High-Net-Worth Tax Strategist

1 week ago


Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

We are seeking a highly skilled High-Net-Worth Tax Strategist to join our team at Meridia Recruitment Solutions. This is an exciting opportunity to work with a boutique wealth management firm specializing in high-net-worth clients.

The ideal candidate will have 5+ years of progressive accounting and tax experience, with a strong understanding of finance and tax planning strategies. A CPA designation is required, and an in-depth taxation course would be considered an asset.

This role involves preparing complex financial plans for income, estate, and savings plans, as well as summarizing legal documents and providing commentary on wills, family trusts, and shareholder agreements. The successful candidate will also provide advanced tax and estate planning, including AMT recovery plans, new TOSI rules, triggering gains, and using CDA to fund lifestyle.

Responsibilities include training junior analysts, reviewing their work, creating and delivering monthly tax calls, and communicating directly with clients. Excellent communication and presentation skills are essential, along with proficiency in Excel and Word.

Salary: $120,000 - $150,000 per year, depending on experience.

Located in Saint John, New Brunswick, this role requires working onsite at our office. If you are a motivated tax professional looking to add value to a high-performing team and build a career in wealth management, we encourage you to apply.


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