Tax & Estates Manager — Toronto Wealth Advisory

A boutique Wealth Management firm is looking for a Manager of Tax and Estates in Toronto. This role demands advanced knowledge in taxation and experience in financial services. Responsibilities include developing Excel tools for analysis, preparing presentations, and conducting insurance analysis. Candidates with professional designations such as CFA or CPA will be highly valued. Join a collaborative team that encourages professional development and innovation, while thriving in a fast-paced environment.
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