Scotiabank
Senior Taxation Manager at Scotiabank
Job Description
Advance your career with Scotiabank as a Senior Wealth Taxation Manager in Toronto or Southwest Ontario. This role emphasizes tax planning and client engagement for high-net-worth clients.
In this key position, you will collaborate closely with wealth advisors to create detailed tax and estate strategies for complex HNW and UHNW clients. Your insights will enhance Scotia Wealth Management offerings while nurturing strong client relationships and participating in business activities.
Key Responsibilities:
• Collaborate on tailored tax and estate strategies for clients
• Guide advisors through complex tax-related issues
• Participate in client meetings to foster business development
• Document and share successful client outcomes
• Identify improvement opportunities within service delivery
Requirements:
• 7+ years’ experience in HNW tax planning
• CPA Canada In-Depth Tax Program or MTax
• Excellent presentation and communication abilities
• Strong stra...
In this key position, you will collaborate closely with wealth advisors to create detailed tax and estate strategies for complex HNW and UHNW clients. Your insights will enhance Scotia Wealth Management offerings while nurturing strong client relationships and participating in business activities.
Key Responsibilities:
• Collaborate on tailored tax and estate strategies for clients
• Guide advisors through complex tax-related issues
• Participate in client meetings to foster business development
• Document and share successful client outcomes
• Identify improvement opportunities within service delivery
Requirements:
• 7+ years’ experience in HNW tax planning
• CPA Canada In-Depth Tax Program or MTax
• Excellent presentation and communication abilities
• Strong stra...