Lead tax planning initiatives at Richardson Wealth, a prominent Canadian wealth management firm. This Vice President role focuses on providing Canadian and Cross Border tax guidance for high-net-worth clients.
As a Vice President of Tax, you will leverage over 10 years of specialized planning experience to deliver wealth planning services to clients through Investment Advisors. Your expertise in tax, financial, and estate planning will guide high-net-worth and ultra-high-net-worth clients towards strategic solutions. Engage directly with clients and collaborate with professional advisors to implement complex strategies, ensuring an exceptional planning experience.
Key Responsibilities:
• Provide tax and estate planning services to high-net-worth clients
• Facilitate client meetings focusing on tax matters
• Conduct seminars on Tax & Estate Planning Services
• Lead the implementation of wealth planning strategies
• Develop thought leadership materials on tax topics<...