Lead tax and estate planning strategies with a national wealth management organization in the Ottawa area. This executive role caters to high-net-worth clients, providing essential advisory support across Ontario.
As Vice President, you will leverage your extensive expertise in tax strategy and estate planning to offer tailored solutions for affluent families and business owners. Collaborating closely with financial advisors and internal teams, you will enhance the firm’s capabilities, ensuring optimal tax efficiency and wealth preservation for clients.
Key Responsibilities:
• Provide advanced tax, estate, and succession planning services
• Analyze complex financial and corporate structures
• Develop strategic recommendations for corporate tax and retirement
• Assist advisors with planning solutions to maximize outcomes
• Conduct joint meetings to present strategic planning advice
Requirements:
• CPA, CA, JD, or similar credentials required
• 10+ years in ...