08 Nov
|
Scotiabank
|
Winnipeg
08 Nov
Scotiabank
Winnipeg
Apply tax planning expertise to Scotiatrust’s complex estate, trust, and corporate matters from anywhere in Canada. Support wealth partners and colleagues through specialized guidance.
The Senior Manager, Tax, Product & Planning provides tax support, company management experience, and direction across the total wealth offering. The role advises on estate, trust, philanthropy, corporate, and postmortem planning. It also supports tax compliance, product strategies, client meetings, and educational content.
Key Responsibilities
Advise colleagues on complex tax, estate, trust, and philanthropic planning
Guide corporate management and postmortem tax planning strategies
Oversee continuing corporations owned by trusts and power of attorney accounts
Develop presentations and content for internal and external audiences
Identify potential risks using risk management frameworks
Requirements
CPA Canada in-depth tax program or MTAX
At least six years serving complex clients in tax planning and compliance
Knowledge of Canadian income tax law and private corporations
Ability to explain technical tax and legal concepts plainly
Excellent communication, presentation, strategic, and relationship skills
Bring advanced tax, estate, trust, and corporate planning expertise to Scotiatrust’s specialized wealth management support.
📌 Senior Tax Planning Manager Scotiatrust (Winnipeg)
🏢 Scotiabank
📍 Winnipeg