Tax & Estates Manager — Toronto Wealth Advisory

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

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.