Strategic Tax Advisor for High Net Worth Individuals

We are looking for a seasoned tax professional to lead our client's tax practice area. The ideal candidate will manage multiple operations, ensuring compliance with laws and regulations while providing strategic tax planning and consulting services.Key Responsibilities:Oversee tax planning and compliance for high net worth individuals, guaranteeing timely...

We are an accounting, tax and advisory firm with a team of over 150 people.Job Summary:We are seeking a Strategic Financial Advisor to join our team in Toronto. This is a hybrid role that offers flexible hours and a competitive compensation package.In this role, you will provide expert advice on financial planning and wealth management to high net worth...

**High Net Worth Planner**: - 426526BR **Job Category - Primary** - Wealth Management **Work Location** - 5140 Yonge Street **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth Management takes...

Tax Planning Manager Opportunity at RSM US LLPWe are the leading provider of professional services to the middle market globally, with a purpose to instill confidence in a world of change. Our exceptional people empower our clients and colleagues to realize their full potential.RSM's Private Client Services practice takes a holistic approach to advising...

Sun Life Financial seeks a seasoned professional to excel in underwriting high net worth casesThis is an excellent opportunity for experienced underwriters to grow their skills and contribute to the company's success in serving its clients.The ideal candidate will have a minimum of 7-10 years of underwriting experience, with expertise in financial and...

About the RoleWe are seeking a Senior Business Planning Strategist to join our team in Toronto, Canada. As a key member of our Wealth Management division, you will be responsible for delivering high-value customized planning and guidance to high net worth business owner clients.Job ResponsibilitiesBusiness Planning: Work with advisors to deliver...

At Sun Life Financial, we're seeking a seasoned underwriting professional to join our High Net Worth Team. This is an exciting opportunity for someone who wants to make a difference in the lives of individuals, families, and communities around the world.We offer a competitive salary of $120,000 - $180,000 per year, depending on experience, plus a...

**Job Summary** **What is the opportunity?** The Ultra High Net Worth Services Consultant will be responsible for creating a “hybrid single family office” experience for Wealth Management Canada’s largest and most valued clients. As part of the Ultra High Net Worth Services (“UHNW”) team**,** this role will support investment advisors and...

Unlock Your Potential in High Net Worth UnderwritingAt Sun Life Financial, we are seeking an experienced and skilled Bilingual Senior Underwriting Consultant to join our team. As a key player in our High Net Worth business, you will have the opportunity to work with dynamic colleagues and leaders who are dedicated to your success and well-being.What We...

Unlock Your Potential as a High Net Worth Underwriting ExpertSun Life Financial is seeking a highly skilled and experienced underwriting professional to join our High Net Worth Team. As a key member of this team, you will play a vital role in creating a remarkable new business experience for our advisors and clients.About the RoleWe are looking for a...

**Client Advisor, High Net Worth Private Client Services** **What can you expect?** - You will be joining a positive, dynamic, and tenured team of insurance professionals who focus on Personal Lines in the High Net Worth segment of Marsh’s Private Client Services - We are a National team across Vancouver, Calgary, Toronto, and Montreal, consisting of...

Hiring Alert: Experienced tax professionals are sought after by emergiTEL to fill a key role in their team.The company provides advanced Canadian and US cross-border tax strategies, wealth transfer, and estate planning solutions for high net worth clients, including senior executives, business owners, athletes, and celebrities. This role involves engaging...

Seize a Dynamic Career OpportunityAt Sun Life Financial, we are seeking an exceptional Multilingual Senior Underwriting Expert, High Net Worth Opportunities, to join our team. This exciting role will involve leveraging your technical underwriting skills and bilingual abilities to make sound decisions and drive business growth.The ideal candidate will possess...

Tax Manager - Private CompanyWe are a leading provider of professional services to the middle market globally, with a purpose to instill confidence in a world of change. Our aim is to empower our clients and people to realize their full potential.RSM's Private Company tax practice takes a holistic approach to advising closely held businesses and their...

OverviewKassen Recruitment is seeking an experienced Tax Supervisor to lead our client's dynamic tax practice area. As a trusted advisor, you will oversee multiple operations, ensuring compliance with laws and regulations while providing strategic tax planning and consulting services.Job SummaryWe are looking for a seasoned professional with excellent...

About the Role:">This is a challenging and rewarding role that requires strong relationship-building skills, a sales-driven mindset, and the ability to coach peers to identify, pursue, and refer new business opportunities.Job Summary:">We are seeking a High Net Worth Wealth Management Consultant to join our team. In this role, you will be responsible for...

Description: We are seeking a talented individual to join our High Net Worth Private Client Services team at Marsh . This role will be based in Toronto and is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Advisor , you will be joining a positive, dynamic, and tenured team of insurance...

Hiring Alert: Senior Manager International Tax! My client, a leading Cross-Border Tax advisory firm, is expanding and looking for seasoned tax experts to join their team! Specializing in high net worth clients—including senior executives, business owners, athletes, and celebrities—the firm provides advanced Canadian and US cross-border tax strategies,...

Senior Manager, Cross Border Individual Tax RoleInspiring innovation and entrepreneurial spirit within empowered teams is what we thrive on. Combine your passion with purpose and join our culture that drives growth in the face of change.This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As...

Position OverviewMackenzie Investments is seeking a highly skilled Strategic Tax and Estate Planning Lead to join our team in Toronto.About the RoleThis is an exciting opportunity to leverage your expertise in tax and estate planning to support financial advisors and planners at Mackenzie Investments. As a key member of our Tax and Estate Planning team, you...