Senior Tax and Estate Planning Specialist
1 day ago
The TREPS head office role is a key position that supports both internal departments and field members of the TREPS team. The successful candidate will be responsible for producing a variety of support materials, presenting at industry conferences, and staying on top of developments in case law and legislative changes.
Key Responsibilities- Develop and present complex legal issues to various audiences through presentations, articles, and marketing materials.
- Build relationships with internal and external partners to answer and support questions from the field.
- Present and educate advisors on legal and tax topics at industry conferences and professional organizations.
- Write and produce articles for industry publications and resource materials to support sales in the High Net Worth space.
- Remain current on all legal issues relevant to estate planning and High Net Worth planning.
- Assess risks related to concept illustrations and write disclosure that addresses that risk.
- Determine records retention and compliance issues related to the TREPS team.
- Participate in various head office projects and initiatives.
- A law degree with experience in wills, trusts, family law, corporate law, and tax.
- Experience in private practice in wills, estates, family law, and tax (ideally 3-5 years) is preferred.
- Strong legal, presenting, and writing skills.
- A willingness to stay on top of case law and legislative updates that impact estate planning in the high-net worth space.
- Some cross-border US knowledge in tax and legal issues related to life insurance and estate planning would be an asset.
Manulife Financial Corporation is a leading international financial services provider. We strive to attract, develop, and retain a diverse workforce and foster an inclusive work environment. We are committed to fair recruitment, retention, advancement, and compensation, and we administer all of our practices and programs without discrimination.
Primary Location: CAN, Ontario - Full Time Remote
Working Arrangement: Remote
Salary range is expected to be between $101,700.00 CAD - $183,060.00 CAD.
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