Are you a Tax Manager with cross-border experience who's ready to shift toward a more Canadian-focused, advisory-driven practice? 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.This isn't a compliance role. My client is looking for someone who wants to move away from return preparation and into high-value advisory work: sitting with clients and Investment Advisors, building strategy, and translating complex tax and estate concepts into real financial outcomes. If your background has you fluent in more than just corporate returns (say Private Wealth)and you're looking for a role that puts that broader expertise to work in a domestic planning context, this could be a strong next step.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 benefits — into explicit, 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 experience, ideally with exposure beyond standard corporate complianceCFP designation preferred (or willingness to obtain within 2 years)Currently enrolled in, partway through, or having completed the CPA In-Depth tax program is a strong assetTEP and/or FEA designations are a bonusSharp analytical instincts, superior communication skills, and a genuine passion for client-facing advisory workA collaborative, self-motivated mindset — someone who thrives as part of a high-performance teamThe 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 stabilityMove out of compliance and into advisory, planning-focused workAccess 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

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