Chief Tax and Estate Planning Strategist

2 weeks ago


Toronto, Ontario, Canada Mackenzie Investments Full time
About Mackenzie Investments

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

Job Summary

We are seeking a highly skilled Chief Tax and Estate Planning Strategist to join our team in Toronto. As a key member of our Tax and Estate Planning team, you will be responsible for providing expert guidance on tax and estate planning strategies to advisors and planners.

Responsibilities
  • Identify complex tax and estate planning issues encountered by financial advisors and provide actionable solutions to case queries.
  • Develop comprehensive tax and estate summary reports for high-net-worth clients, ensuring alignment with the company's department mandate.
  • Collaborate with sales teams to educate advisors and investors on tax-free savings plans, registered disability savings plans, and other relevant topics.
  • Support the development of effective tax and estate planning strategies that enhance the client experience and drive business growth.
Requirements
  • Demonstrate a strong understanding of philanthropy, donor-advised funds, and disability planning.
  • Stay up-to-date with the latest estate laws in Canada and apply this knowledge to provide expert advice.
  • Utilize various tax and estate planning resources, including the Income Tax Act and CRA guides, to inform decision-making.
  • Possess proficiency in the use of databases such as Ernst and Young and CCH Canada.
  • Candidates should have completed or be working towards completion of Levels I, II, and III of the CPA In-depth Tax Course.
Salary Range

The estimated salary for this role is between $120,000 and $180,000 per annum, based on industry standards and location. This figure may vary depending on qualifications and experience.


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