Senior Tax Consultant for High-Net-Worth Clients

1 day ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time
Job Summary

We are seeking a highly skilled Senior Tax Consultant to join our team at Banque Nationale du Canada. As a Senior Tax Consultant, you will be responsible for providing expert tax advice to high-net-worth clients and supporting Investment Advisors in their tax needs.

Company Overview

Banque Nationale du Canada is a leading bank in Quebec that offers high-quality expertise and services in taxation, retirement, and estate planning. Our mission is to provide exceptional support to our clients and help them achieve their financial goals.

Estimated Salary Range

$120,000 - $180,000 per year, depending on experience and qualifications.

Job Responsibilities
  • Provide expert tax advice to high-net-worth clients on complex tax matters, including wealth management, financial products, pensions, retirement, and estates.
  • Support Investment Advisors in their tax needs, including performing complex tax analyses, guiding clients in resolving tax issues, and referring them to external experts as needed.
  • Draft and update various tax-related documents, such as tax returns and financial statements.
  • Collaborate with colleagues to provide high-quality tax support to clients and stakeholders.
Requirements
  • Professional designation (CPA, lawyer, notary, or other) with 10 years of relevant work experience.
  • Master's degree or postgraduate diploma in taxation or have successfully completed the ICCA in-depth course.
  • In-depth knowledge of tax rules for individuals, estates, trusts, and corporations.
  • Strong interpersonal skills and ability to communicate complex tax concepts in a simple, comprehensive, and practical manner.
Benefits
  • Competitive salary range: $120,000 - $180,000 per year.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.


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