Director Advanced Tax Estate Planning
Westward Advisors Ltd.
Apply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams.This senior technical resource advises affluent business owners, families, clients, accountants, lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth protection, risk management, and charitable giving. The work centers on tax-efficient life insurance solutions.Key Responsibilities:
Provide advanced tax-driven life insurance planning expertiseQuantify insurance needs and develop recommendations with salesManage implementation of documented life insurance solutionsReview tax reporting and legislative impactsSupport responses to Canada Revenue Agency auditsRequirements:
University degree or equivalent business experienceCPA designation and CPA In-Depth Tax Program completionAt least seven years of relevant experienceAdvanced life insurance, personal, corporate, and estate tax knowledgeStrong communication, Excel, PowerPoint, math, and time management skillsBring precise tax, estate planning, and life insurance expertise to complex client situations at Westward.
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Provide advanced tax-driven life insurance planning expertiseQuantify insurance needs and develop recommendations with salesManage implementation of documented life insurance solutionsReview tax reporting and legislative impactsSupport responses to Canada Revenue Agency auditsRequirements:
University degree or equivalent business experienceCPA designation and CPA In-Depth Tax Program completionAt least seven years of relevant experienceAdvanced life insurance, personal, corporate, and estate tax knowledgeStrong communication, Excel, PowerPoint, math, and time management skillsBring precise tax, estate planning, and life insurance expertise to complex client situations at Westward.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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