Director, Tax

Director, Tax & Estate PlanningPurpose of role: The Director, Tax & 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.Key ResponsibilitiesProvides 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 taking into account the needs of the Advisor and their clientsProvides tax expertise and analysis on new product development initiativesSupports other internal partners with tax and legal expertiseRepresents the company on industry or internal committees with respect to legislative and company initiatives related to insurance productsFosters effective working relationships with the Broker community and advanced tax and estate expertsReviews financial plans for opportunities for advanced insurance opportunitiesCollaborates with VIP Advisors on advanced and/or complex insurance questions and issues to develop value-added client solutionsEducation and Technical ResourcesDevelops a knowledge base of technical reference materials, educational and sales presentations, webinars and associated documentation to support and educate Advisors, Wholesalers and Inside Sales RepresentativesProvides accurate and timely technical information to Advisors and Wholesalers with respect to tax, estate planning and regulatory mattersIncreases the knowledge and understanding of Advisors, Wholesalers and other key stakeholders with insurance products by supporting and developing sales concepts/strategies, including supporting illustrations and presentationsDevelops and communicates materials regarding new and/or changing legislationUpdates and maintains technical reference materials in English and French to ensure accuracy and currencyAssists and coaches the Inside Sales Team in providing effective assistanceResearchConducts research regarding technical tax and estate planning issues to support large case filesMaintains an extensive knowledge of tax and estate planning issues related to the insurance industryMaintains an in-depth knowledge of insurance company products, concepts, and illustration systemsKey QualificationsEducation (minimum required): Legal or accounting designation with tax experience, (e.g., Masters in Tax or CICA in-depth tax course)CFP and/or TEP designations are an assetExperience (minimum required): Expertise in the taxation of private companies, trusts and estate planning and financial planning skills are strong assetsMinimum 10 years’ experience in a similar positionExtensive experience dealing with and managing advisors and their expectationsAdvanced knowledge of life insurance company products and illustration softwareExtensive knowledge and experience in personal and corporate insurance planning, and estate planning issues, needs analysis and identification, and solutionsAbility to think creatively to identify sales and product opportunitiesAbility to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts as well as illustrations and power point presentations to support a sales concept packageAbility to understand and apply complex legislation to sales situations and to provide meaningful direction and product feature application to the various distribution channels in a way that educates them and serves insurance customers bestExcellent oral and written communication and presentation skills, with the ability to interpret and communicate technical information to non-technical audiences and manage the message when communicating with Advisors and WholesalersExcellent organizational and prioritization skills and ability to meet tight deadlinesComputer software knowledge (Microsoft Office Excel, PowerPoint, Word, Teams)Bilingual in French an assetEqual Opportunity Employment and InclusionEqual Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email accommodations@foresters.com in advance of your appointment.Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team. #J-18808-Ljbffr