Tax Planning Specialist - Remote

Overview

As a Tax Planning Specialist on the Wealth Management team, you will ensure financial plans for high net worth clients incorporate optimal tax strategies, providing specialized tax expertise that enhances our wealth management offering.

In Short

• Review and optimize financial plans for tax efficiency.
• Develop tailored tax strategies for clients.
• Consult with Wealth Advisors on complex tax matters.
• Engage with clients on sophisticated tax planning questions.
• Assist with tax filing preparation as needed.
• Create educational resources on tax optimization.
• Apply expertise to complex corporate, trust, and estate situations.
• Contribute insights to improve financial planning services.

Requirements

• CPA/CMA designation required; CFP or CFA is a valuable asset.
• 5+ years of experience in tax planning or wealth management.
• Strong knowledge of Canadian tax law.
• Proven track record of effective tax optimization strategies.
• Excellent communication skills.
• Client-first mentality.
• Passion for helping clients achieve financial goals.
• Technology-minded to leverage digital tools.
• Bilingual (English/French) capability is a significant asset.

Benefits

• Opportunity to impact client financial success.
• Collaborative and inclusive work environment.
• No commission structure or sales targets.
• Focus on delivering world-class client experiences.