Tax, Retirement and Estate Planning Services Consultant
Core
Provides technical reference material, education, and case-specific consulting on complex tax, estate, and business planning issues to advisors and internal teams.
Role type
Senior IC tax and estate planning consultant
Builds
Technical articles, sales concepts, presentations, and educational seminars for investment and wealth management advisors
Domain
Financial services, tax law, estate planning
Required skills
In-depth tax expertise, legal or accounting designation, CICA in depth tax course, expertise in taxation of investment products, estate planning, financial planning (CFP), complex legislation application, technical writing, data analysis
Preferred skills
Financial services industry experience, project management, Microsoft Office proficiency
Technologies
Spreadsheets, word processing, PowerPoint
Responsibilities
Provide accurate technical information on tax, estate planning, and regulatory matters; develop sales concepts and educational seminars; analyze tax implications for new and existing products; represent the company on industry committees
Seniority
Senior, hands-on IC