Tax and Estate Specialist

4 weeks ago

Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

**Tax and Estate Specialist**

**Location**:This position can be based out of any of our office locations across Canada.

**Our Organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- Investment Executive 2024 Brokerage Report Card.

**The opportunity**:
Reporting to the Vice President, Advanced Wealth Planning Strategy and Services, the Tax and Estate Specialist is responsible for providing advanced taxation and estate planning guidance, client meeting support, training and resource materials to the wealth planning team and Advisors.

**Key responsibilities include**:

- Provide advanced taxation and estate planning and other financial planning support for the Advanced Wealth Planning team, Advisors and clients.
- Produce written reports and wealth plans for complex client situations, advising on tax, estate and other wealth planning opportunities, strategies and issues.
- Participate in and/or lead meetings or conference calls with Advisors, clients and/or their external advisors on matters relating to tax and estate planning.
- Collaborate and work closely with client’s other professional advisors in the spirit of delivering a holistic experience.
- Initiate, develop and deliver advanced taxation and estate planning training for the Advanced Wealth Planning team.
- Manage, update and enhance team precedent file on wealth planning considerations.
- Develop and launch training and education initiatives and wealth planning tools and resources for WA advisory teams.
- Prepare, refine and deliver presentations and technical written material for both internal and external use in collaboration with the Vice President, Advanced Wealth Planning Strategy and Services.
- Proactively maintain current and in-depth knowledge of all areas of the wealth planning process, including financial, education, insurance and risk management, retirement, tax, business and estate planning.
- Develop and maintain relationships with Centers of influence.
- Recognize and foster intergenerational wealth management amongst WA advisors and their client families.
- Other duties as assigned.
- Degree in law, business administration, accounting, finance, or similar field of study.
- Masters in tax law or the CPA Canada In-Depth Tax Program is an asset.
- Minimum 7 years’ total tax and estate planning experience.
- Minimum 3 years’ tax and/or estate planning experience at a law or accounting firm.
- Cross-border (Canada-U.S.) tax experience is strongly preferred.
- Strong insurance background is an asset.
- Professional accounting (CPA) or legal designation.
- TEP is strongly preferred.
- CFP, FEA and/or CLU is an asset.
- Experience using Conquest or NaviPlan is an asset.
- Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
- Exhibit a high level of professionalism that allows clients to feel comfortable discussing personal, confidential information.
- Strong presentational skills.
- Ability to keep up with Canada’s overall economic and financial environment, current events and trends and changes to legislation as it relates to income tax and wealth transfer planning.
- An entrepreneurial spirit to participate in Wellington-Altus’ continued growth, and a desire to continuously exceed client expectations.
- Ability to work closely and collaboratively with others, across multiple locations.
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
- Proficiency in executing the strategies and plans developed by the VP, with a focus on delivering tangible results.
- Focus on building strong relationships and fostering trust with Advanced Wealth Planning team, Advisors, clients and COIs.
- Strong organizational and time management skills, with the ability to deal with numerous activities with varying degrees of priority and deadlines.
- Meticulous attention to detail.
- Excellent analytical skills.
- Demonstrated exceptional communication skills, both verbal and written, to effectively convey advice to diverse clients and collaborate with team members.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- Must be able to travel 0-10% of the time.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**:

  • Tax and Member Services Advisor

    2 months ago

    Winnipeg, Canada FBC Farm and Small Business Tax Consultants Full time

    Overview As a Tax and Member Services Advisors, you will take the time to understand our Member’s financial situation and provide tailored tax strategies that minimize taxes in both the short and long term. In addition, you will introduce them to our full range of services, including bookkeeping, legal assistance, payroll, and access to financial...

  • Estate and Trust Advisor

    6 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients. Duties & Responsibilities: Business Development - Review and assess with clients their individual and...

  • Estate and Trust Advisor, Md Trust

    5 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you? In this role, you will**: The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients by: - ** Business Development**: Review and assess...

  • Estate and Trust Advisor, Md Trust

    5 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients by: - Business Development: Review and assess with clients their individual and family estate planning...

  • Estate and Trust Advisor, Md Trust, Winnipeg or

    5 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients in the Winnipeg, MB area by: - Business Development: Review and assess with clients their individual and...

  • Tax Manager

    1 month ago

    Winnipeg, Manitoba, Canada BDO Canada LLP Full time

    BDO Canada LLP is seeking a Tax Manager to join our Domestic Tax practice. As a key member of our team, you will be responsible for leading client engagements, identifying and developing strategies for clients to capitalize on business and tax opportunities, and preparing and reviewing tax reorganizations and corporate, trust and estate tax returns.Key...

  • Real Estate Project Specialist

    1 month ago

    Winnipeg, Manitoba, Canada beBee Professionals Full time

    We are seeking a highly skilled Real Estate Project Specialist to join our team at beBee Professionals. The successful candidate will have a Bachelor's degree in Real Estate, Business Administration, or a related field, and at least 3 years of experience in real estate project management. Key responsibilities include managing and coordinating all aspects of...

  • Payroll Tax Specialist

    1 month ago

    Winnipeg, Manitoba, Canada beBee Professionals Full time

    Job Title: Payroll Tax SpecialistJob Summary: We are seeking a highly skilled Payroll Tax Specialist to join our team at beBee Professionals in Winnipeg. The successful candidate will be responsible for the preparation and filing of payroll taxes, as well as the maintenance of payroll records.Key Responsibilities:Preparation and filing of payroll...

  • Real Estate Officer Associate

    6 months ago

    Winnipeg, Canada City of Winnipeg Full time

    Under the general supervision of the Supervisor of Sales and Acquisition, the Real Estate Officer Associate is assigned work relating to the acquisition and sale of tax sale properties and City owned real property. Duties will vary and will include providing administrative support with the following internal and external Departments or Agencies: - Legal...

  • Tax Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada KPMG-Canada Full time

    OverviewAt KPMG Canada, you'll be part of a diverse and dedicated team of problem solvers, connected by a common goal: turning insight into opportunity for clients and communities worldwide. As a Specialist in the Enterprise Tax practice, you'll excel in servicing the planning and compliance needs of our clients. This role provides the opportunity to...

  • Consultant, Property Tax Services

    5 months ago

    Winnipeg, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Property Tax Services team as a Consultant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic...

  • Tax Specialist

    1 month ago

    Winnipeg, Manitoba, Canada KPMG-Canada Full time

    OverviewAt KPMG Canada, you'll be part of a diverse and dedicated team of problem solvers, working together to turn insight into opportunity for clients and communities worldwide. As a Specialist in the Enterprise Tax practice, you'll excel in servicing the planning and compliance needs of our clients. This role offers the chance to participate in a broad...

  • Payroll Specialist

    1 month ago

    Winnipeg, Manitoba, Canada beBee Professionals Full time

    Job Title: Payroll Tax SpecialistJob Summary: We are looking for a highly skilled Payroll Tax Specialist to join our team at beBee Professionals in Winnipeg. The successful candidate will be responsible for the preparation and filing of payroll taxes, as well as the maintenance of payroll records.Key Responsibilities:Preparation and filing of payroll...

  • Tax Manager

    3 weeks ago

    Winnipeg, Manitoba, Canada BDO Full time

    Unlock Your Tax Expertise as a BDO ProfessionalBDO is a firm built on positive relationships with our people and clients. Our professionals provide exceptional service, delivering advice and insight clients can trust. We offer an award-winning environment that fosters personal and professional growth.Your OpportunityWe're seeking a Tax Manager for our...

  • Tax Leadership Specialist

    1 week ago

    Winnipeg, Manitoba, Canada Baker Tilly Canada Full time

    Baker Tilly Canada is seeking a Tax Leadership Specialist for our Winnipeg office.With strong industry experience and leadership skills, you will be responsible for developing and implementing tax strategies, mentoring staff, and managing engagement financials.We offer a competitive compensation package of $90,000 to $110,000 per year, based on your...

  • Estate Planning Manager

    1 week ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking an experienced Estate Planning Manager to join our team at Royal Bank of Canada. As a key member of our trust services team, you will play a vital role in providing exceptional client service and delivering comprehensive estate planning solutions.Key ResponsibilitiesCreate and implement customized estate plans that meet clients'...

  • Tax Manager

    6 months ago

    Winnipeg, Canada Baker Tilly Canada Full time

    **Tax Manager** **Winnipeg, Manitoba, Canada**: Current Opportunities Baker Tilly HMA LLP and its predecessor firm have been providing professional services across Manitoba since 1957. In that time, the firm’s staff contingent has grown significantly and we are proud to have built a group of talented, ambitious professionals who are passionate about what...

  • Manager, Property Tax

    3 months ago

    Winnipeg, Canada Broadstreet Properties LTD Full time

    As the Manager, Property Tax Assessments and Valuation, you and your team will be responsible for managing the property tax assessments for the organization's assets. You will build relationships with stakeholders such as municipal and provincial assessors, external appraisers, other experts and service providers. You and your team will ensure our assets are...

  • Income Tax Clerk

    2 months ago

    Winnipeg, Canada Manitoba Government Full time

    **Income Tax Clerk**: CL4 Clerk 4 Regular/full-time Department of Consumer Protection and Government Services Public Guardian and Trustee, Consumer Protection Winnipeg MB Advertisement Number: 43389 Salary(s): CL4 $53,864.00 - $62,886.00 per year Closing Date: October 6, 2024 The Manitoba government recognizes the importance of building an exemplary...

  • Tax Manager

    4 weeks ago

    Winnipeg, Manitoba, Canada Baker Tilly Full time

    Baker Tilly is a leading professional services firm with a strong presence in Manitoba. Our team of talented professionals is passionate about delivering exceptional results to our clients.We have a diverse client base that includes local owner-managed businesses, not-for-profit organizations, governments, professionals, and individuals. Our industry...