Drive tax optimization for affluent clients as a Senior Tax Planner on Wealthsimple's Wealth Management team in Toronto. Utilize your dual expertise in tax and financial planning to enhance client outcomes.
This role focuses on optimizing financial plans for clients within the $1MM–$5MM range, delivering true tax efficiency and creating value where it's often overlooked. You’ll need a CPA and CFP certification, alongside a solid 5 years in relevant positions. Expect to use AI tools that ensure productivity and efficiency while collaborating with a dynamic advisor team.
Key Responsibilities:
• Assess and optimize financial strategies for wealthy clients • Maximize tax savings through strategic planning • Work closely with Advisors on intricate tax strategies • Provide insights on trusts, estates, and corporate tax issues • Engage in client discussions on advanced planning aspects
Requirements: • Required CPA and CFP designations • Minimum 5 years in tax and wealth management roles • Deep understanding of Canadian tax regulations • Preferred experience with Conquest software • Strong communication abilities for explicit client interfacing
Elevate your career with Wealthsimple by driving tax strategy innovation and client success.