At a Glance
- Tasks: Maximize your impact by providing tax advice and collaborating on wealth management planning.
- Company: Join Scotiatrust, a leader in wealth management with a focus on collaboration.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Dynamic role with opportunities to engage with high-value clients.
- Why this job: Make a real difference in clients' lives through tailored tax solutions.
- Qualifications: CPA Canada certification or MTAX preferred, with six years in tax planning.
The predicted salary is between 82800 - 101200 $ per year.
Maximize your impact as a Senior Manager in Tax, Product & Planning at Scotiatrust. This role requires expertise in tax strategies, available across various locations in Canada.
As a vital member of the Scotiatrust team, you will provide impactful tax support to trust officers and sales staff, ensuring the seamless execution of wealth management planning.
Your expertise will guide the implementation of complex tax strategies while fostering collaboration among teams and enhancing product offerings.
Engage with clients to deliver tailored tax solutions that meet their needs.
Key
Responsibilities
- Provide tax advice on estate and trust issues
- Collaborate with teams on compliance and reporting
- Develop and present educational materials
- Participate in meetings with high-value clients
- Review tax strategies for corporations owned by trusts
Requirements
- CPA Canada certification or MTAX preferred
- Six years in tax planning within a professional setting
- Comprehensive understanding of tax and estate laws
- Strong written and verbal communication skills
- Ability to thrive both independently and in teams
Leverage your tax planning skills to support Scotiatrust's mission of delivering exceptional wealth management services. #J-18808-Ljbffr
Senior Manager in Tax Planning in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
