Senior Tax & Succession Planning Advisor

TD Bank Group; Vancouver; On-site; CAD 116,000 - 163,000; Full time

Job summary

TD Bank Group is seeking a Senior Tax Manager in Vancouver to lead tax planning and succession strategies for high-net-worth clients within TD Wealth. You will collaborate with Investment Advisors, Relationship Managers, and external professionals to design comprehensive wealth plans and ensure regulatory compliance.

The role requires a minimum of 10 years of tax experience, advanced designation, and strong client-facing skills to drive results in a complex advisory environment.

Qualifications

• Undergraduate degree required.
• Advanced professional designation such as CPA/CA, LLB, LLM, or JD is required or asset.
• Completion of In-Depth Tax Program, Levels 1 and 2, or a Master of Taxation is required.

Responsibilities

• Deliver a legendary wealth client experience with a focus on tax and succession planning.
• Provide comprehensive advice across business owner, succession, and transition planning.
• Conduct in-depth discovery of client personal, family, business, and financial objectives.

Skills

Advanced tax knowledge

Tax planning

Client advisory

Stakeholder communication

Risk management

Education

Undergraduate degree

CPA/CA / LLB / LLM / JD

In-Depth Tax Program / Master of Taxation

Job description

TD Bank Group is seeking a Senior Tax Manager in Vancouver to lead tax planning and succession strategies for high-net-worth clients within TD Wealth. You will collaborate with Investment Advisors, Relationship Managers, and external professionals to design comprehensive wealth plans and ensure regulatory compliance.

The role requires a minimum of 10 years of tax experience, advanced designation, and strong client-facing skills to drive results in a complex advisory environment.