Tax and Estate Planning Manager

4 days 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.

  • Tax and Estate Planning Manager

    7 days ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Tax and Estate Planning ManagerMeridia Recruitment Solutions is seeking a highly skilled Tax and Estate Planning Manager to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive tax and estate planning solutions to our clients.Key Responsibilities:Develop and implement tax and estate planning...

  • Tax and Estate Planning Manager

    3 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningJoin our team of experts in wealth managementOwens MacFadyen Group (OMG) is a boutique wealth management firm that specializes in the high-net-worth market. With over 25 years of experience, we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly...

  • Tax and Estate Planning Manager

    6 days ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager – Tax & Estate PlanningMeridia Recruitment Solutions is seeking a highly skilled Tax and Estate Planning Manager to join our team.Owens MacFadyen Group (OMG) is a boutique wealth management firm that specializes in the high-net-worth market. With a unique team-based approach to Comprehensive Wealth Management, our clients achieve significantly...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth clients. With over 25 years of experience, we provide comprehensive wealth management solutions through a unique team-based approach.Job Summary:We are seeking a highly motivated...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth clients. With over 25 years of experience, we provide comprehensive wealth management solutions through a unique team-based approach.Job Summary:We are seeking a highly motivated...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Job Title: Tax and Estate Planning ManagerWe are seeking a highly skilled Tax and Estate Planning Manager to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive tax and estate planning services to our clients.Responsibilities:Prepare complex financial plans for income, estate, and savings...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Job Title: Tax and Estate Planning ManagerWe are seeking a highly skilled Tax and Estate Planning Manager to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive tax and estate planning services to our clients.Responsibilities:Prepare complex financial plans for income, estate, and savings...

  • Tax and Estate Planning Manager

    3 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth market solutions. With over 25 years of experience, we provide comprehensive wealth management services through a unique team-based approach.Job Summary:We are seeking a highly...

  • Tax and Estate Planning Manager

    3 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth market solutions. With over 25 years of experience, we provide comprehensive wealth management services through a unique team-based approach.Job Summary:We are seeking a highly...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth clients. With over 25 years of experience, we provide comprehensive wealth management solutions through a unique team-based approach.Job Summary:We are seeking a highly motivated...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth clients. With over 25 years of experience, we provide comprehensive wealth management solutions through a unique team-based approach.Job Summary:We are seeking a highly motivated...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth clients. With over 25 years of experience, we provide comprehensive wealth management solutions through a unique team-based approach.Job Summary:We are seeking a highly motivated...

  • Tax and Estate Planning Manager

    4 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningLocation: Saint John, NBJob Type: Full-timeAbout Us: Meridia Recruitment Solutions is a boutique wealth management firm specializing in high-net-worth clients. With over 25 years of experience, we provide comprehensive wealth management solutions through a unique team-based approach.Job Summary:We are seeking a highly motivated...

  • Tax and Estate Planning Manager

    3 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningJoin our team of experts in wealth managementOwens MacFadyen Group (OMG) is a boutique wealth management firm that specializes in the high-net-worth market. With over 25 years of experience, we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly...

  • Tax and Estate Planning Manager

    3 weeks ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager, Tax & Estate PlanningJoin our team of experts in wealth managementOwens MacFadyen Group (OMG) is a boutique wealth management firm that specializes in the high-net-worth market. With over 25 years of experience, we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly...

  • Tax and Estate Planning Manager

    2 days ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager – Tax & Estate PlanningOwens 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...

  • Tax Planning Manager

    3 days ago

    Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Manager – Tax & Estate PlanningOwens 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...

  • Tax Manager

    2 weeks ago

    Fredericton, New Brunswick, Canada Grant Thornton Full time

    Unlock Your Tax ExpertiseAs a Tax Manager at Grant Thornton, you'll have the opportunity to work with a diverse range of clients and build your expertise in corporate and personal tax planning. Our team of over 400 tax professionals is dedicated to delivering exceptional client service and providing personalized solutions to complex tax problems.Key...

  • Tax Manager

    2 weeks ago

    Fredericton, New Brunswick, Canada Grant Thornton Full time

    Unlock Your Tax ExpertiseAs a Tax Manager at Grant Thornton, you'll have the opportunity to work with a diverse range of clients and build your expertise in corporate and personal tax planning. Our team of over 400 tax professionals is dedicated to delivering exceptional client service and providing personalized solutions to complex tax problems.Key...

  • Tax Manager

    3 weeks ago

    Fredericton, New Brunswick, Canada Grant Thornton Full time

    Unlock Your Tax Career PotentialAs a Tax Manager at Grant Thornton, you'll embark on a dynamic journey, collaborating with a diverse range of clients and expanding your expertise in various industries. You'll work alongside Canada's top tax experts, creating a unique career path that suits your aspirations.Our robust team of over 400 tax professionals offers...