Shape the future of tax strategies at Scotiatrust as a Senior Manager in Product and Planning, supporting clients with complex estate and philanthropic needs. This position is available anywhere in Canada.

In this critical role, you will deliver expert tax planning and compliance services, working alongside Scotiatrust sales and operational teams. Key responsibilities include reviewing tax strategies, guiding management discussions, and supporting your colleagues in implementing tax plans that align with client goals. Your creative approach will help evolve Scotiatrust’s wealth offerings.

Key Responsibilities:
• Advise on complex tax and estate planning initiatives
• Review and optimize tax compliance and reporting
• Create training content for staff and stakeholders




• Facilitate client meetings showcasing tax expertise
• Partner with teams to develop tax planning strategies

Requirements:
• CPA Canada in-depth tax program or MTAX required
• At least six years of related experience needed
• Specialized knowledge in trusts and tax legislation
• Excellent communication and relationship-building skills
• Strong capacity for independent and team-based work

Join Scotiatrust to utilize your tax acumen and enhance client services in a reputable organization.
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📌 Tax Product & Planning Senior Manager (Ontario)
🏢 Scotiabank
📍 Ontario