Tax / Relationship Director

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