Our client is seeking a Director of Tax and Estate Planning. They offer personalized, independent wealth counsel to some of Canada's most successful families, business owners, and professionals.

Our client is seeking a Director of Tax and Estate Planning. They offer personalized, independent wealth counsel to some of Canada's most successful families, business owners, and professionals.

Key Responsibilities

Leadership & Strategic Vision:

• Develop and execute the strategic vision and operational plan for the wealth planning team, aligning with the firm's broader objectives.
• Define clear expectations, create scalable processes, and drive a culture of accountability, respect, diversity, and excellence.
• Build a collaborative and innovative team environment that supports continuous improvement and exceptional client service.

Tools & Templates Development:

• Refine existing, and design and implement new reusable tools, templates, and presentations to enhance team efficiency, consistency, and client service quality.

Client Service & Wealth Planning:

• Oversee the delivery of customized financial, tax, and estate planning strategies for high-net-worth clients, ensuring technical excellence and strategic insight.
• Collaborate with Wealth Advisors and clients' external Professional advisors (e.g., accountants, lawyers) to develop tailored solutions to complex planning needs.
• Initiate and lead the financial planning process, including developing assumptions, creating detailed plans, and presenting insights and recommendations to clients.

Team Management & Mentoring:

• Manage the workload, deadlines, and priorities of the wealth planning team to ensure operational efficiency and high-quality outputs.
• Train and mentor team members, fostering their professional growth and development.

Risk Management:

• Establish and monitor processes to mitigate risks and ensure the highest standards of technical expertise, resulting in a seamless and reliable client experience.

TMGNY

Qualifications and Experience

We are seeking a talented individual who combines technical expertise, a process-driven approach, strong leadership skills, and a client-centric focus. Key qualifications include:

Professional Credentials:

• CPA designation is required; additional designations such as CFP, TEP, CLU, or FEA are highly regarded.

Technical Expertise:

• Minimum of 5+ years of experience in tax, estate, and financial planning.
• Completion of advanced tax courses (e.g., CPA In-Depth Tax, Tax Planning for Owner Managers, MTax or similar) is an asset.
• Familiarity with Conquest financial planning software is beneficial.

Leadership and Communication:

• Strong leadership and mentoring abilities, with a proven track record of managing teams and building scalable processes.
• Demonstrated ability to develop and communicate sophisticated tax, estate, and financial planning strategies effectively.

Client Service and Strategic Impact:

• Exceptional interpersonal skills with a commitment to delivering outstanding client service.
• A history of contributing to organizational growth through innovative ideas and process optimization.