Senior Tax Planner Wealth Management
Wealthsimple
Optimize high-net-worth financial plans with Canadian tax law expertise and CFP fluency at Wealthsimple’s hybrid Wealth Management team. Use AI tools to model strategies more efficiently.As a Senior Tax Planner, you will refine sound plans for clients with $1MM–$3MM, with some exposure up to $5MM. You will identify tax strategies, maximize tax alpha, and connect tax expertise with broader financial planning. The work includes corporations, trusts, estates, and complex advisor collaboration.Key Responsibilities:
Review and optimize financial plans across high-net-worth client segmentsIdentify applicable strategies and maximize tax alpha for clientsModel complex tax strategies for Advisor team partnersApply expertise to corporations, trusts, and estatesContribute to Wealthsimple’s CPA Designed planning offeringRequirements:
CPA and CFP designations requiredFive or more years in tax planning, wealth management, or advisoryStrong Canadian tax law and financial planning knowledgeProven tax optimization results for high-net-worth clientsExperience with Conquest strongly preferredBring tax planning, financial planning, and AI expertise to strengthen Wealthsimple’s high-net-worth client strategies.
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Review and optimize financial plans across high-net-worth client segmentsIdentify applicable strategies and maximize tax alpha for clientsModel complex tax strategies for Advisor team partnersApply expertise to corporations, trusts, and estatesContribute to Wealthsimple’s CPA Designed planning offeringRequirements:
CPA and CFP designations requiredFive or more years in tax planning, wealth management, or advisoryStrong Canadian tax law and financial planning knowledgeProven tax optimization results for high-net-worth clientsExperience with Conquest strongly preferredBring tax planning, financial planning, and AI expertise to strengthen Wealthsimple’s high-net-worth client strategies.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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