Director, Tax and Estate Planning
5 hours ago
This is an excellent opportunity to work as a Director, Tax and Estate Planning at a national company, advise on complex initiatives and support clients, advisors and long term business growth. The Director will strategically guide and play an integral role in the senior leadership team, while collaborating across different business units on stimulating and innovative matters. This is an amazing senior level non traditional opportunity for a seasoned Tax and Estate Planning lawyer or accountant to work at a leading company. This is a hybrid role which can be done in Montreal, in Quebec, or in Ontario.Responsibilities:Participate as a member of the Senior Management team and advise re: corporate strategy and direction;Ensure teams are current and effective re: product application and technical knowledge;Ensure business growth and advise and consult on sophisticated matters;Collaborate with stakeholders re: business solutions, concept development and support;Develop tax and estate planning strategies, product development and presentations;Design and conduct presentations to internal and external stakeholders;Advise re: creation of web content, supporting documents, case studies and marketing materials;Monitor, review and communicate the impact of federal and provincial laws re: products, advisors and marketing content;Act as a subject matter expert with media and business initiatives as applicable;Engage in strategic meetings re: marketing and distribution matters;Support professional development initiatives; andPrepare annual department performance and KPIs.Experience:The ideal candidate will have/be:A law degree and member of the Quebec Bar or another provincial Bar or an accounting degree is an asset;A minimum of 5 years of pertinent experience in a senior role with people leadership experience;Solid experience in insurance in tax and estate planning;Experience in insurance products and sales strategies, and marketing;Solid research, writing, and analytical skills;Strong analytical, interpersonal and problem solving abilities;Demonstrated strategic planning and business acumen;Excellent communication and presentation skills; andBilingual (French and English)This is an outstanding opportunity to work in a leadership capacity as a Director, Tax and Estate Planning at a leading company and play a key role within a senior leadership team, work on stimulating matters, collaborate across business units in a dynamic, collegial and flexible environment that offers an attractive compensation scheme.If this describes you and you are interested in this excellent role, then please send us your details.We thank all applicants, only those candidates with the requisite experience will be contacted.This is an active opening for a current role.AI may be used, only for initial resume review. All other decisions are human-made. #J-18808-Ljbffr
-
Director, Tax
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading bank in the Americas is seeking a Director for Tax, Estate Planning, and Retirement Strategy in Montreal. This role requires over 10 years of experience in financial planning with a strong understanding of Canadian tax systems. The successful candidate will partner with sales teams to provide tax and estate insights and develop training materials....
-
Director, Tax
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading bank in the Americas is seeking a Director for Tax, Estate Planning, and Retirement Strategy in Montreal. This role requires over 10 years of experience in financial planning with a strong understanding of Canadian tax systems. The successful candidate will partner with sales teams to provide tax and estate insights and develop training materials....
-
Director, Tax
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading bank in the Americas is seeking a Director for Tax, Estate Planning, and Retirement Strategy in Montreal. This role requires over 10 years of experience in financial planning with a strong understanding of Canadian tax systems. The successful candidate will partner with sales teams to provide tax and estate insights and develop training materials....
-
Director, Tax
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading financial institution is seeking a Director of Tax, Estate Planning, and Retirement Strategy in Montreal. The ideal candidate will have over 10 years of experience in financial planning and tax strategy, along with strong communication skills. This role involves partnering with sales teams, developing training materials, and providing technical...
-
Director, Tax
13 hours ago
Montreal (administrative region), Canada Scotiabank Full timeA leading financial institution is seeking a Director of Tax, Estate Planning, and Retirement Strategy in Montreal. The ideal candidate will have over 10 years of experience in financial planning and tax strategy, along with strong communication skills. This role involves partnering with sales teams, developing training materials, and providing technical...
-
Director of Tax
13 hours ago
Montreal (administrative region), Canada Life After Law Full timeA national company is looking for a Director of Tax and Estate Planning in Montreal, Quebec. This senior-level hybrid role involves advising on corporate strategy, developing tax strategies, and collaborating with stakeholders. The ideal candidate will have a law degree, at least 5 years of relevant experience, and be bilingual in French and English. This...
-
Montreal (administrative region), Canada Scotiabank Full timeTitle: Director, Tax, Estate Planning, and Retirement Strategy - Montreal, QCRequisition ID: 246686Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Director, Tax, Estate Planning, and Retirement Strategy serves as a subject matter expert supporting the firm’s distribution team and advisor network....
-
Montreal (administrative region), Canada Scotiabank Full timeTitle: Director, Tax, Estate Planning, and Retirement Strategy - Montreal, QC Requisition ID: 246686 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Tax, Estate Planning, and Retirement Strategy serves as a subject matter expert supporting the firm’s distribution team and advisor network....
-
Tax Director
13 hours ago
Montreal, Canada Patrimonica Advisory Inc. Full timeJoin to apply for the Tax Director role at Patrimonica Advisory Inc.10 months ago Be among the first 25 applicantsJoin to apply for the Tax Director role at Patrimonica Advisory Inc.In general, the Tax Director will take charge of more complex tax files, prepare and review taxreturns, provide expertise for tax planning of client files, collaborate in...
-
Tax Director
5 days ago
Montreal, Canada Patrimonica Full timeIn general, the Tax Director will take charge of more complex tax files, prepare and review taxreturns, provide expertise for tax planning of client files, collaborate in supervising the team in order tocomply with all timelines and accuracy of records, and provide support and training to the team. Position Description: • Participation in meetings with...
