At a Glance
- Tasks: Provide advanced tax-driven life insurance planning expertise and manage implementation of solutions.
- Company: Join Westward, a leader in innovative financial solutions.
- Benefits: Competitive salary, professional development, and a supportive home-office structure.
- Other info: Collaborative environment with opportunities for growth and learning.
- Why this job: Make a real impact on clients' wealth preservation and estate planning.
- Qualifications: University degree, CPA designation, and 7+ years of relevant experience required.
The predicted salary is between 135000 - 165000 $ per year.
Apply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams. This senior technical resource advises affluent business owners, families, clients, accountants, lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth protection, risk management, and charitable giving. The work centers on tax-efficient life insurance solutions.
Key Responsibilities:
- Provide advanced tax-driven life insurance planning expertise
- Quantify insurance needs and develop recommendations with sales
- Manage implementation of documented life insurance solutions
- Review tax reporting and legislative impacts
- Support responses to Canada Revenue Agency audits
Requirements:
- University degree or equivalent business experience
- CPA designation and CPA In-Depth Tax Program completion
- At least seven years of relevant experience
- Advanced life insurance, personal, corporate, and estate tax knowledge
- Strong communication, Excel, PowerPoint, math, and time management skills
- Bring precise tax, estate planning, and life insurance expertise to complex client situations at Westward.
Director Advanced Tax Estate Planning in Vancouver employer: Westward Advisors Ltd.
Westward is an exceptional employer that fosters a collaborative and innovative work culture, providing its employees with the tools and support needed to excel in their roles. As the Director of Advanced Tax Estate Planning, you will benefit from a strong home-office structure and the flexibility of Microsoft Teams, allowing for a balanced work-life dynamic. With a focus on professional growth, Westward offers ample opportunities for advancement while empowering you to make a meaningful impact in the lives of affluent clients through expert tax-driven life insurance planning.
