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Senior Tax Estate Planning Consultant

RBC

Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek.As a Financial Advisory Consultant, you will provide specialized guidance across tax, estate, and financial planning matters. The work includes corporate reorganizations, holding companies, trust structures, business sales, and employee stock options. You will also address legal issues, incapacity planning, and creditor protection strategies.Key Responsibilities:
Guide RBC advisors, clients, and Family Office Services professionalsExplain advanced planning strategies affecting private business ownersResearch and write technical publications and articlesLead periodic presentations for advisors on specific topicsMonitor pertinent legislative changes and support strategic projectsRequirements:
University degree with CPA, MTax, or LL.B. designationSeven years of tax, estate, and advanced planning experienceStrong research, analytical, and problem-solving capabilitiesExcellent verbal, written, and interpersonal communication skillsAbility to prioritize multiple assignments and meet deadlinesApply your tax, estate, research, and communication expertise while supporting trusted wealth planning advice through RBC Family Office Services.
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Vacancy posted 1 hour ago
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