Tax and Estate Planning Manager

2 days 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 market. Since 1995, we have provided a unique team-based approach to Comprehensive Wealth Management, allowing our clients to achieve better outcomes.

We are recruiting a Manager, Tax & Estate Planning, to join our Saint John, NB office. This role is an onsite position, not remote. Reporting to the Director of Tax & Estate Planning, you will be a subject matter expert and collaborate with Advisors and planning professionals to provide clients with comprehensive wealth management solutions.

OMG is committed to its clients and people. We deliver privacy, confidentiality, and integrity in all interactions. Our clients value competent, independent professional advice delivered by specialists in a team environment. We have over 90 people in Toronto, Halifax, Saint John, and Moncton. We are growing, and we are proud of our firm.

Responsibilities

  • Prepare complex financial plans for income, estate, and savings plans.
  • Summarize legal documents and provide commentary on wills, family trusts, and shareholder agreements.
  • Provide advanced tax and estate planning, including AMT recovery plans, new TOSI rules, triggering gains, and using CDA to fund lifestyle.
  • Train junior analysts and review their work.
  • Create, present, and deliver monthly tax calls, new Advisor training modules, and special requests for clients.
  • Communicate directly with clients and collaborate with external consultants, such as accountants and lawyers.
  • Must be willing to work onsite at our Saint John office.

Qualifications

  • University degree or diploma in accounting, finance, or similar field; combination of education and relevant work experience may be considered.
  • CPA designation required.
  • 5+ years of progressive accounting and tax experience.
  • In-depth taxation course would be considered an asset.
  • Extensive knowledge and technical proficiency related to finance and tax planning strategies, issues, and trends.
  • Ability to communicate complex planning ideas in a comprehensive and practical manner.
  • Effective communication and presentation skills, with the ability to communicate at all levels in the organization.
  • Strong proficiency in Excel and Word.
  • Exceptional planning, organizational, and time management skills.
  • Previous experience in handling confidential or sensitive information with integrity.
  • High attention to detail and accuracy.
  • Able to manage ambiguity by understanding and recognizing priorities, deadlines, and sense of urgency.
  • Curiosity and action-orientated mindset.
  • Broad technical knowledge of financial products would be considered a significant asset.
  • Proficiency in various reporting and presentation tools would be considered an asset.
  • Additional Designations would be considered an asset (CLU, TEP, CFP, CFA, LLQP, CIM, Mutual Funds Licensed).

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. If that sounds like you, connect with us today for a conversation.

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