Senior Advisor, Tax Planning

Jobtailor; Deutschland; Hybrid; EUR 90.000 - 140.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a seasoned tax planning expert to join our wealth management team. You will lead tax strategies for high-net-worth clients and collaborate with the Advisor team across North America.

The role requires CPA and CFP designations, strong knowledge of Canadian tax law, and a client-first mindset. You will also leverage AI tools to model strategies efficiently and communicate clear advice.

Qualifikationen

• CPA designation required.
• CFP designation required.
• 5+ years in tax planning or wealth management.
• Strong knowledge of Canadian tax law.
• Proven track record with high-net-worth clients.
• Experience with Conquest preferred.
• Excellent communication and client-facing skills.
• Bilingual English/French a plus.
• Legally eligible to work in Canada.

Aufgaben

• Review and optimize financial plans for high-net-worth clients up to $5MM.
• Identify and apply applicable tax strategies.
• Maximize tax alpha for wealth management clients.
• Coordinate with Advisor team on complex tax strategies.
• Model and build tax strategies as needed.
• Apply expertise to corporations, trusts, and estates.
• Support client conversations on sophisticated tax questions.
• Contribute to the CPA Designed financial planning offering.
• Leverage AI tools to model strategies efficiently.
• Collaborate with North America-based teammates.

Kenntnisse

CPA Designation

CFP Designation

Tax Planning

Wealth Management

Canadian Tax Law

Conquest

Communication

Bilingual (EN/FR)

Tools

Conquest

Jobbeschreibung

• Review and optimize financial plans for the $1MM–$3MM client segment, with some exposure up to $5MM
• Identify and apply applicable tax strategies
• Maximize tax alpha for wealth management clients
• Act as the internal liaison to the Advisor team on complex tax strategies
• Build and model tax strategies as needed
• Apply expertise to situations involving corporations, trusts, and estates
• Support occasional client-facing conversations on sophisticated tax planning questions
• Contribute to the evolution of the "CPA Designed" financial planning offering
• Use AI tools to work faster and model strategies more efficiently
• Collaborate with talented teammates across North America

Requirements

• CPA designation required
• CFP designation required
• 5+ years of experience in tax planning, wealth management, or financial advisory roles
• Strong knowledge of Canadian tax law and financial planning strategies
• Proven track record of implementing effective tax optimization strategies for HNW clients
• Experience with Conquest strongly preferred
• Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike
• A client-first mentality
• An AI-native mindset and enthusiasm for using AI tools
• Bilingual (English/French) capability is a significant asset
• Must be legally eligible to work in Canada

Core Competencies

Demonstrates expertise in tax planning and wealth management, with a strong focus on Canadian tax law and financial strategies. Proven ability to implement tax optimization strategies for high-net-worth clients while effectively communicating complex concepts.

Highest-signal resume keywords

• CPA Designation
• CFP Designation
• Tax Planning Experience
• Knowledge of Canadian Tax Law
• Experience with Conquest

Hard Skills

• Tax Optimization Strategies
• Financial Planning
• Wealth Management
• Tax Strategy Modeling
• Client Segmentation Analysis

Soft Skills

• Excellent Communication Skills
• Client-First Mentality
• Collaborative Teamwork

Certifications & Qualifications

• CPA
• CFP

Industry Keywords

• High-Net-Worth Clients
• Tax Strategies
• Financial Advisory
• Corporations
• Trusts
• Estates

Tools & Technologies

• AI Tools
• Conquest