Drive wealth management success with Scotiabank as a Senior Manager, specializing in tax strategy and planning in Toronto, ON. Engage with high net worth clients to deliver tailored tax solutions.
In this senior-level role, you will collaborate with advanced planning specialists and wealth advisors, providing expert tax planning support to complex HNW and UHNW clients. Your contributions will enhance the Total Wealth offering through strategic insights on taxation, trusts, and estate planning. Frequent travel across Ontario may be required to foster client relationships and strengthen business development.
Key Responsibilities:
• Collaborate with experts on tax and estate planning
• Discuss tax strategies with advisors and clients
• Participate in business development initiatives
• Capture client success stories for sharing
• Identify service improvement opportunities
Requirements:
• University degree and CPA In-Depth Tax Program
• 7+ years in tax planning for HNW/UHNW clients
• Solid communication and presentation skills
• Ability to work independently and as a team
• Willingness to travel for meetings and conferences
Utilize your extensive tax expertise to guide Scotiabank's wealth management strategy while engaging with prestigious clientele.
#J-18808-Ljbffr