Director, Tax
1 week ago
Join to apply for the Director, Tax & Estate Planning role at PLATFORM 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. As part of Platform Insurance Management, a national, privately owned Canadian insurance brokerage, Platform Financial Group serves as its dedicated advisory arm offering global insurance, risk control, claims advocacy, and merger & acquisition liability solutions with a focus on construction, energy, infrastructure, and real‑estate industries. With continued growth of its advisory practice, Platform Financial is expanding its leadership team by appointing a Director of Tax & Estate Planning to elevate planning standards, strengthen strategic outcomes, and reinforce its commitment to delivering exceptional client value. We seek a highly motivated & strategic Director of Tax & Estate Planning to join our growing team. This leadership role is ideal for a professional who thrives on technical excellence and relationship building. Key Responsibilities Evaluate ownership structures and identify planning pathways. Lead and support client meetings with clarity and confidence. Prepare technical memorandums and structured planning strategies. Coordinate with external professionals to ensure seamless execution. Help advisors articulate clear, actionable solutions for clients. 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. Lead internal educational seminars, develop distribution materials, and strengthen relationships across Platform’s referral networks, advisors, and agency partners. Qualifications 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. #J-18808-Ljbffr
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Director, Tax
2 weeks ago
Toronto, Ontario, Canada PLATFORM Insurance Full time $120,000 - $180,000 per year←Back to all jobs at PLATFORM InsuranceDirector, Tax & Estate PlanningPlatform 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...
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Director, Tax
3 weeks ago
Toronto, Canada Munich Re Full time1 day ago Be among the first 25 applicants Position Overview As a Director, you will play a pivotal role in driving strategic initiatives and providing visionary leadership within the department. Your focus will be on delivering exceptional results, fostering a collaborative and inclusive team environment, and maintaining frequent and transparent...
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Director, Tax
3 weeks ago
Toronto, Canada Munich Re Full time1 day ago Be among the first 25 applicants Position Overview As a Director, you will play a pivotal role in driving strategic initiatives and providing visionary leadership within the department. Your focus will be on delivering exceptional results, fostering a collaborative and inclusive team environment, and maintaining frequent and transparent...
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Director, Tax
3 weeks ago
Toronto, Canada Munich Re Full time1 day ago Be among the first 25 applicants Position Overview As a Director, you will play a pivotal role in driving strategic initiatives and providing visionary leadership within the department. Your focus will be on delivering exceptional results, fostering a collaborative and inclusive team environment, and maintaining frequent and transparent...
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Director, Tax
1 week ago
Toronto, Canada Munich Re Full time1 day ago Be among the first 25 applicants Position Overview As a Director, you will play a pivotal role in driving strategic initiatives and providing visionary leadership within the department. Your focus will be on delivering exceptional results, fostering a collaborative and inclusive team environment, and maintaining frequent and transparent...
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Director of Tax
2 days ago
Toronto, Canada Epstein Enterprises Inc. Full timeThe Director, Tax & Treasury is a key member of the management team of a single family office working closely with the President supporting a dynamic investment portfolio. The role’s primary responsibilities include managing staff in completing accounting and tax reporting for Canadian investment entities as well as working with management of our main...
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Director, Tax
1 week ago
Toronto, Ontario, Canada Foresters Financial Full time $120,000 - $200,000 per yearCareer OpportunityRole TitleDirector, Tax & Estate PlanningPurpose of roleThe Director, Tax & Estate Planning 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 the incumbent will have the opportunity to build a...
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Director, Tax
1 week ago
Toronto, ON MJ T, Canada PLATFORM INSURANCE Full time $120,000 - $180,000 per yearPlatform 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...
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Tax Director
2 weeks ago
Toronto, Canada Enghouse Full timeThe **Director of Tax** will be responsible for overseeing all tax-related activities for the company, ensuring compliance with international, federal, state, and local tax regulations. This role requires a strategic and creative thinker with a working knowledge of global tax laws and the ability to manage complex tax issues across multiple jurisdictions....
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Tax Director
4 days ago
Toronto, Canada Enghouse Full timeThe **Director of Tax** will be responsible for overseeing all tax-related activities for the company, ensuring compliance with international, federal, state, and local tax regulations. This role requires a strategic and creative thinker with a working knowledge of global tax laws and the ability to manage complex tax issues across multiple jurisdictions....
