Tax & Estates Manager, Wealth Advisory & Analytics
Job in
Toronto, Ontario, C6A, Canada
Listing for:
Meridia Recruitment Solutions, a KBRS Company
Full Time
position
Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Wealth Management
Job Description & How to Apply Below
A boutique Wealth Management firm in Toronto is seeking a Manager of Tax and Estates. The successful candidate will develop advanced Excel tools for
financial analysis, conduct insurance analysis, and lead training sessions for junior analysts. Candidates should possess advanced knowledge in taxation, professional designations are valued, and have experience in financial services. The role offers
opportunities for career growth and a
collaborative team environment focused on innovation.
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