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Director of Tax and Estate Planning

The Mason Group Inc - 33 emplois
Mississauga, ON
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Détails de l'emploi :
Temps plein
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Director of Tax and Estate Planning

Employment Type

Permanent

Location

Toronto, Ontario

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Job Description:

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

    Job Requirements:

    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.

    • Apply

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