Take the lead as a Director of Tax Planning, providing expert Canadian tax and Cross-Border guidance. Engage with high-net-worth clients to deliver tailored wealth planning solutions through seminars and direct consultations.With over 10 years in tax and estate planning, this role allows you to design and implement multifaceted strategies for affluent individuals and families. You will collaborate with Investment Advisors, contribute to developing service standards, and enhance client relationships through direct interactions. Your responsibilities will also include providing strategic guidance on tax matters and generating content to bolster client engagement and retention.Key Responsibilities:• Offer comprehensive financial and tax planning services• Coordinate with advisors on wealth planning matters• Lead educational seminars for clients and advisors• Design tailored strategies for high-net-worth clientele• Write white papers to enrich client communicationRequirements:• 10+ years of experience in tax/estate planning• Strong analytical, communication, and relationship skills• Professional designation in Accounting or Tax preferred• Team-oriented with independent work capabilities• Proficiency in Microsoft Office SuiteUtilize your expertise to guide affluent clients in navigating complex tax situations and enhancing their wealth management strategies.#J-18808-Ljbffr
Director Of Tax Planning For High-Net-Worth Clientele
RICHARDSON WEALTH
winnipeg, winnipeg
Published 27 days ago
Report job