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Tax and Estate Planning Manager

4 weeks ago

Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

Tax and Estate Planning Manager

Meridia 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 strategies for high-net-worth individuals and families.
  • Collaborate with our wealth management team to provide integrated financial planning solutions.
  • Stay up-to-date on changes in tax laws and regulations, and communicate these changes to our clients.
  • Provide exceptional client service and build strong relationships with our clients.

Requirements:

  • University degree in accounting, finance, or a related field.
  • CPA designation required.
  • 5+ years of experience in tax and estate planning.
  • Strong knowledge of tax laws and regulations.
  • Excellent communication and interpersonal skills.

About Meridia Recruitment Solutions:

Meridia Recruitment Solutions is a leading recruitment agency specializing in wealth management and financial services. We are committed to providing exceptional service to our clients and candidates, and we are seeking a highly skilled Tax and Estate Planning Manager to join our team.