Description
Join Scotia Wealth Management as a Senior Manager specializing in Cross-Border Tax and Estate Planning. Support high net worth clients by delivering tailored tax strategies across borders.
In this role, you'll work within an inclusive and high-performing culture, collaborating with a team of wealth advisors and planning specialists. Your expertise in Canada-U.S. tax planning will be essential in providing strategies that facilitate complex client needs and intergenerational wealth transfer.
Key Responsibilities:
• Enhance Total Wealth offering with advanced tax expertise
• Consult on trust, estate, and business transition strategies
• Engage in client meetings and develop business leads
• Write and review tax planning articles for publication
• Improve Advanced Planning services continuously
Requirements:
• University degree and relevant professional designation
• Minimum 7 years of cross-border tax expert...
In this role, you'll work within an inclusive and high-performing culture, collaborating with a team of wealth advisors and planning specialists. Your expertise in Canada-U.S. tax planning will be essential in providing strategies that facilitate complex client needs and intergenerational wealth transfer.
Key Responsibilities:
• Enhance Total Wealth offering with advanced tax expertise
• Consult on trust, estate, and business transition strategies
• Engage in client meetings and develop business leads
• Write and review tax planning articles for publication
• Improve Advanced Planning services continuously
Requirements:
• University degree and relevant professional designation
• Minimum 7 years of cross-border tax expert...
Ready to Seal the Deal?
Submit your application today and take the next step in your career with Scotiabank.
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