Senior Financial Advisory & Tax Planning Specialist

RBC; Vancouver; On-site; CAD 120,000 - 140,000; Full time

Job summary

A leading financial services provider in Vancouver is seeking an experienced tax and estate planning specialist. The successful candidate will provide expert guidance to advisors and clients on complex financial strategies, ensuring high standards of service. The role requires a university degree and at least 7 years of related experience. This position offers competitive compensation and opportunities for professional growth and development.

Benefits

Competitive compensation

Flexible benefits

Development through coaching

Qualifications

• 7 years of related experience in tax, estate, and advanced financial planning.
• Strong research skills, analytical and problem-solving skills with ability to analyze data.
• Excellent verbal and written communication and interpersonal skills.

Responsibilities

• Primary contact for RBC advisors and clients for technical tax and financial planning.
• Research and write technical publications and articles simplifying complex strategies.
• Keep current with pertinent legislative changes.

Skills

Business Tax Planning

Estate Tax Planning

Income Tax Planning

U.S. Taxations

US Corporate Tax

US Corporate Tax Compliance - International

Education

University degree supported by a professional designation (CPA, MTax or LL.B.)

Job description

A leading financial services provider in Vancouver is seeking an experienced tax and estate planning specialist. The successful candidate will provide expert guidance to advisors and clients on complex financial strategies, ensuring high standards of service. The role requires a university degree and at least 7 years of related experience. This position offers competitive compensation and opportunities for professional growth and development.