Tax and Estate Planning Consultant

3 days ago


Toronto, Ontario, Canada Foresters Financial Full time
Job Title: AVP, Tax

Foresters Financial is 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 ensure effective delivery of tax and estate planning services
  • Stay up-to-date with changes in tax laws and regulations
Requirements:
  • Strong understanding of tax laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong analytical and problem-solving skills

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.



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