To Apply for this Job Click HereWe are partnering with a confidential, fast-growing advisory platform backed by a well-established national financial services organization. This specialized division focuses on advanced tax and estate planning strategies for high-net-worth business owners, entrepreneurs, and real estate families across Canada.While operating within a broader national platform, this advisory group functions with an entrepreneurial mindset, offering flexibility, collaboration, and significant income upside not typically found in traditional banking or public practice environments.The division is in growth mode and looking to add senior leadership to help scale its tax and estate planning practice.About the RoleThis is a senior, client-facing leadership position designed for a technically strong CPA with deep experience in private enterprise tax and estate planning.The Director will guide complex planning engagements for incorporated professionals and multi-generational families, particularly within the real estate, construction, infrastructure, and energy sectors. The role blends advanced tax structuring with strategic advisory exposure and revenue participation.This is not a compliance-heavy position and is not a traditional insurance sales role. Instead, it focuses on delivering sophisticated tax-driven planning solutions in collaboration with accountants, lawyers, and internal advisors.ResponsibilitiesLead and co-lead client meetings with business owners and high-net-worth familiesEvaluate complex ownership structures (holdcos, LP/GP entities, development structures, estate freezes)Provide strategic analysis on tax, estate, and corporate planning considerationsDraft technical memorandums, planning briefs, and structured recommendationsPrepare and review financial illustrations and supporting documentationCollaborate with clients’ accountants, tax counsel,



and legal advisors to ensure alignmentSupport internal advisors with technical clarity and planning expertiseContribute to the development of internal planning frameworks and intellectual capitalRepresent the practice at industry events and educational forumsSupport broader business growth initiatives and brand positioningRequirementsCPA, CA designation (required)Strong background in tax advisory, private enterprise, or owner-managed business environmentsExperience reviewing complex corporate and estate planning structuresComfortable presenting to sophisticated clients and external professionalsStrong written skills with experience drafting technical tax memorandumsEntrepreneurial mindset with interest in participating in revenue growthPreferredMTax, TEP, FEA, CLU courseworkExposure to advanced life insurance strategies used in tax and estate planningCompensationBase salary: $140,000–$200,000 (flexible for the right candidate)Revenue participation model with significant upsideYear 1 earning potential: ~$300,000–$350,000 OTELong-term earning potential: $600,000+Uncapped commission structure with collaborative revenue-sharing modelFull advantages packageHybrid work environment (3–4 days in office)National travel requiredAt Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.To Apply for this Job Click Here#J-18808-Ljbffr

📌 Director, Tax & Estate Planning - C$140,000 - C$200,000 A Year (Toronto)
🏢 Aplin
📍 Toronto