Elevate your career as a Senior Wealth Taxation Manager with Scotiabank in Toronto or Southwest Ontario, focusing on expert tax planning and client engagement.
This key role demands collaboration with wealth advisors to develop comprehensive tax and estate strategies for complex HNW and UHNW clients. Your insights will drive enhancements across Scotia Wealth Management’s offerings while participating in business activities and cultivating client relationships.
Key Responsibilities:
• Collaborate on tax and estate strategies for clients
• Guide advisors through complex tax-related issues
• Participate in client meetings for business development
• Document and share successful client outcomes
• Identify improvement opportunities in service delivery
Requirements:
• 7+ years’ experience in tax planning for HNW clients
• CPA Canada In-Depth Tax Program or MTax
• Excellent presentation and communication skills
• Strong strategic thinking and influence
•...