Tax and Estate Planning Expert

About the RoleThe National Tax Advisory Expert 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 national in scope and offers the opportunity to build a national advisory practice supporting key Advisors, Wholesalers, and business...

About the RoleWe are seeking a highly skilled Strategic Tax and Estate Planning Consultant to join our team at Foresters Financial Services, Inc.As an AVP, Tax & Estate Planning Professional, you will be responsible for providing consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business...

Job OverviewForesters Financial Services, Inc. is seeking a Tax and Business Planning Specialist to join our team.In this role, you will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.You will work closely with Advisors, Wholesalers, and other...

About the RoleThe Tax and Estate Planning Consultant will be responsible for providing consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations. This role is national in scope and offers the opportunity to build a national advisory practice supporting key Advisors,...

Role DescriptionThe Assistant Vice President, Tax and Estate Planning, will be responsible for providing consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.This role requires expertise in the taxation of private companies, trusts, and estate planning, as well...

About Flexserv Corp.Flexserv Corp. is a dynamic public accounting firm that offers full-cycle accounting services to clients across various industries, including manufacturing, technology, real estate, professional services, and healthcare. As both licensed Canadian CPAs and US CPAs, we provide tax planning solutions for both Canadian and US taxpayers. Our...

About the Opportunity:We are seeking an experienced Real Estate Finance Expert to join our team at Vertical Real Estate Services. As a key member of the commercial mortgage team, you will provide expertise to support the growth and administration of VCIB's commercial mortgage business. This includes preparing and issuing commitment letters, amendments,...

Company OverviewC & V Income Tax Services is a leading provider of tax services, committed to delivering exceptional results and fostering a positive work environment.We offer continuous learning opportunities, competitive compensation, and a collaborative atmosphere that encourages growth and development. Our team is dedicated to providing top-notch service...

We are seeking a skilled and detail-oriented Comprehensive Financial Planning Expert to join our team at Scotiabank. In this role, you will work closely with Senior Total Wealth Planners to provide comprehensive financial planning support, including preparing financial plans, creating preliminary plans, and finalizing plans for client presentations.About the...

We are seeking a skilled Commodity Tax Expert to join our team. In this role, you will play a critical part in leading our Commodity Tax function and assisting with tax compliance matters for The Canada Life Assurance Company and its subsidiaries.As a Manager of Financial Compliance, your responsibilities will include reviewing and analyzing commodity tax...

OverviewBaker Tilly Canada Cooperative is committed to delivering exceptional client service and driving success through our dynamic team of professionals. With an international network and a longstanding reputation for value-added accounting, tax, and advisory solutions, we are well-positioned to meet the needs of our clients. Our focus on quality of life...

**Company Overview**About Vertical Real Estate ServicesWe are a leading provider of commercial real estate services, dedicated to helping businesses and organizations achieve their goals. Our team of experts is passionate about delivering exceptional results and creating long-term value for our clients.

As a member of our elite team at The Targeted Strategies Group, you will play a pivotal role in creating and implementing tailored insurance solutions for ultra-high net worth clients.About the RoleWe are seeking an experienced Senior Manager to lead our high-quality team of professionals in finding innovative insurance solutions for business owners and...

Key ResponsibilitiesPrepare and review international individual and corporate tax returns;Verify tax assessments and perform technical research to document tax plan recommendations;Correspond with clients, other advisors and tax authorities; andCoordinate and manage client accounts.Required Skills and QualificationsTo be successful in this role, you will...

Harrison Pensa LLP is a leading full-service law firm based in London, Ontario. We are currently seeking a highly skilled and motivated Estate Planning Coordinator to join our Wills & Estates Department.The successful candidate will be responsible for preparing draft estate planning documentation, including wills, powers of attorney, and other related...

Job Description:We are seeking a highly skilled and experienced Total Wealth Planning Associate to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and support to Senior Total Wealth Planners in the Toronto market.Responsibilities:Deliver high-quality financial planning...

Job DescriptionPrepare and review international individual and corporate tax returnsVerify tax assessmentsPerform technical research and documenting tax plan recommendationsThe role will involve working directly with a number of staff and clients, providing leadership and direction to junior team members to ensure completion of filings by designated...

**Job Summary** We are seeking a highly skilled Senior Total Wealth Planner to join our team. As a key member of our Scotia Wealth Management team, you will be responsible for providing comprehensive financial planning advice to high net worth clients. Main Responsibilities:Delivering end-to-end goals based financial plansActing as subject matter expert...

Job OverviewK&P CPAs is seeking an experienced tax professional to lead our tax planning and reorganization services. The ideal candidate will have a strong background in Canadian taxation and excellent leadership skills.Salary and BenefitsThe successful candidate will be offered a competitive salary and benefits package, including a discretionary bonus and...

About K&P CPAsWe are a full-service accounting firm dedicated to providing exceptional service to our clients. Our team of experienced professionals offers a range of services, including tax planning and reorganization, audit and assurance, and financial planning.Job DescriptionAs a Senior Tax Planning Specialist at K&P CPAs, you will be responsible for...