Director Advanced Tax Estate Planning
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Apply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams.
This senior technical resource advises affluent business owners, families, clients, accountants, lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth protection, risk management, and charitable giving. The work centers on tax-efficient life insurance solutions.
Key Responsibilities:
- Provide advanced tax-driven life insurance planning expertise
- Quantify insurance needs and develop recommendations with sales
- Manage implementation of documented life insurance solutions
- Review tax reporting and legislative impacts
- Support responses to Canada Revenue Agency audits
Requirements:
- University degree or equivalent business experience
- CPA designation and CPA In-Depth Tax Program completion
- At least seven years of relevant experience
- Advanced life insurance, personal, corporate, and estate tax knowledge
- Strong communication, Excel, PowerPoint, math, and time management skills
Bring precise tax, estate planning, and life insurance expertise to complex client situations at Westward.
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