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 DoPartner with clients and Investment Advisors on tax, estate, and personal finance strategiesPrepare and present sophisticated financial projections using industry-leading softwareIdentify tax minimization opportunities and translate complex rules - personal, corporate, trust income tax, registered/non-registered accounts, pensions, government perks - into clear,



actionable guidanceWrite tax and personal finance articles/bulletins that keep clients ahead of the curveContribute to internal seminars and external presentationsWhat My Client Is Looking ForCPA designation + 5 years post-designation tax experienceCFP designation preferred (or willingness to obtain within 2 years)CPA In-Depth tax program completion is a strong assetTEP and/or FEA designations are a bonusSharp analytical instincts, superior communication skills, and a genuine passion for client serviceA collaborative, self-motivated mindset - someone who thrives as part of a high-performance team.The DetailsThis is an in-office role based in Vancouver, requiring a minimum of four days per week onsite.Why Consider This OpportunityJoin a firm with over a century of independence and stabilityAccess real mentorship and professional developmentBe part of a team that values contribution over egoAdvance your career specializing in tax advisory for high-net-worth individualsEnjoy true work-life balance with a 35-hour work week #J-18808-Ljbffr

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