Manager of Tax and Estates

Meridia Recruitment Solutions, a KBRS Company; Toronto; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Opportunity for professional development

Collaborative team environment

Support for certifications

Job summary

A boutique Wealth Management firm is looking for a Manager of Tax and Estates in Toronto. This role demands advanced knowledge in taxation and experience in financial services. Responsibilities include developing Excel tools for analysis, preparing presentations, and conducting insurance analysis. Candidates with professional designations such as CFA or CPA will be highly valued. Join a collaborative team that encourages professional development and innovation, while thriving in a fast-paced environment.

Qualifications

• Demonstrate advanced knowledge in key areas of taxation.
• Several years of experience in financial services or client service roles.
• Professional designations (CFA, CPA, CFP, CIM, CLU) or progress towards them is valued.

Responsibilities

• Develop and maintain advanced Excel tools for tax and financial analysis.
• Prepare and deliver presentations for advisors and clients.
• Conduct insurance analysis and review shareholder agreements.

Skills

Personal & Corporate Taxation

Insurance Taxation

Trust Taxation

Exceptional organizational skills

Communication skills

Problem-solving skills

Proficiency in Microsoft applications

Education

Post‑secondary degree/diploma in financial services or business

Job description

Manager of Tax and Estates

Toronto, ON

Reference # AC - 6713

Our client, Owens MacFadyen Group, a boutique Wealth Management firm is looking for a Manager of Tax and Estates to join their team in Toronto. Reporting to the Director of Tax & Estate Planning, this role is ideal for a highly detailed, organized professional who thrives in a fast‑paced environment and is passionate about financial services. You will play a key role in supporting advisors, analyzing complex financial scenarios and delivering insights that drive client success.

Your Responsibilities

• Develop and maintain advanced Excel tools for tax and financial analysis.
• Prepare and deliver presentations for advisors and clients.
• Conduct insurance analysis, including current yields and estate impact.
• Review and train junior analysts; ensure accuracy and quality of work.
• Lead weekly calls and training sessions for advisors.
• Summarize shareholder agreements and assist with special client requests.
• Participate in client meetings, capture key details, and ensure timely follow‑up.

Your Requirements

• Demonstrate advanced knowledge in key areas: Personal & Corporate Taxation, Insurance Taxation, Trust Taxation, Wills & Family Trusts, Family Trust
• Post‑secondary degree/diploma in financial services, business, or related field (or equivalent experience).
• Professional designations (CFA, CPA, CFP, CIM, CLU) or progress toward them is highly valued.
• Several years of experience in financial services or client service roles.
• Strong proficiency in Microsoft applications.
• Exceptional organizational, communication, and problem‑solving skills.
• Ability to adapt quickly, manage time effectively, and work independently.

Why Join OMG?

• Opportunity to grow into roles such as Tax Analyst or Associate Advisor.
• Support for professional development and certifications.
• Collaborative team environment focused on excellence and innovation.

To express interest in this opportunity, please click on the "Apply Now" button below.

For more information, please contact Adam Creaghan, Partner at [e-mail] or 647-336-1416 or Muna Dhere, Senior Recruitment Specialist at [e-mail] or 647-480-1718. If you require accommodation to participate in the recruitment process, please let Muna Dhere know.