Elevate your career as a Tax and Estate Planner in Vancouver with a respected investment firm. This in-office role focuses on client partnership and innovative financial strategies.
Our client, an independent firm with a century-long reputation, seeks a Tax Manager transitioning into industry. In this role, you'll collaborate with clients and Investment Advisors to devise tax, estate, and finance strategies. You will prepare financial projections, uncover tax-saving opportunities, and communicate complex tax rules in clear terms, ensuring clients remain informed.
Key Responsibilities:
• Partner with clients on tailored tax and estate strategies
• Prepare sophisticated financial projections with leading software
• Identify tax minimization opportunities succinctly




• Write informative tax and finance articles for clients
• Contribute to internal seminars and client presentations
Requirements:
• CPA designation with 5 years post-designation experience
• CFP designation preferred or must be obtained within 2 years
• Completion of CPA In-Depth tax program is an asset
• TEP and/or FEA designations are advantageous
• Robust analytical and communication skills
Become a vital part of a collaborative team, providing exceptional tax advisory services for high-net-worth clients.
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📌 Tax and Estate Planner in Vancouver
🏢 The Human Touch
📍 Vancouver