, and creating meaningful impact for our clients.

We offer a dynamic and inclusive environment that celebrates diversity of thought and fosters both personal and professional development. Our comprehensive suite of professional services is designed to help clients seize opportunities, navigate challenges, create value, and build lasting legacies.

As part of the expansion of our Business Family Office services, we are seeking a Senior Tax & Family Wealth Analyst to join our team in a hybrid role that combines advanced tax expertise with family office and financial planning support. This is an exceptional opportunity for someone who thrives in technical work while building trusted relationships with high-net-worth individuals and business families.

In this pivotal role, you will work closely with our Director of Wealth Advisory Services to deliver tailored strategies that help clients achieve their financial goals. From preparing Personal Tax Returns to offering expert financial planning advice, you will play a key role in shaping the future of our clients’ wealth stewardship journeys. If you are passionate about providing exceptional service and have expertise in financial planning and tax planning and compliance, we invite you to be part of our growing team.

Benefits:

  • Company events
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Flexible schedule
  • Life insurance
  • On-site parking
  • Paid time off
  • Vision care

Responsibilities:

Tax Compliance & Planning

  • Prepare and review complex personal, trust, estate, and corporate tax returns.
  • Develop tax strategies for income splitting, estate planning, charitable giving, and cross-border matters.
  • Advise on tax-efficient structures for businesses and investment entities.
  • Prepare personal tax returns as needed, particularly during tax season.

Family Office Support

  • Manage cash flow, payments, budgeting, and reconciliations.
  • Prepare net worth summaries, investment statements, and financial reports.
  • Support estate planning with accurate asset and tax basis tracking.
  • Oversee charitable contributions and private foundation reporting.
  • Assist with projects like real estate, private investments, or luxury asset management.

Financial & Wealth Planning

  • Collaborate on financial plans with partners and client managers.
  • Draft planning memos for estate, insurance, and corporate strategies.
  • Help clients gather financial documents and interpret key reports.
  • Review and adjust financial plans based on life events or market changes.
  • Liaise with external advisors to ensure a cohesive client strategy.

Client Communication & Reporting

    • Present financial plans clearly and confidently to clients.
    • Explain tax implications and financial reports in simple terms.
    • Maintain strong relationships with clients and their advisory teams.

 

Skills/Competencies:

  • Exceptional communication, organizational, and time management skills, with the ability to manage competing priorities and deliver high-quality work under deadlines.
  • Proficient in financial planning software (Naviplan) and advanced user of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  • Experience in personal tax compliance; familiarity with Taxprep is considered a strong asset.
  • CPA designation required, with a minimum of 4+ years of experience in public accounting, ideally with exposure to private clients or high-net-worth individuals.
  • CFP certification is considered an asset, reflecting a commitment to comprehensive financial planning.
  • A continuous learner with genuine curiosity about clients and their unique financial needs; stays informed on evolving practices, tools, and regulations.
  • Thrives in an entrepreneurial, fast-paced environment, demonstrating adaptability, initiative, and a collaborative mindset.

To apply for this opportunity, please follow this link to the job posting on Indeed and follow the application instructions.

We thank all applicants in advance for their interest; however, only those candidates selected for an interview will be contacted.