Richardson Wealth Ltd
Wealth Planning Tax Specialist for High-Net-Worth Clients
Job Description
Join as a Tax Specialist focusing on wealth planning services for affluent clients. Provide expert guidance on Canadian and Cross Border tax matters while collaborating with Investment Advisors.
This position demands over 10 years of experience in planning, especially in tax strategies and estate management. Engage with clients to tailor solutions, lead workshops, and ensure seamless implementation of financial strategies. You will also play a role in enhancing service standards within the organization.
Key Responsibilities:
• Offer wealth planning and tax guidance to clients
• Conduct client meetings and strategy sessions
• Present wealth planning seminars and workshops
• Collaborate in designing tailored planning strategies
• Contribute to quality assurance and file reviews
Requirements:
• 10+ years of specialized tax and estate planning experience
• Required professional qualifications in accounting or law
• Excellent relationship management skills
This position demands over 10 years of experience in planning, especially in tax strategies and estate management. Engage with clients to tailor solutions, lead workshops, and ensure seamless implementation of financial strategies. You will also play a role in enhancing service standards within the organization.
Key Responsibilities:
• Offer wealth planning and tax guidance to clients
• Conduct client meetings and strategy sessions
• Present wealth planning seminars and workshops
• Collaborate in designing tailored planning strategies
• Contribute to quality assurance and file reviews
Requirements:
• 10+ years of specialized tax and estate planning experience
• Required professional qualifications in accounting or law
• Excellent relationship management skills