Vice-President, Professional Services
Core
Senior tax and estate planning expert providing technical reports, memos, and strategic advice to life insurance advisors and their high-net-worth clients.
Role type
Vice-President, Professional Services (Senior IC)
Builds
Custom tax and estate planning proposals and insurance solutions for HNW/Ultra-HNW clients
Domain
Insurance, Wealth Management, Tax Law, Estate Planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Income tax expertise, Estate planning, Trust taxation, Private corporation taxation, Technical report writing, Public speaking, Training and education, Strategic proposal development
Preferred skills
TEP designation, CFP designation, CLU designation, Entrepreneurial instincts
Technologies
CICA In Depth Income Tax course materials
Responsibilities
Prepare comprehensive tax and estate planning reports; Respond to complex tax inquiries; Present solutions to advisors and professional groups; Train employees and advisors on tax matters; Maintain confidentiality and professional standards.
Seniority
Vice-President, Senior leadership with hands-on technical execution
