At a Glance
- Tasks: Drive tax optimization for affluent clients and enhance financial outcomes.
- Company: Join Wealthsimple's innovative Wealth Management team in Toronto.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborate with a dynamic advisor team using AI tools for efficiency.
- Why this job: Make a real impact on clients' financial success with your expertise.
- Qualifications: CPA and CFP certifications with 5 years in tax and wealth management.
The predicted salary is between 82800 - 101200 $ per year.
Drive tax optimization for affluent clients as a Senior Tax Planner on Wealthsimple's Wealth Management team in Toronto.
Utilize your dual expertise in tax and financial planning to enhance client outcomes.
This role focuses on optimizing financial plans for clients within the $1MM–$5MM range, delivering true tax efficiency and creating value where it's often overlooked.
You’ll need a CPA and CFP certification, alongside a solid 5 years in relevant positions.
Expect to use AI tools that ensure productivity and efficiency while collaborating with a dynamic advisor team.
Key
Responsibilities
- Assess and optimize financial strategies for wealthy clients
- Maximize tax savings through strategic planning
- Work closely with Advisors on intricate tax strategies
- Provide insights on trusts, estates, and corporate tax issues
- Engage in client discussions on advanced planning aspects
Requirements
- Required CPA and CFP designations
- Minimum 5 years in tax and wealth management roles
- Deep understanding of Canadian tax regulations
- Preferred experience with Conquest software
- Strong communication abilities for clear client interfacing
Elevate your career with Wealthsimple by driving tax strategy innovation and client success. #J-18808-Ljbffr
Senior Tax Planner, Wealth Management in Toronto employer: Jaide Health
Cohere is an exceptional employer that fosters a collaborative and mission-driven culture, making it an ideal place for professionals looking to make a significant impact in the AI industry. With a strong focus on employee growth, we offer extensive benefits including generous vacation time, health and dental coverage, and a supportive environment for career development. Our Toronto headquarters, along with global offices, provides a dynamic work atmosphere where innovative ideas thrive and every team member's contributions are valued.
