Director, Tax & Estate Planning

Director, Tax and Estate Planning

About

This organization is one of Canada’s leading independent wealth management firms, focused on delivering comprehensive financial solutions to high-net-worth families. The firm operates with a disciplined, client-centric approach and is recognized for its expertise in wealth preservation, tax efficiency, and intergenerational planning. Tailored strategies are delivered with professionalism, discretion, and a strong commitment to fiduciary excellence.

Position Overview

Excellent opportunity exists for an accomplished tax and estate planning professional to join the firm's Toronto office. This role requires a high level of technical proficiency, strategic judgment, and a passion for guiding clients through complex financial decisions. The successful candidate will collaborate closely with portfolio managers and senior leadership to further enhance the firm’s wealth planning capabilities and support the delivery of sophisticated, customized solutions to affluent families.

• Design and implement advanced wealth planning strategies, including tax optimization, estate planning, and succession planning.
• Conduct comprehensive client reviews to ensure tax and estate planning strategies are appropriately implemented and aligned with client objectives.
• Work collaboratively with clients’ external legal and accounting advisors to execute integrated planning solutions.
• Develop and deliver educational initiatives focused on next-generation wealth stewardship.
• Provide thought leadership in areas such as family office services and cross-border planning.
• Ensure compliance with regulatory requirements and internal policies.

• Minimum 5 years of experience in wealth planning and tax strategy for high-net-worth clients.
• Completion of CPA In-Depth Tax Program or equivalent designation.
• CFP or TEP designation is considered an asset.
• Exceptional communication skills with the ability to build and maintain trusted professional relationships.
• Proficiency in Financial Planning and/or tax preparation software.

• Hybrid

For more information, please contact Shan Collins directly at:

All applications and enquiries will be held strictly confidential.

Seniority level:
Director

Employment type:

Full-time

Job function:
Finance and Strategy/Planning

Industry: Investment Management