Estate & Trust Tax Director — Remote & Flexible Leadership

BPM LLP; Canada; On-site; CAD 160,000 - 227,000; Full time

Job summary

A leading financial services firm in Canada is seeking a Tax Director for its Trust & Estate group. The successful candidate will have extensive experience in tax consulting, particularly with Estate, Gift, and Trust clients, and will oversee complex tax research projects while managing staff. This role offers a competitive salary ranging from $160,000 to $227,000 annually, along with flexible work arrangements and comprehensive benefits.

Benefits

Flexible work arrangements

Comprehensive benefits coverage

Professional development opportunities

Qualifications

• 15+ years’ experience in public accounting or law firm practicing tax and estate planning.
• An understanding of the concepts of Estate, Trust and Gift planning.
• Experience assisting clients with Trust Administration.

Responsibilities

• Provide tax compliance and consulting services to our Estate, Gift, and Trust clients.
• Oversee complex tax research projects for various Estate, Trust, and Gift issues.
• Supervise tax staff and manage the delivery of tax consulting and compliance services.

Skills

Licensed CPA and / or attorney

Strong analytical ability

Excellent communication and presentation skills

Ability to manage multiple complex projects

Strong proficiency in Microsoft Office Tools and tax programs

Education

BS/BA degree in Accounting, JD, or LLM

Tools

ProSystems Tax

CCH Axcess

Job description

A leading financial services firm in Canada is seeking a Tax Director for its Trust & Estate group. The successful candidate will have extensive experience in tax consulting, particularly with Estate, Gift, and Trust clients, and will oversee complex tax research projects while managing staff. This role offers a competitive salary ranging from $160,000 to $227,000 annually, along with flexible work arrangements and comprehensive benefits.