Our client is an independent investment boutique in Toronto, owned and operated by a family of financial professionals. They have no allegiance to outside shareholders or other financial institutions and there are no salespeople. Their primary focus is their clients’ financial success.
 
Responsibilities:
· Client problem solving that requires a higher level of technical ability and experience
· Ability to effectively explain tax concepts to non-tax professionals
· Assist firm with business development and growth strategies
· Provide tax expertise to the team and to provide oversight to ensure Client tax strategies (personal and corporate) are optimized & implemented effectively
· Provide guidance on Holding Companies, Trusts, and Estate Planning
 
Qualifications:
· CPA a must
· CFA, TEP, CFP designations preferred
· Minimum 5+ years’ experience working in high-net-worth financial planning, accounting, taxation and/or estate planning
· Working knowledge of investment strategy and investment accounting principles
· Strong client orientation, people skills and management
 
Personal Attributes:
· Entrepreneurial in spirit and can navigate a consultative business relationship
· Interest in investing and connection with tax planning
· Comfortable with advising affluent clients on tax/financial planning matters

IQ PARTNERS is committed to operating an inclusive, barrier-free recruitment and selection process, and we encourage candidates of every race, gender, age, religion, identity, and experience to apply for this position. We’d be happy to provide accommodation for any candidate that requires assistance due to a disability or medical need. Please contact us at 416-599-4700 or by email at [email protected] to discuss specific accommodations.

Job Title:
Tax Director (Wealth Management)

Location:
Toronto, Ontario

Type:
Permanent / Full Time

Job ID:
#514005
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