Tax Planning Manager

4 weeks ago


Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

Manager – Tax & Estate Planning

Owens MacFadyen Group (OMG) is a boutique wealth management firm specializing in high-net-worth clients. Our comprehensive wealth management approach has been delivering exceptional results since 1995.

We are seeking a Tax Planning Manager to join our Saint John, NB office. This role involves collaborating with advisors and planning professionals to provide clients with tailored wealth management solutions. If you are a motivated tax professional looking to build a career in wealth management, this could be the right fit.

OMG is committed to delivering privacy, confidentiality, and integrity in all our interactions. Our clients value competent, independent professional advice delivered by specialists working within a team environment.

Responsibilities:

  • Develop customized financial plans for income, estate, and savings.
  • Summarize legal documents and provide commentary on wills, family trusts, and shareholder agreements.
  • Provide advanced tax and estate planning, including AMT recovery plans, TOSI rules, and sale of business options.
  • Train junior analysts and review their work.
  • Creation, presentation, and delivery of monthly tax calls, new advisor training modules, and special requests.
  • Communicate directly with clients and collaborate with external consultants.
  • Must be willing to work onsite at our Saint John office.

Qualifications:

  • University degree or diploma in accounting, finance, or a related field.
  • CPA designation required.
  • 5+ years of progressive accounting and tax experience.
  • In-depth taxation course would be considered an asset.
  • Extensive knowledge of finance and tax planning strategies.
  • Ability to communicate complex ideas in a comprehensive and practical manner.
  • Effective communication and presentation skills.
  • Strong proficiency in Excel and Word.
  • Exceptional planning, organizational, and time management skills.
  • Previous experience handling confidential information with integrity.
  • High attention to detail and accuracy.
  • Able to manage ambiguity and prioritize tasks.
  • Curiosity and action-orientated mindset.

We are looking for a motivated tax professional who wants to add value to a high-performing team and build a career in wealth management.



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