Senior Wealth Management Tax Strategist

Strengthen Wealthsimple financial plans through tax optimization, complex strategy modeling, and clear communication with advisors and clients. This hybrid team uses AI as an operating extension.The Senior Tax Planner supports Wealth Management clients by finding incremental tax value within already sound plans. You will combine CPA-level tax expertise with CFP-level financial planning fluency across sophisticated situations. Responsibilities include corporations, trusts, estates, advisor liaison work, and occasional client-facing conversations without providing direct tax advice.Key Responsibilities:
Act as internal liaison on complex tax strategiesBuild and model strategies for Advisor team needsSupport sophisticated tax planning conversations with clientsExplain complex tax concepts clearly to advisorsUse AI tools to work and model strategies fasterRequirements:
Required CPA and CFP designationsFive-plus years of relevant tax or wealth experienceExcellent communication skills for complex conceptsClient-first mentality in daily planning workEnglish and French capability is a significant assetApply Canadian tax knowledge, CFP fluency, and communication skills to advance Wealthsimple’s sophisticated planning work.
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