Vice President Of Tax And Estate Planning Quebec City

Lead advanced tax strategies as PPI's Vice President in Montreal, Quebec. Shape solutions for high net worth clients while collaborating with top professionals in a hybrid work culture. This pivotal role at PPI requires expertise in tax and estate planning, catering to insurance advisors.

You will prepare technical reports, tackle inquiries from corporate personnel, and conduct informative workshops. Your insights will guide significant client decisions and enhance their financial security through tailored solutions.

Key Responsibilities

• Prepare technical reports for insurance advisors
• Collaborate on proposals for ultra-high net worth clients
• Address inquiries from insurance and corporate personnel
• Communicate key insights to qualified advisors
• Present training sessions on planning topics

Requirements

• Chartered skilled accountant or lawyer
• 10+ years of income tax experience requiredExpertise in taxation related to estates and trusts
• Excellent bilingual communication skills
• Ongoing commitment to skilled standards

Leverage your taxation expertise at PPI to make a meaningful impact on clients' financial strategies.