Drive tax optimization for affluent clients as a Senior Tax Planner on Wealthsimple's Wealth Management team in Toronto. Utilize your dual expertise in tax and financial planning to enhance client outcomes.This role focuses on optimizing financial plans for clients within the $1MM–$5MM range, delivering true tax efficiency and creating value where it's often overlooked. You’ll need a CPA and CFP certification, alongside a solid 5 years in relevant positions. Expect to use AI tools that ensure productivity and efficiency while collaborating with a dynamic advisor team.Key Responsibilities:Assess and optimize financial strategies for wealthy clientsMaximize tax savings through strategic planningWork closely with Advisors on intricate tax strategiesProvide insights on trusts, estates, and corporate tax issuesEngage in client discussions on advanced planning aspectsRequirements:Required CPA and CFP designationsMinimum 5 years in tax and wealth management rolesDeep understanding of Canadian tax regulationsPreferred experience with Conquest softwareStrong communication abilities for transparent client interfacingElevate your career with Wealthsimple by driving tax strategy innovation and client success.#J-18808-Ljbffr

📌 Senior Tax Planner & Team Lead (Toronto)
🏢 Rinvio Recruitment
📍 Toronto