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 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 Vancouver (Canada)
🏢 The Human Touch
📍 Canada