Manager-Tax & Estate Planning

Meridia Recruitment Solutions; New Brunswick; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic Manager for Tax & Estate Planning to join their dedicated team in Saint John. This exciting role involves preparing intricate financial plans, collaborating with clients and external consultants, and guiding junior analysts in a supportive environment. The firm prides itself on delivering exceptional wealth management solutions, ensuring confidentiality, and maintaining integrity in all interactions. If you are a motivated tax professional eager to contribute to a high-performing team and advance your career in wealth management, this opportunity is perfect for you.

Qualifications

• 5+ years of progressive accounting and tax experience required.
• Strong proficiency in Excel and Word necessary for the role.

Responsibilities

• Prepare complex financial plans for income, estate, and savings.
• Train junior analysts and review their work for quality assurance.

Skills

Tax Planning

Estate Planning

Communication Skills

Organizational Skills

Attention to Detail

Client Management

Analytical Skills

Education

University degree or diploma in accounting or finance

In-depth taxation course

Additional Designations (CLU, TEP, CFP, CFA, etc.)

Tools

Excel

Word

Job description

Owens MacFadyen Group (OMG) is a boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.

We are currently recruiting a Manager, Tax & Estate Planning in our Saint John, NB office, to join our growing team. This role is an onsite role, not a remote role. Reporting to the Director of Tax & Estate Planning, you will be a subject matter expert and collaborate with Advisors and other planning professionals to provide clients with comprehensive wealth management solutions. If you are a motivated tax professional that wants to add value to a high performing team and build a career in wealth management, this is the right fit for you!

OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people in Toronto, Halifax, Saint John & Moncton. We are growing, and we are so proud of our firm. We hope you will be too!

Responsibilities

1. Prepare complex and customized financial plans for income, estate, and savings plans.
2. Summarize legal documents and provide commentary such as wills, family trusts and shareholder agreements.
3. Provide advanced tax and estate planning including AMT recovery plans, new TOSI rules, triggering gains and using CDA to fund lifestyle, surplus strips / value of, capital gain reserves / exemptions, subject matter expert on organizational structure or restructure needs for complex clients, and sale of business options and tax ramifications including purchase agreement analysis.
4. Train junior analysts and review junior analysts work.
5. Creation, presentation and delivery of monthly tax calls, new Advisor training modules, special requests per Advisor for a client and case studies.
6. Communicate directly with clients and collaborate with external consultants such as accountants and lawyers to get tasks done.
7. Must be willing to work onsite at our Saint John office.

Qualifications

1. University degree or diploma in accounting, finance, or similar field; combination of education and relevant work experience may be considered.
2. 5+ years of progressive accounting and tax experience.
3. In-depth taxation course would be considered an asset.
4. Extensive knowledge and technical proficiency related to finance and tax planning strategies, issues and trends.
5. Ability to communicate complex planning ideas in a comprehensive and practical manner, including a strong understanding of client needs and expectations.
6. Effective communication and presentation skills, with the ability to communicate at all levels in the organization.
7. Strong proficiency in Excel and Word.
8. Exceptional planning, organizational and time management skills.
9. Previous experience in handling confidential or sensitive information with integrity.
10. High attention to detail and accuracy.
11. Able to manage ambiguity by understanding and recognizing priorities, deadlines and has a sense of urgency.
12. Curiosity and action-orientated mindset.
13. A broad technical knowledge of financial products would be considered a significant asset.
14. A proficiency in various reporting and presentation tools would be considered an asset.
15. Additional Designations would be considered an asset (CLU, TEP, CFP, CFA, LLQP, CIM, Mutual Funds Licensed).

We are looking for a motivated tax professional that wants to add value to a high performing team and build a career in wealth management. If that sounds like you, connect with us today for a conversation!