Director, Advanced Planning (Tax and Estate Planning)
Core
Provide advanced tax and estate planning solution advice to high net worth clients and educate financial advisors on tax-efficient products.
Role type
Director, Advanced Planning (Tax and Estate Planning)
Builds
Tax-efficient insurance solutions and financial planning concepts for high net worth clients
Domain
Financial Services / Wealth Management / Tax & Estate Planning
Deliverable
client delivery
Required skills
Personal and corporate tax planning, estate planning, business succession planning, high net worth market experience, presentation and training delivery, case research and illustration
Preferred skills
CA, CPA, LL.B or FCIA designation, CICA In-depth Tax Program completion
Technologies
PowerPoint
Responsibilities
Deliver tax presentations to large audiences, consult with high net worth clients and allied professionals, develop consumer and advisor reference materials, deliver client seminars and training workshops, participate in case development and research, keep current on tax and estate planning issues
Seniority
Director, strategic advisory and team leadership