Tax Director (Wealth Management)

Our client is an independent investment boutique in Toronto, owned and operated by a family of financial professionals. They have no allegiance to outside shareholders or other financial institutions and there are no salespeople. Their primary focus is their clients’ financial success.
 
Responsibilities:
· Client problem solving that requires a higher level of technical ability and experience
· Ability to effectively explain tax concepts to non-tax professionals
· Assist firm with business development and growth strategies
· Provide tax expertise to the team and to provide oversight to ensure Client tax strategies (personal and corporate) are optimized & implemented effectively
· Provide guidance on Holding Companies, Trusts, and Estate Planning
 
Qualifications:
· CPA a must
· CFA, TEP, CFP designations preferred
· Minimum 5+ years’ experience working in high-net-worth financial planning, accounting, taxation and/or estate planning
· Working knowledge of investment strategy and investment accounting principles
· Strong client orientation, people skills and management
 
Personal Attributes:
· Entrepreneurial in spirit and can navigate a consultative business relationship
· Interest in investing and connection with tax planning
· Comfortable with advising affluent clients on tax/financial planning matters