Manager of Tax and Estates

Toronto, ON

Reference # AC - 6713

Our client, Owens MacFadyen Group, a boutique Wealth Management firm is looking for a Manager of Tax and Estates to join their team in Toronto. Reporting to the Director of Tax & Estate Planning, this role is ideal for a highly detailed, organized professional who thrives in a rapid-paced environment and is passionate about financial services. You will play a key role in supporting advisors, analyzing complex financial scenarios and delivering insights that drive client success.

Your Responsibilities:

- Develop and maintain advanced Excel tools for tax and financial analysis.
- Prepare and deliver presentations for advisors and clients.
- Conduct insurance analysis, including current yields and estate impact.
- Review and train junior analysts; ensure accuracy and quality of work.
- Lead weekly calls and training sessions for advisors.
- Summarize shareholder agreements and assist with special client requests.
- Participate in client meetings, capture key details, and ensure timely follow-up.

Your Requirements:

- Demonstrate advanced knowledge in key areas: Personal & Corporate Taxation, Insurance Taxation, Trust Taxation,



Wills & Family Trusts, Family Trust
- Post-secondary degree/diploma in financial services, business, or related field (or equivalent experience).
- Professional designations (CFA, CPA, CFP, CIM, CLU) or progress toward them is highly valued.
- Several years of experience in financial services or client service roles.
- Strong proficiency in Microsoft applications.
- Exceptional organizational, communication, and problem-solving skills.
- Ability to adapt quickly, manage time effectively, and work independently.

Why Join OMG?

- Opportunity to grow into roles such as Tax Analyst or Associate Advisor.
- Support for professional development and certifications.
- Collaborative team environment focused on excellence and innovation.

This listing is for a current, existing vacancy.

For more information, please contact Adam Creaghan, Partner at [email protected] or (phone hidden) or Muna Dhere, Senior Recruitment Specialist at [email protected] or (phone hidden) If you require accommodation to participate in the recruitment process, please let Muna Dhere know.

📌 Manager of Tax and Estates (Toronto)
🏢 Meridia Recruitment
📍 Toronto