At a Glance
- Tasks: Drive wealth management success through expert tax strategy and planning.
- Company: Join Scotiabank, a leader in wealth management.
- Benefits: Competitive salary, professional development, and travel opportunities.
- Other info: Collaborative environment with opportunities for business development.
- Why this job: Make a real impact on high net worth clients' financial futures.
- Qualifications: University degree, CPA, and 7+ years in tax planning.
The predicted salary is between 108000 - 132000 $ per year.
Drive wealth management success with Scotiabank as a Senior Manager, specializing in tax strategy and planning in Toronto, ON.
Engage with high net worth clients to deliver tailored tax solutions.
In this senior-level role, you will collaborate with advanced planning specialists and wealth advisors, providing expert tax planning support to complex HNW and UHNW clients.
Your contributions will enhance the Total Wealth offering through strategic insights on taxation, trusts, and estate planning.
Frequent travel across Ontario may be required to foster client relationships and strengthen business development.
Key
Responsibilities
- Collaborate with experts on tax and estate planning
- Discuss tax strategies with advisors and clients
- Participate in business development initiatives
- Capture client success stories for sharing
- Identify service improvement opportunities
Requirements
- University degree and CPA In-Depth Tax Program
- 7+ years in tax planning for HNW/UHNW clients
- Strong communication and presentation skills
- Ability to work independently and as a team
- Willingness to travel for meetings and conferences
Utilize your extensive tax expertise to guide Scotiabank's wealth management strategy while engaging with prestigious clientele. #J-18808-Ljbffr
Senior Wealth Management Tax Manager 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.
