Job Description
As part of the Canadian tax team, you will be autonomous and able to plan, organize, direct and contribute directly to the management of trusts, estate and post-mortem planning mandates and estate settlements. You will be the client contact person for coordinating and responding to a variety of ad‑hoc and multidisciplinary requests and queries. You will also be the contact person for the progress of staff assigned to these files. This job requires a variety of interactions with associates, managers and partners, as well as directly with customers.
- At least 2‑3 years’ experience in a similar position;
- Knowledge of certain cross‑border rules (U.S. estate tax, payments to Canadian non‑residents, etc.) to coordinate and collaborate with our U.S. and international tax team;
- Knowledge of investment, insurance and planning products to optimize their use;
- Knowledge of matrimonial property regimes and rules governing family a...