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Senior Manager, Wealth Management Taxation
11 hours ago
Select how often (in days) to receive an alert: Senior Manager, Wealth Management Taxation - GTA West Requisition ID: 241803 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 planning expertise and enhancing the delivery of the Total Wealth offering. Key Accountabilities Collaborating with a team of advanced planning specialists to provide tax and estate planning strategies to complex 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. 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. Specialized Knowledge Federal and provincial/territorial 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 planning; 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, estate, and gift taxation and related issues. Ideal Candidate 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. Preferred 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 #LI-CV1 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
