Tax Planning Director

1 week ago


Toronto, Ontario, Canada Mackenzie Investments Full time

About Mackenzie Investments

Mackenzie Investments is a leading diversified wealth and asset management company with approximately $252 billion in total assets under management. We provide a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Job Title: Tax Planning Director

We are currently seeking an experienced Tax Planning Director to join our team in Toronto. As a key member of our Tax and Estate Planning team, you will play a critical role in providing tax and estate planning support to advisors and planners, helping them protect and grow their clients' wealth.

Key Responsibilities:

  • Identify tax and estate planning issues encountered by financial advisors and provide resolutions to case queries.
  • Provide detailed responses to tax and estate planning inquiries.
  • Act as a referral point to sales when tax and/or estate planning strategies uncover sales opportunities.
  • Support Mackenzie Private Wealth Client Services by researching and developing comprehensive Tax and Estate summary reports for high-net-worth clients.
  • Support the sales teams in advisor/investor education relating to the Mackenzie Charitable Giving Fund, Registered Disability Savings Plan, and Tax-Free Savings Plan.

Requirements:

  • Very good understanding of philanthropy, donor advised funds, and disability planning.
  • Very good understanding of estate laws in Canada.
  • Experience in dealing with wills, estates, and trust administration.
  • Very good understanding of the mutual fund industry and mutual funds necessary to ensure tax/estate service provided remains in scope of the department mandate.
  • Proficiency in the use of various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency guides, bulletins, and information circulars, Ernst and Young databases, CCH Canada databases) and interpret and apply concepts to real-life situations.
  • Completion or working toward completion of Levels I, II, and III of the CPA In-depth Tax Course.

Estimated Salary Range: $120,000 - $180,000 per year



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