Cross-Border Tax & Estate Planner, Advanced Wealth Planning

Wellington-Altus; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Wellington-Altus is seeking a Cross-Border Tax & Estate Planner to provide advanced guidance on tax planning and estate management for high-net-worth clients. This role demands a deep understanding of Canadian and U.S. tax laws, along with collaborative work to support Advisors and enhance client services.

Qualifications

• 7+ years of tax and estate planning experience with 3+ years at a law or accounting firm.
• Cross-border tax experience is required.
• Professional accounting (CPA) or legal designation preferred.

Responsibilities

• Provide tax guidance for clients on cross-border investments and wealth transfers.
• Develop thought leadership tools for Advanced Wealth Planning Group.
• Collaborate with team members to address complex tax concerns.

Skills

Analytical skills

Communication skills

Client focus

Professionalism

Education

Degree in law, business administration, accounting, or finance

Masters in tax law or CPA Canada In-Depth Tax Program

Tools

MS Office Suite (Word, Excel, PowerPoint, Teams, Outlook)

Conquest or NaviPlan

Job description

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Location : This position can be based out of any of our office locations across Canada.

Our organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated

• wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
• Investment Executive 2024 Brokerage Report Card.

The opportunity :

Reporting to the Vice President, Advanced Wealth Planning Strategy and Services, the Cross-Border Tax & Estate Planner is responsible for providing advanced guidance and strategic advice on tax planning, estate management and wealth transfer strategies for clients with cross-border interests. This role requires a thorough understanding of Canadian and U.S. tax laws and estate planning, to help clients navigate cross-border transactions.

The Cross-Border Tax & Estate Planner will play a key role in supporting the Advanced Wealth Planning Group and Advisor teams by developing a variety of thought leadership tools and resources. This role will collaborate with internal teams to provide valuable insights and ensure that Advisors have the most up-to-date and relevant information to assist clients.

Key responsibilities include :

• Providing guidance to clients on tax implications of cross-border investments, business operations and wealth transfers.
• Understanding and highlight tax-efficient strategies for individuals and entities with global financial interests, minimizing tax liabilities and ensuring compliance with Canadian and U.S. rules.
• Assisting in identifying and managing complex tax concerns related to income, estate, inheritance, and gift taxes across multiple jurisdictions.
• Understanding and highlighting estate planning strategies for clients with Canadian and U.S. assets, including the use of trusts, wills, and other estate planning vehicles.
• Reviewing clients’ cross-border estate plans to help ensuring a smooth wealth transfer between jurisdictions and minimizing estate tax exposure.
• Serving as subject matter expert on sophisticated trust, estate and income tax questions and issues for high-net-worth and ultra-high-net-worth clients.
• Providing advanced taxation and estate planning and other wealth planning support for the Advanced Wealth Planning team, Advisors and clients.
• Producing written reports and wealth plans for complex client situations, advising on tax, estate and other wealth planning opportunities, strategies and issues.
• Participating in and / or lead meetings or conference calls with Advisors, clients and / or their external advisors on matters relating to tax and estate planning.
• Collaborating and working closely with clients’ other professional advisors in the spirit of delivering a holistic experience.
• Demonstrating a consultative and collaborative value-added approach in client conversations, acting as a subject matter expert to facilitate the desired client experience.
• Developing and maintain relationships with Centers of influence.
• Recognizing and fostering intergenerational wealth management amongst WA advisors and their client families.
• Initiating, developing, and delivering advanced taxation and estate planning training for the Advanced Wealth Planning team.
• Managing, updating and enhancing team precedent file on wealth planning considerations.
• Developing and launching training and education initiatives and wealth planning tools and resources for WA advisory teams.
• Preparing, refining, and delivering presentations and technical written material for both internal and external use in collaboration with the Vice President, Advanced Wealth Planning Strategy and Services.
• Proactively maintaining current and in-depth knowledge of all areas of the wealth planning process, including financial, education, insurance and risk management, retirement, tax, business and estate planning.

The ideal candidate will posses :

• Degree in law, business administration, accounting, finance, or similar field of study.
• Masters in tax law or the CPA Canada In-Depth Tax Program is an asset.
• 7+ years’ total tax and estate planning experience with at least 3 years’ planning experience in a law or accounting firm.
• Cross-border (Canada-U.S.) tax experience is required.
• Strong insurance background is an asset.
• Professional accounting (CPA) or legal designation.
• TEP is strongly preferred.
• CFP, FEA and / or CLU is an asset.
• Experience using Conquest or NaviPlan is an asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Exhibit a high level of professionalism that allows clients to feel comfortable discussing personal, confidential information.
• Strong presentational skills.
• Ability to keep up with Canada’s overall economic and financial environment, current events and trends and changes to legislation as it relates to income tax and wealth transfer planning.
• An entrepreneurial spirit to participate in Wellington-Altus’ continued growth, and a desire to continuously exceed client expectations.
• Ability to work closely and collaboratively with others, across multiple locations.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Proficiency in executing the strategies and plans developed by the VP, with a focus on delivering tangible results.
• Focus on building strong relationships and fostering trust with Advanced Wealth Planning team, Advisors, clients and COIs.
• Strong organizational and time management skills, with the ability to deal with numerous activities with varying degrees of priority and deadlines.
• Meticulous attention to detail.
• Excellent analytical skills.
• Exceptional communication skills, both verbal and written, to effectively convey advice to diverse clients and collaborate with team members.

Conditions of employment :

• Must be legally eligible to work in Canada.
• Must be able to travel 0-10% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply :

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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