Job Search and Career Advice Platform
  • Jobs
  • Headhunters
  • Free resume review
  • About Us
EN
496

Finance Manager jobs in United States

Head of Tax & Estate Planning

Iaawg

Toronto
On-site
CAD 130,000 - 180,000
Today
Be an early applicant
I want to receive the latest job alerts for “Finance Manager” jobs

Director, Financial Planning & Business Support

Fraser Health

Surrey
On-site
CAD 125,000 - 150,000
Today
Be an early applicant

Equipment Finance Credit Risk Lead — Structuring & Growth

TD

Montreal
On-site
CAD 70,000 - 90,000
Today
Be an early applicant

Senior Staff Accountant

Farm Business Consultants

Saskatoon
On-site
CAD 70,000 - 90,000
Today
Be an early applicant

Financial Wellness Advisor - Remote Opportunity

AO Globe Life - Nzube Justin Ejifugha

Canada
Remote
CAD 60,000 - 80,000
Today
Be an early applicant
discover more jobs illustrationDiscover more opportunities than anywhere else. Find more jobs now

Financial Specialist

Talentify

Milton
On-site
CAD 85,000 - 100,000
Today
Be an early applicant

Directeur(trice) - finances et solutions numériques

Corem

Quebec
On-site
CAD 150,000 - 200,000
2 days ago
Be an early applicant

VP Finance

Irving Personal Care Ltd.

City of Moncton
On-site
CAD 120,000 - 160,000
2 days ago
Be an early applicant
HeadhuntersConnect with headhunters to apply for similar jobs

Directeur(trice) des finances et trésorier(ière) adjoint(e)

Municipalité de Grenville-sur-la-Rouge

Grenville-sur-la-Rouge
On-site
CAD 60,000 - 80,000
2 days ago
Be an early applicant

Directeur | Directrice finances corporatives

EBC Inc.

L'Ancienne-Lorette
On-site
CAD 100,000 - 150,000
2 days ago
Be an early applicant

manager, accounting

Heritage Computer Services Ltd

Calgary
On-site
CAD 110,000 - 116,000
3 days ago
Be an early applicant

Senior Manager, Accounting Policy & Advisory

Vaco by Highspring

Toronto
On-site
CAD 135,000 - 155,000
4 days ago
Be an early applicant

Accounting Manager

Heritage Service Group Canada

Burnaby
On-site
CAD 70,000 - 90,000
5 days ago
Be an early applicant

Accounting Manager

MacEwen Petroleum Inc.

Ottawa
On-site
CAD 80,000 - 100,000
5 days ago
Be an early applicant

Finance Manager

Cambridge Housing Authority

Sherwood Park
On-site
CAD 70,000 - 90,000
30+ days ago

Finance Manager - Canada Customer Fulfillment

CNSC

Vancouver
On-site
CAD 80,000 - 136,000
30+ days ago

Special Finance Manager

RightRide Ottawa

Ottawa
On-site
CAD 60,000 - 80,000
30+ days ago

Customer Finance Manager Job Details | Dr. Oetker / Cameo

Dr. Oetker Canada

Mississauga
On-site
CAD 80,000 - 110,000
30+ days ago

Finance Manager

Vancouver Mitsubishi

Vancouver
On-site
CAD 70,000 - 90,000
30+ days ago

Finance Manager, Canada

Anchorage Digital

Canada
On-site
CAD 90,000 - 120,000
30+ days ago

Associate Finance Manager, Customer Finance

Riverside Natural Foods Inc.

Toronto
On-site
CAD 80,000 - 100,000
30+ days ago

Senior Manager, Finance & Special Projects, GBM Finance (12 Month Contract)

Scotiabank

Toronto
On-site
CAD 90,000 - 130,000
30+ days ago

Finance Controller/Finance Manager

TEEMA Solutions Group

Montague
On-site
CAD 60,000 - 80,000
30+ days ago

EMEA Head of Finance - Dubai

Airside

Montreal
On-site
CAD 114,000 - 153,000
25 days ago

Manufacturing – Chief Financial Officer, Bc/atlantic Canada

Stonewood Group Inc.

Atlantic
On-site
CAD 140,000 - 180,000
28 days ago
Head of Tax & Estate Planning
Iaawg
Toronto
On-site
CAD 130,000 - 180,000
Full time
Today
Be an early applicant

Job summary

A leading financial services firm in Toronto is seeking a Head of Tax and Estate Planning. This pivotal role requires a deep understanding of tax laws and estate planning strategies to support financial advisors and their clients. The ideal candidate has at least 10 years of experience in a leadership position and excels in communication and client relationship management. The firm offers a hybrid work environment and competitive benefits.

Benefits

Competitive benefits
Flexible group insurance
Pension plan
Stock purchase plan
Employee and family assistance program

Qualifications

  • Minimum of 10 years of experience in tax and estate planning.
  • Proficiency in French is a huge asset.
  • Ability to travel across Canada.

Responsibilities

  • Partner with advisors for tax-efficient investing and estate planning.
  • Develop advisor-friendly tools for client conversations.
  • Translate tax legislation into advisor insights.

Skills

In-depth knowledge of tax laws
Excellent communication skills
Leadership and management abilities
Client relationship management

Education

Bachelor's degree in Accounting, Finance, Law or related field
Master's degree or professional certification (e.g., CPA, CFP, JD)
Job description

Job Title

Head of Tax and Estate Planning (Tax Specialist, Advanced Financial &Tax Solutions)

Build the future with us

The Head of Tax and Estate Planning will be a key member of the distribution leadership team, responsible for equipping financial advisors with advanced tax and estate planning strategies they need to deepen client relationships, retain assets, and attract new business. This role bridges technical expertise with advisor engagement overseeing and managing all aspects of tax and estate planning services for our clients. This role requires a deep understanding of tax laws, estate planning strategies, and financial planning principles.

What you’ll accomplish with us

As a Head of Tax and Estate Planning, you’ll be at the core of our mission. Here are the main responsibilities:

Advisor Engagement and Business Development
  • Partner with our affiliate advisors to uncover opportunities for tax-efficient investing, estate planning, and wealth transfer to help drive business growth.
  • Provide case consultation with affiliates working with high-net-worth families, business owners and retirees.
  • Develop and deliver compelling presentations positioning the firm as a trusted thought leader in wealth planning.
Education and Enablement
  • Develop advisor-friendly tools, that simplify complex tax and estate strategies into actionable client conversations.
  • Train sales teams and advisors on how to position our products within a broader planning framework (retirement income, charitable giving, business succession, trusts etc).
Thought Leadership
  • Translate evolving tax legislation and estate trends into advisor focused insights.
  • Collaborate with marketing to create white papers, client brochures, and digital content.
  • Represent iA Clarington as an industry expert to enhance brand credibility.
Collaboration
  • Work closely with portfolio managers, wholesalers, and product teams to align tax and estate planning narratives with investment solutions.
  • Partner with distribution leadership to design campaigns.
What could accelerate your success in this role
We’re looking for someone who has:
  • Bachelor's degree in Accounting, Finance, Law, or a related field. A Master's degree or relevant professional certification (e.g., CPA, CFP, JD) is preferred.
  • Minimum of 10 years of experience in tax and estate planning, with a proven track record of success in a leadership role.
  • In-depth knowledge of tax laws, estate planning strategies, and financial planning principles.
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Proven leadership and management abilities, with experience in training and mentoring staff.
  • High level of integrity and professionalism, with a commitment to delivering exceptional client service.
  • Proficiency in French is a huge asset.
  • Ability to travel across Canada.
Why you’ll enjoy working with us:
  • A work environment where learning and development merge with a collective pursuit of excellence.
  • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
  • The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
  • Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
  • 1
  • 2
  • 3
  • 4
  • ...
  • 20

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

Job Search and Career Advice Platform

Empoweringjob seekers

Tools
  • Jobs
  • Resume review
  • Headhunters
  • Browse jobs
Company
  • About us
  • Careers at JobLeads
  • Site notice
  • Reviews
Support
  • Help
  • Partner integration
  • ATS Partners
Social
  • YouTube
  • LinkedIn
  • Instagram
  • Facebook
  • Privacy Policy
  • Terms of Use

© JobLeads 2007 - 2025 | All rights reserved