Senior Manager - Wealth & Tax Advisory (Wealth & Family Office team)
Responsibilities
- Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
- Partner closely with financial planners to design integrated wealth, tax, and estate strategies.
- Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
- Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
- Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
- Lead compliance work related to Wealth & Family Office clients.
- Mentor, coach, and lead team members, contributing to the continued growth of the practice.
Qualifications