Director Advanced Tax Estate Planning
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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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Director Advanced Tax Estate Planning
4 days ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada Westward Advisors Ltd. Full-timeApply 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...
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Director, Tax and Estate Planning
4 days ago
Vancouver, BC, Canada Westward Advisors Ltd. Full-timeWestward’s vision is to achieve lasting success by protecting high-net-worth business owners and their families through trusted expertise in multi-generational life insurance planning.For more than 25 years, we have helped clients protect their families and businesses while growing and preserving wealth and estates in a tax-efficient manner.Working closely...
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Director, Tax and Estate Planning
4 days ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada Westward Advisors Ltd. Full-time €130,000 - €180,000 TemporaryWestward’s vision is to achieve lasting success by protecting high-net-worth business owners and their families through trusted expertise in multi-generational life insurance planning. For more than 25 years, we have helped clients protect their families and businesses while growing and preserving wealth and estates in a tax-efficient manner. Working...
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Vancouver, BC, Canada IDC Worldsource Insurance Network Inc. Full-timeThe National Director, Tax, Estate & Insurance Planning serves as a national technical resource and thought leader, providing advanced planning expertise, education and consultation to advisors and internal stakeholders across Canada. This role is responsible for delivering guidance on complex tax, estate, wealth transfer and insurance planning strategies...
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Senior Tax Estate Planning Consultant
24 hours ago
Vancouver, BC, Canada RBC Full-timeBring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek. As a Financial Advisory Consultant, you will provide specialized guidance across tax, estate, and financial planning matters. The work includes corporate...
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National Expert in Tax and Estate Planning
3 days ago
Vancouver, BC, Canada IDC Worldsource Insurance Network Inc. Full-timeStep into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada.As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish...
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Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada IDC Worldsource Insurance Network Inc. Full-timeThe National Director, Tax, Estate & Insurance Planning serves as a national technical resource and thought leader, providing advanced planning expertise, education and consultation to advisors and internal stakeholders across Canada. This role is responsible for delivering guidance on complex tax, estate, wealth transfer and insurance planning strategies...
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Private Client Tax Associate
2 days ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada ROSS Full-timeA leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...
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National Expert in Tax and Estate Planning
5 days ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada IDC Worldsource Insurance Network Inc. Full-timeStep into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada. As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish...
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Senior Tax Estate Planning Consultant
6 days ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada RBC Full-timeBring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek. As a Financial Advisory Consultant, you will provide specialized guidance across tax, estate, and financial planning matters. The work includes corporate...