Senior Wealth Management Tax Expert (Vancouver)

Senior Wealth Management Tax Expert (Vancouver)

10 Sep
|
Scotiabank
|
Vancouver

10 Sep

Scotiabank

Vancouver

Elevate your career as a Senior Manager in Wealth Management Taxation at Scotiabank. Bring your tax planning expertise to support high net worth clients and advisors across Canada. In this crucial role within the National Tax Office, you will collaborate with diverse advisory teams to enhance Scotia Wealth Management’s Total Wealth offering.

Your responsibilities include providing tailored tax strategies, presenting tax research, and managing legislative updates to advisors, helping them deliver effective estate planning for ultra-high-net-worth individuals. Key Responsibilities:

- Collaborate with teams to strategize tax and estate planning
- Provide insights on trust, estate, and wealth transfer
- Research and draft tax planning thought leadership
- Review and analyze key tax legislation updates
- Present tax information to advisors and banking partners Requirements:
- University degree and CPA, JD/LLB required
- 7+ years experience in tax planning for HNW clients
- Robust communication skills tailored for varied audiences
- Willingness to travel for meetings and conferences
- Knowledge of Canadian and U.S. tax law Utilize your advanced tax knowledge to shape effective wealth solutions at Scotiabank.

📌 Senior Wealth Management Tax Expert (Vancouver)
🏢 Scotiabank
📍 Vancouver

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