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 - cooperative, 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 strong 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

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