Current jobs related to Director, Tax - Toronto, Ontario - PLATFORM Insurance

  • Senior Director, International Tax

    5 days ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Senior Director, International Tax

    5 days ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Manager, Tax

    7 days ago

    Toronto, Ontario, Canada Hudbay Minerals Inc. Full time

    Role TitleManager, TaxReports ToDirector, TaxManager Once RemovedVP, FinanceDirect ReportsTax AnalystJob TypeFull-time PermanentLocationToronto, Corporate OfficeAbout HudbayHudbay (TSX: HBM)(NYSE: HBM) is a Canadian diversified mining company with long-life assets in North and South America. Our operations in Cusco (Peru) produce copper with gold, silver and...

  • Tax Manager

    2 weeks ago

    Toronto, Ontario, Canada Arcadis Full time

    DescriptionArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the world's most...

  • Analyst, Tax

    7 days ago

    Toronto, Ontario, Canada CPP Investments | Investissements RPC Full time

    Company DescriptionMake an impact at a global and dynamic investment organizationWhen you join CPP Investments, you are joining one of the world's most admired and respected institutional investors. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial...

  • Manager, Tax Controversy and Disputes

    5 days ago

    Toronto, Ontario, Canada Intact Full time

    Nos équipes sont au coeur de tout ce que nous faisons. Ensemble, nous aidons les gens, les entreprises et la société à aller de l'avant dans les bons moments et à être résilients dans les moments difficiles.Notre promesse aux employés, c'est ce qu'Intact vous promet en échange de votre engagement à vivre nos valeurs, à donner le meilleur de...

  • Director of Finance and Administration

    5 days ago

    Toronto, Ontario, Canada Allen Leigh Consulting Full time

    About UsSuperkül is an award-winning Toronto-based architectural practice recognized for design excellence, collaboration, and innovation. With a portfolio spanning residential, institutional, and commercial projects, the studio is committed to advancing thoughtful, sustainable, and impactful design.Join us in shaping the future of architecture with...

  • Managing Director, Cryptography

    5 days ago

    Toronto, Ontario, Canada State Street Full time US$170,000 - US$282,500

    Who we are looking forWe are seeking a Managing Director, Cryptography to lead the enterprise-wide cryptographic strategy, with a focus on key and certificate management. This role is critical to ensuring the confidentiality, integrity, and availability of sensitive data across our global operations. The MD will oversee cryptographic governance, lifecycle...

  • Director, Corporate Real Estate

    7 days ago

    Toronto, Ontario, Canada Hydro One Full time

    Toronto - Regular Not Applicable/OptionalHydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly  1.5 million customers. We have a long history in the industry with our roots dating back over 110 years to 1906. Since then, we have worked to grow and evolve to meet the changing needs of our...

  • Request For Proposals

    1 week ago

    Toronto, Ontario, Canada Council of Agencies Serving South Asians Full time

    *Interested candidates are required to submit a complete proposal with a detailed cover letter, as outlined in Section 7 REQUEST FOR PROPOSALS Seeking Policy Consultant to support Provincial NFP Organization's Transition to Federal Incorporation The Council of Agencies Serving South Asians (CASSA) is seeking a qualified Policy and Governance...

Director, Tax

1 hour ago

Toronto, Ontario, Canada PLATFORM Insurance Full time


←Back to all jobs at PLATFORM Insurance

Director, Tax & Estate Planning





Platform Financial Group is a specialized life insurance advisory dedicated to providing advanced life insurance services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, Platform Financial delivers tailored strategies that address complex ownership structures, succession planning, and multi-generational wealth transfer.

Platform Financial Group, a division of Platform Insurance Management, serves as its dedicated advisory arm. PLATFORM Insurance Management is a national, privately owned Canadian insurance brokerage that specializes in providing insurance, surety, and other risk management solutions, particularly for the construction, energy, infrastructure, and real estate industries. The company offers a wide range of services, including global insurance and risk control, claims advocacy, and merger & acquisition liability, with a focus on tailoring solutions to meet the specific needs of its clients. 

With the continued growth of its advisory practice, Platform Financial is expanding its leadership team by appointing a Director, Tax & Estate Planning to elevate planning standards, strengthen strategic outcomes, and reinforce its commitment to delivering exceptional client value.

Platform Financial is seeking a highly motivated and strategic Director, Tax & Estate Planning to join our growing team. This leadership role is ideal for a professional who thrives on both technical excellence and relationship-building. 

The Director will play a pivotal role in guiding complex client planning by:

• Evaluating ownership structures and identifying planning pathways

• Leading and supporting client meetings with clarity and confidence

• Preparing technical memorandums and structured planning strategies

• Coordinating with external professionals to ensure seamless execution

• Helping advisors articulate clear, actionable solutions for clients

This position blends deep tax and estate planning expertise with client-facing advisory capability, supporting meaningful outcomes for families in the real estate and construction sectors. Equally important, the Director will focus on building strong internal relationships across teams, fostering collaboration, and ensuring advisors and colleagues are supported with transparent communication and shared knowledge. By strengthening internal trust and alignment, the Director will help drive growth opportunities and deliver exceptional value to clients.

Key Responsibilities

• Lead/co-lead client meetings with business owners, incorporated professionals, and real-estate families.

• Offer well-reasoned analysis on tax, estate, and corporate planning considerations.

• Review complex ownership structures including holding companies, LP/GP structures, development entities, and freeze transactions.

• Run and compare illustrations, prepare tailored proposals and planning briefs, draft technical notes and explanatory documents to support advisory recommendations, and compile financial evidence packages for underwriting.

• Collaborate with clients' accountants, lawyers, and external advisors to ensure alignment in planning.

• Support advisors across the practice by providing technical clarity.

• Contribute to internal frameworks, planning tools, and intellectual capital.

• Represent Platform at leading conferences in tax, estate planning, life insurance, and finance.

• Collaborate with senior leadership on initiatives to enhance Platform's brand visibility and market positioning internally and externally.

• Lead internal educational seminars, develop distribution materials, and strengthen relationships across Platform's referral networks, advisors, and agency partners.

Experience

• CPA, CA with strong grounding in tax, private enterprise advisory, or owner-managed business environments.

• Skilled at interpreting complex structures and communicating planning considerations clearly.

• Comfortable engaging with senior accountants, tax counsel, and sophisticated real-estate families.

• Professional and articulate; committed to precision and thoughtful advisory.

• Preferred credentials: MTax, TEP, FEA, CLU coursework

Please visit our careers page to see more job opportunities