Senior Advisor, Tax Planning
Core
Optimize tax efficiency for high-net-worth clients' existing financial plans by identifying and applying advanced tax strategies.
Role type
Senior Tax Planner (Wealth Management)
Builds
Optimized financial plans for HNW clients ($1MM–$3MM segment)
Domain
Wealth Management / Canadian Tax Law
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Canadian tax law expertise, financial planning fluency, corporate/trust/estate structuring, strategy modeling, AI tool utilization
Preferred skills
Conquest platform experience, bilingualism (English/French)
Technologies
Conquest, AI tools
Responsibilities
Review and optimize financial plans for HNW clients, maximize tax alpha, act as liaison to Advisor team on complex strategies, model strategies for corporations/trusts/estates, support occasional client-facing tax planning conversations, contribute to 'CPA Designed' offering
Seniority
Senior, hands-on IC