Are you a Tax Manager in public practice looking to make the pivot into industry? I'm working with a well-established, independent investment firm, a true BC institution with over 100 years in the industry to find their next Tax and Estate Planner .

My client is team-owned, award-winning, and known for a culture of genuine collaboration and long-term client relationships. They're looking to add a sharp, client-focused Tax and Estate Planner to their Financial Planning team.

What You'll Do

- Partner with clients and Investment Advisors on tax, estate, and personal finance strategies
- Prepare and present sophisticated financial projections using industry-leading software
- Identify tax minimization opportunities and translate complex rules — personal, corporate, trust income tax, registered/non-registered accounts, pensions, government benefits — into clear, actionable guidance
- Write tax and personal finance articles/bulletins that keep clients ahead of the curve
- Contribute to internal seminars and external presentations

What My Client Is Looking For





- CPA designation + 5 years post-designation tax experience
- CFP designation preferred (or willingness to obtain within 2 years)
- CPA In-Depth tax program completion is a strong asset
- TEP and/or FEA designations are a bonus
- Sharp analytical instincts, superior communication skills, and a genuine passion for client service
- A collaborative, self-motivated mindset — someone who thrives as part of a high-performance team

The Details

This is an in-office role based in Vancouver , requiring a minimum of four days per week onsite .

Why Consider This Opportunity

- Join a firm with over a century of independence and stability
- Access real mentorship and career development
- Be part of a team that values contribution over ego
- Advance your career specializing in tax advisory for high-net-worth individuals
- Enjoy true work-life balance with a 35-hour work week

#J-18808-Ljbffr

📌 Tax and Estate Plannner (Vancouver)
🏢 The Human Touch
📍 Vancouver