Senior Manager, Tax and Estate Planning
3 days ago
Remote, Canada
Scotiabank
Full-time
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Become a pivotal Senior Manager in Tax and Estate Planning at Scotiatrust, where expertise meets comprehensive client solutions in a flexible, remote work environment throughout Canada.
This position focuses on strengthening the trust and estate planning services while supporting Scotiatrust teams and clients. You will be responsible for delivering high-quality tax support and collaborating on complex compliance issues to ensure comprehensive wealth management strategies are aligned with client needs.
Key Responsibilities:
• Assist teams with tax and estate planning strategies
• Engage in corporate management discussions with partners
• Review and advise on estate planning compliance
• Develop content for educational presentations and materials
• Attend client meetings showcasing your expertise
Requirements:
• Minimum of 6 years' experience in tax compliance
• CPA Canada in-depth tax program or MTAX required
• Knowledge of tax law relevant to trusts and corporations
• Strong presentation and communication skills
• Experience in interpreting financial statements
Maximize impact as a Senior Manager, leveraging your tax expertise to support Scotiatrust's clients and offerings.
#J-18808-Ljbffr
This position focuses on strengthening the trust and estate planning services while supporting Scotiatrust teams and clients. You will be responsible for delivering high-quality tax support and collaborating on complex compliance issues to ensure comprehensive wealth management strategies are aligned with client needs.
Key Responsibilities:
• Assist teams with tax and estate planning strategies
• Engage in corporate management discussions with partners
• Review and advise on estate planning compliance
• Develop content for educational presentations and materials
• Attend client meetings showcasing your expertise
Requirements:
• Minimum of 6 years' experience in tax compliance
• CPA Canada in-depth tax program or MTAX required
• Knowledge of tax law relevant to trusts and corporations
• Strong presentation and communication skills
• Experience in interpreting financial statements
Maximize impact as a Senior Manager, leveraging your tax expertise to support Scotiatrust's clients and offerings.
#J-18808-Ljbffr