Manager of Tax

Saint John, NB

Reference # HL-OMG-8556

Owens MacFadyen Group (OMG) is one of the largest independent wealth management companies in Canada. OMG delivers comprehensive wealth management services to high-net-worth clients, specifically business owners, professionals and executives. For almost 30 years, their unique team-based approach has enabled their clients to achieve their personal and financial goals, for the benefit of themselves, their families, and their communities.

OMG is committed to its clients and its people. They deliver their services from four offices in Halifax, Saint John, Moncton & Toronto to clients across Canada. Now, we are partnering with OMG looking to bring a Manager of Tax to their talented team.

This role is ideal for a tax professional with a strong background in advanced tax and estate planning, organizational structuring, and financial strategy. The successful candidate will play a key role in supporting advisors and clients with complex tax scenarios, estate planning, and business succession strategies.

Responsibilities will include:

• Develop and present comprehensive financial plans including income, estate, and savings strategies from current age to 90.
• Provide advanced tax planning solutions.
• Analyze and summarize legal documents such as wills, family trusts, and shareholder agreements.
• Identify and recommend corporate reorganizations for tax efficiency.
• Assist in structuring share/asset sales and purchases.
• Analyze sale of business options and their tax implications.
• Communicate directly with clients' accountants and legal advisors to coordinate and execute planning strategies.
• Respond to advanced tax-related inquiries from advisors.
• Review and provide feedback on junior analysts' work.
• Train junior team members on tax concepts and planning strategies.
• Support the development of internal knowledge-sharing tools and resources.

The ideal candidate will possess:

• CPA designation with completion of the In-Depth Tax Course or equivalent.
• 10+ years of experience in tax. Experience with financial planning, estate planning or a related field will be considered an asset.
• Strong understanding of Canadian tax legislations and estate planning strategies.
• CLU, TEP, CFP, CFA, LLQP, CIM designations or Mutual Fund License will be considered an asset.
• Experience working with high-net-worth individuals and business owners is preferred.
• Exceptional analytical and problem-solving skills.
• Strong communication and interpersonal abilities.
• Ability to manage multiple complex projects simultaneously.
• Proficiency in summarizing and interpreting legal and financial documents.
• Comfortable presenting to both internal teams and external clients.

This is a great opportunity for an experienced tax professional to take on a key role in our client's well-established organization! Connect with us to learn more.

To express interest in this opportunity please apply online by clicking the link below:

https://meridiarecruitment.ca/Career/17556301548220000008dtl

For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at [email protected]. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

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