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Tax and Estate Planning Consultant

2 months ago

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

Job Summary:

The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is responsible for providing expert advice and guidance to ensure that clients receive the best possible outcomes.

Key Responsibilities:

  • Provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues
  • Develop and implement tax and estate planning strategies to meet client needs
  • Collaborate with cross-functional teams to ensure seamless delivery of tax and estate planning services
  • Stay up-to-date on tax laws and regulations to ensure compliance and provide expert advice

Requirements:

To be successful in this role, you will need:

  • Strong knowledge of tax laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Strong analytical and problem-solving skills

About Foresters Financial:

Foresters Financial is a leading provider of life insurance and investment products. We are committed to helping our clients achieve their financial goals and build a better future for themselves and their families.