Director of tax and estate planning

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

Job summary

A leading company in wealth counseling is seeking a Director of Tax and Estate Planning in Toronto. This senior role involves developing strategic plans for the wealth planning team, ensuring high-quality service to high-net-worth clients, and mentoring team members. Successful candidates will have a CPA designation and extensive experience in financial planning, demonstrating strong leadership and client service skills.

Qualifications

• Minimum of 5+ years of experience in tax, estate, and financial planning.
• Completion of advanced tax courses like CPA In-Depth Tax is an asset.

Responsibilities

• Develop and execute the strategic vision and operational plan for the wealth planning team.
• Oversee the delivery of customized financial, tax, and estate planning strategies for clients.

Skills

Leadership

Client Service

Communication

Education

CPA designation

CFP, TEP, CLU, or FEA

Tools

Conquest financial planning software

Job description

19 hours ago Be among the first 25 applicants

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Director of Tax and Estate Planning Employment Type Permanent Location Toronto, Ontario Apply

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Job Description : Our client is seeking a Director of Tax and Estate Planning.

They offer personalized, independent wealth counsel to some of Canada's most successful families, business owners, and professionals.

Key Responsibilities Leadership & Strategic Vision : Develop and execute the strategic vision and operational plan for the wealth planning team, aligning with the firm's broader objectives.

Define clear expectations, create scalable processes, and drive a culture of accountability, respect, diversity, and excellence.

Build a collaborative and innovative team environment that supports continuous improvement and exceptional client service.

Tools & Templates Development : Refine existing, and design and implement new reusable tools, templates, and presentations to enhance team efficiency, consistency, and client service quality.

Client Service & Wealth Planning : Oversee the delivery of customized financial, tax, and estate planning strategies for high-net-worth clients, ensuring technical excellence and strategic insight.

Collaborate with Wealth Advisors and clients' external Professional advisors (e.g., accountants, lawyers) to develop tailored solutions to complex planning needs.

Initiate and lead the financial planning process, including developing assumptions, creating detailed plans, and presenting insights and recommendations to clients.

Team Management & Mentoring : Manage the workload, deadlines, and priorities of the wealth planning team to ensure operational efficiency and high-quality outputs.

Train and mentor team members, fostering their professional growth and development.

Risk Management : Establish and monitor processes to mitigate risks and ensure the highest standards of technical expertise, resulting in a seamless and reliable client experience.

TMGNYJob Requirements : Qualifications and Experience We are seeking a talented individual who combines technical expertise, a process-driven approach, strong leadership skills, and a client-centric focus.

Key qualifications include : Professional Credentials : CPA designation is required; additional designations such as CFP, TEP, CLU, or FEA are highly regarded.

Technical Expertise : Minimum of 5+ years of experience in tax, estate, and financial planning.

Completion of advanced tax courses (e.g., CPA In-Depth Tax, Tax Planning for Owner Managers, MTax or similar) is an asset.

Familiarity with Conquest financial planning software is beneficial.

Leadership and Communication : Strong leadership and mentoring abilities, with a proven track record of managing teams and building scalable processes.

Demonstrated ability to develop and communicate sophisticated tax, estate, and financial planning strategies effectively.

Client Service and Strategic Impact : Exceptional interpersonal skills with a commitment to delivering outstanding client service.

A history of contributing to organizational growth through innovative ideas and process optimization.

Apply

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Accounting / Auditing and Finance

Software Development

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