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Senior Tax and Estate Planning Consultant

2 months ago

Toronto, Ontario, Canada Foresters Financial Full time
Job Summary

We are seeking a highly skilled and experienced professional to join our team as an Assistant Vice President, Tax and Estate Planning. This role will provide consulting support to our Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.

Key Responsibilities
  • Provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues
  • Develop and implement tax and estate planning strategies for clients
  • Collaborate with cross-functional teams to deliver comprehensive solutions
  • Stay up-to-date with changes in tax laws and regulations
Requirements
  • Strong understanding of tax laws and regulations
  • Excellent analytical and problem-solving skills
  • Ability to communicate complex ideas effectively
  • Experience working in a fast-paced environment

Why Foresters Financial?

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.