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Tax and Estate Planning Manager

1 month ago

Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

Manager – Tax & Estate Planning
At Meridia Recruitment Solutions, we are seeking a highly skilled Tax and Estate Planning Manager to join our team. This role is an onsite position, not a remote role.

This is a unique opportunity to work with a boutique wealth management firm that specializes in the high-net-worth market. Our team-based approach to Comprehensive Wealth Management allows our clients to achieve significantly better outcomes.

As a Tax and Estate Planning Manager, you will be a subject matter expert and collaborate with Advisors and other planning professionals to provide clients with comprehensive wealth management solutions. You will be responsible for preparing complex and customized financial plans for income, estate, and savings plans.

Key responsibilities include:

  • Preparing complex and customized financial plans for income, estate, and savings plans.
  • Summarizing legal documents and providing commentary on wills, family trusts, and shareholder agreements.
  • Providing advanced tax and estate planning, including AMT recovery plans, new TOSI rules, triggering gains, and using CDA to fund lifestyle.
  • Training junior analysts and reviewing their work.
  • Creation, presentation, and delivery of monthly tax calls, new Advisor training modules, special requests per Advisor for a client, and case studies.
  • Communicating directly with clients and collaborating with external consultants, such as accountants and lawyers.

Qualifications include:

  • University degree or diploma in accounting, finance, or a similar field.
  • 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.
  • 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 having a sense of urgency.
  • 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.