Senior Tax Planning Manager Scotiatrust

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 planningGuide corporate management and postmortem tax planning strategiesOversee continuing corporations owned by trusts and power of attorney accountsDevelop presentations and content for internal and external audiencesIdentify potential risks using risk management frameworksRequirements:
CPA Canada in-depth tax program or MTAXAt least six years serving complex clients in tax planning and complianceKnowledge of Canadian income tax law and private corporationsAbility to explain technical tax and legal concepts plainlyExcellent communication, presentation, strategic, and relationship skillsBring advanced tax, estate, trust, and corporate planning expertise to Scotiatrust’s specialized wealth management support.
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