AVP, Tax

2 months ago


Old Toronto, Canada Foresters Financial Services, Inc. Full time
h3>AVP, Tax & Estate Planning

Time Type: Full Time

AVP, Tax & Estate Planning

The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is national in scope and the incumbent will have the opportunity to build a national advisory practice supporting key Advisors, Wholesalers and business growth.Provides case-specific consulting and advisory support to Advisors and Wholesalers on tax, product, conceptual, legal and accounting issues in complex estate, tax and business planning situations.Provides tax expertise and analysis on new product development initiatives.Supports other internal partners with tax and legal expertise.Fosters effective working relationships with the Broker community and advanced tax and estate experts.

Education and Technical Resources Develops a knowledge base of technical reference materials, educational and sales presentations, webinars and associated documentation to support and educate Advisors, Wholesalers and Inside Sales Representatives.Provides accurate and timely technical information to Advisors and Wholesalers with respect to tax, estate planning and regulatory matters.Updates and maintains technical reference materials in English and French to ensure accuracy and currency.Conducts research regarding technical tax and estate planning issues to support large case files.Maintains an extensive knowledge of tax and estate planning issues related to the insurance industry.Maintains an in-depth knowledge of insurance company products, concepts, and illustration systems.
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