Current jobs related to Senior Manager, Wealth Management Taxation - Old Toronto Ontario, CA - Scotiabank

  • Senior Tax Manager

    1 month ago

    North York, Ontario, A0F, CA HeadSource International Full time

    Senior Tax Manager Our client is looking for a Senior Tax Manager to join our Tax Advisory Group. The successful candidate will have the opportunity to lead team members on client engagements in a expanding mid-sized firm where you would be relied upon to provide tax advisory and guidance to staff, including reviewing their work for accuracy and...

  • Senior Manager IT

    7 days ago

    Markham, Ontario, I3P, CA Advanced Micro Devices inc. Full time

    WHAT YOU DO AT AMD CHANGES EVERYTHINGWe care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences – the building blocks for the data center, artificial intelligence, PCs, gaming and embedded. Underpinning our...

  • Resident Care Director-RPN

    4 weeks ago

    Windsor, Ontario, K6U, CA Sunrise Senior Living Full time

    Sunrise of Windsor The Resident Care Director (RCD) serves as the nursing clinical leader for the community and is responsible to lead and manage the health and wellness along with coordination of care and services to residents within the community. Responsible for oversight and implementation of all Care programs, regulatory compliance, recruiting and...

  • Senior Manager, HR Solutions and Systems

    1 week ago

    Markham, Ontario, I3P, CA Extendicare Canada Inc. Full time

    Job Description The Senior Manager, HR Solutions & Systems will be responsible for day-to-day management of their technical team to meet delivery commitments on projects, backlog and issues aligned with Extendicare's strategic priorities. This is a critical role supporting Extendicare's HR transformation journey and evolution.This position offers a...

  • Manager, Clinical Resourcing Operations

    1 week ago

    Markham, Ontario, I3P, CA Extendicare Canada Inc. Full time

    Job Description Reporting to the Vice President, LTC Operations, this role will provide operational resource management support to Long-Term Care Homes in Ontario. The Manager, Clinical Resourcing Operations will be a key member of the Resident Care Leadership Team helping to lead clinical operations activities in the Resident Care Division and contribute to...

  • Regional Manager, Sales

    1 month ago

    Markham, Ontario, I3P, CA Extendicare Canada Inc. Full time

    Job Description The Opportunity Are you an experienced sales leader who is looking to make a difference in the Senior Living market? The Regional Manager of Sales & Resident Experience will play a key role in supporting ten (10) retirement living residences in meeting their occupancy and NOI goals. This role offers the unique opportunity to positively impact...

  • Audit Senior

    7 days ago

    North York, Ontario, A0F, CA HeadSource International Full time

    Audit Senior Location: North York, ON Position Type: Full-Time Experience Level: Mid-level Overview: Our client is seeking a highly motivated and detail-oriented Audit Senior to join their dynamic audit team. The ideal candidate will hold a CPA designation and have at least 3 years of audit experience in a public accounting firm, along with strong...

  • Graphics Memory Technical Program Manager

    7 days ago

    Markham, Ontario, I3P, CA Advanced Micro Devices inc. Full time

    WHAT YOU DO AT AMD CHANGES EVERYTHING We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences – the building blocks for the data center, artificial intelligence, PCs, gaming and embedded. Underpinning our...

  • Senior Financial Analyst

    7 days ago

    Markham, Ontario, I3P, CA Extendicare Canada Inc. Full time

    Job Description Reporting to the Finance Manager, the Senior Financial Analyst will be assisting the operations in processing and analyzing of financial data and reviews to drive financial performance and support our business partners. The candidate will also be responsible for setting up of financial data analysis and assisting in the month-end result...

  • Operations Manager

    7 days ago

    Windsor, Ontario, K6U, CA Reliance Comfort Limited Partnership oa Reliance Home Comfort Full time

    Operations Manager Windsor, ON, Canada Req #4788 October 22, 2024 Find Your Limitless with Reliance By joining Reliance as an Operations Manager, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we...

  • DV Manager

    7 days ago

    Markham, Ontario, I3P, CA Advanced Micro Devices inc. Full time

    WHAT YOU DO AT AMD CHANGES EVERYTHING We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences – the building blocks for the data center, artificial intelligence, PCs, gaming and embedded. Underpinning our...

  • Account Manager

    1 month ago

    Windsor, Ontario, K6U, CA Acklands-Grainger inc. Full time

    Work Location Type: Onsite As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.5 million customers worldwide with products delivered through innovative technology and deep customer relationships. We’re dedicated to providing value for customers,...

  • Account Manager

    7 days ago

    Windsor, Ontario, K6U, CA Acklands-Grainger inc. Full time

    Work Location Type: Hybrid WFS is committed to keeping businesses working and their people safe in the process. As a Grainger company, We Keep The World Working® by serving customers with products delivered through innovative technology and deep customer relationships. We’re dedicated to providing value for customers, fostering an engaging culture for...

  • Store Manager

    1 week ago

    Thunder Bay, Ontario, O7B, CA JYSK Canada Full time

    Job DescriptionAre you looking for something more than just a job? Are you looking for a community, a partnership, a team, and an opportunity to learn and grow in your career? As one of world’s leading, and fastest-growing home furnishing retailers, we know what it takes to build a satisfying career.The Role: As the Store Manager, you are responsible for...

  • Customer Experience Manager

    1 month ago

    Sault-Sainte-Marie, Ontario, CA Home Depot of Canada Inc. Full time

    With a career at The Home Depot, you can be yourself and also be part of something bigger. Customer Experience Manager Customer Experience Managers (CXM) are members of the store leadership and management team, overseeing execution of store standards across the entire store, including customer service, department readiness, and operational process. CXMs...

  • Hardware Test Engineering Manager

    1 month ago

    Markham, Ontario, I3P, CA Advanced Micro Devices inc. Full time

    WHAT YOU DO AT AMD CHANGES EVERYTHING We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences – the building blocks for the data center, artificial intelligence, PCs, gaming and embedded. Underpinning our...

  • Assistant Manager

    1 month ago

    North York, Ontario, A0F, CA Foot Locker Full time

    Overview You can’t think of anywhere else you’d rather be. You enjoy coaching and teaching your team to continually improve how they deliver a great in-store Customer Experience, and you’re now ready to start leading the team with all aspects of the Customer Experience, including: store operations, training, employee management, visual merchandising,...

  • Senior Rock Mechanics Engineer

    7 days ago

    Thunder Bay, Ontario, O7B, CA Newmont Goldcorp Canada Full time

    Workplace Type: Onsite At Newmont, people create the value in the metals we mine and are ambassadors in the communities where they live and work. As a team, we foster an environment in support of our people vision, where everyone belongs, thrives and is valued. We have built a diverse and inclusive workplace where our people can bring their differences to...

  • Project Engineering Manager, ASIC Design

    1 week ago

    Markham, Ontario, I3P, CA Synopsys Full time

    Our Silicon IP business is all about integrating more capabilities into an SoC-faster. We offer the world’s broadest portfolio of silicon IP-predesigned blocks of logic, memory, interfaces, analog, security, and embedded processors. All to help customers integrate more capabilities. Meet unique performance, power, and size requirements of their target...

  • Project Engineering Manager, ASIC Design

    7 days ago

    Markham, Ontario, I3P, CA Synopsys Full time

    We Are:At Synopsys, we drive the innovations that shape the way we live and connect. Our technology is central to the Era of Pervasive Intelligence, from self-driving cars to learning machines. We lead in chip design, verification, and IP integration, empowering the creation of high-performance silicon chips and software content. Join us to transform the...

Senior Manager, Wealth Management Taxation

3 months ago

Old Toronto Ontario, CA Scotiabank Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Title: Senior Manager, Wealth Management Taxation

Requisition ID: 196275

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Senior Manager, Wealth Management Taxation
Toronto


Job Purpose:


The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax expertise and enhancing the delivery of the Total Wealth offering. The Senior Manager will be closely involved with key activities led by the Director. While many activities will be shared across the team, the incumbent will have specific accountabilities where they take a leading position.


Key Accountabilities:


Enhance the delivery of the Total Wealth offering through the integration of advanced tax planning expertise by:

  • Collaborating with a team of planning specialists to provide advanced tax planning strategies to high net worth (HNW) and ultra-high net worth (UHNW) clients as part of a holistic wealth planning process that clients may then consider and implement with their own tax and legal advisors;
  • Consulting and discussing with advisors and their HNW and UHNW clients pointed tax information and guidance highlighting options regarding tax, trust and estate, intergenerational wealth transfer, business transition and succession, insurance, philanthropy, and education planning strategies to consider, which may then be implemented with their own tax and legal advisors;
  • Occasionally participating in business development activities and prospective client meetings;
  • Capturing and socializing success stories connected to client engagements; and
  • Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams’ service offerings.

Take a leading role related to the Wealth Management Taxation team’s thought leadership and article content creation by:

  • Writing and developing tax thought leadership and article content for publication both internally and externally to be used by advisors, clients, and prospects;
  • Working closely with colleagues to drive the planning around the development of new content and the related communications strategy;
  • Writing and editing internal memos and bulletins regarding legislative tax changes, Federal Budget announcements, and tax planning best practices; and
  • Reviewing content produced by advisors and other parts of the organization to ensure it is technically accurate and compliant with risk management guidelines.

Contribute to the effective delivery of tax educational sessions for Canadian Wealth Management by:

  • Preparing and presenting tax education and training content for internal professional development purposes as well as client-facing presentations;
  • Leading the facilitation of professional development activities for planning specialists with more advanced tax knowledge; and
  • Leveraging industry contacts to identify external tax specialists to present to the Wealth Management Taxation team on emerging changes in tax legislation and interpretations that impact advisors, clients, and the business.

Requirements:

  • Excellent verbal and written communication and presentation skills with the ability to adapt communication style based on audience, taking complex technical tax and legal concepts and communicating them in plain language when necessary;
  • Strong inclination towards strategic competencies – thinking, relationships, and influencing – that will support the ability to be innovative and evolve the Advanced Planning and Services offering;
  • The incumbent must be well suited to working independently and within a team environment; and
  • Some national travel will be required to attend internal meetings in support of the business as well as attend conferences.
  • The position requires a high degree of specialized knowledge and experience. The incumbent must be highly conversant on a variety of tax topics, including:
    • Federal and Provincial income tax law pertaining to individuals, trusts, and private corporations;
    • Taxation of Canadian Controlled Private Corporations (CCPCs) and their shareholders, and related planning issues such as business transition and succession, corporate reorganizations, intergenerational wealth transfer, and various corporate transactions;
    • Tax issues related to individuals, estates and trusts and applicable planning;
    • Tax strategies involving the use of life insurance for individuals and their private corporations;
    • Tax strategies related to philanthropy, leveraging, and education;
    • Uses and issues related to legal documents, such as wills, power of attorneys, trust agreements, shareholder agreements, franchise agreements, etc.);
    • The ability to read and interpret financial statements and personal, trust, and corporate income tax and information returns; and
    • Knowledge of U.S. income taxation and related issues.

The ideal candidate must have the following:

  • University degree;
  • CPA Canada In-Depth Tax Program or MTax degree; and
  • At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients.

It is preferable that the ideal candidate have the following:

  • Be fluent in speaking and understanding Mandarin and/or Cantonese;
  • Other professional designations (e.g., TEP, CFP, CLU);
  • In-Depth Tax Issues for the Owner-Managed Business course;
  • Solid understanding of financial products and services they are helping advisors to support; and
  • Solid knowledge of marketplace and competitive practices.
Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. #J-18808-Ljbffr