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 perks — 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 team-oriented, 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 Chance

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
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📌 Tax And Estate Plannner British Columbia
🏢 The Human Touch
📍 British Columbia