Tax Planner | Vancouver, BC | Confidential Search

Ready to trade compliance deadlines for conversations that actually move the needle?

I'm working with a 100+ year old, independently owned BC investment firm — a genuine institution in this market — to find their next Tax Planner. This is a rare seat on a small, high-performing Financial Planning team, built for someone with real presence: the kind of person clients and advisors want in the room, not just on the file.

If you're a Tax Manager working with high-net-worth individuals and businesses, ready to point that expertise inward toward Canadian domestic planning — and use it to build relationships and strategy with clients and Investment Advisors instead of grinding through filings — this is worth 15 minutes of your time.

Why This Role

- Move from compliance to advisory, full stop — sit in the room with clients and advisors, building trust and driving strategy, not processing behind the scenes
- Specialize in tax and estate strategy for high-net-worth clients — a niche that compounds your value for the rest of your career
- A 35-hour work week. Genuinely.
- Backed by a century of independence and stability — collaborative, low-ego, long-tenured team people actually stay for




- Real mentorship and development, not just a title change

What You'll Do

- Partner directly with clients and Investment Advisors on tax, estate, and personal finance strategy
- Build and present sophisticated financial projections using industry-leading planning software
- Spot tax-minimization opportunities across personal, corporate, and trust income tax, registered/non-registered accounts, pensions, and government benefits — and explain them in plain English
- Contribute to internal seminars and external presentations

What You Bring

- CPA + 5 years post-designation tax experience, ideally beyond standard corporate compliance (private wealth, trusts, cross-border)
- CFP, or willingness to complete it within 2 years
- CPA In-Depth Tax Program — enrolled, in progress, or completed is a solid asset
- TEP and/or FEA are a bonus, not a requirement
- Sharp analytical instincts paired with genuine rapport-building ability — people trust you and enjoy working with you
- A collaborative, self-starting mindset

The Fine Print In-office in Vancouver, minimum 4 days/week.

Sound like your next move? Apply directly!

📌 Tax Planner (Vancouver)
🏢 The Human Touch
📍 Vancouver