Job Description

Our client is an independent investment boutique, 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

  • Provide high level tax expertise to the team and to provide oversight to ensure Client tax strategies (personal and corporate) are optimized and implemented effectively

  • Ability to effectively explain tax concepts to non-tax professionals

  • Client-centred problem solving that requires a higher level of technical ability and experience

  • Providing guidance on Holding Companies, Trusts and Estate Planning

Qualifications

  • CPA a must

  • CFA, TEP, CFP, Tax Specialist designation preferred

  • Minimum 5+ years’ experience working in high net worth financial planning, accounting, taxation and/or estate planning

  • Completion in CICA/CPA In-Depth Tax Course is considered a strong asset

  • 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 info@iqpartners.com to discuss specific accommodations.

Job Title:
Tax / Relationship Director
Location:
Toronto, Ontario
Type:
Perm
Salary:
N/A
Job ID:
#8936
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