Vancouver Tax and Estate Planning Expert

Join Odlum Brown as a Tax and Estate Planning Expert in Vancouver, specializing in financial strategy and client relationship management. Collaborate in a team-focused environment ensuring comprehensive financial solutions.
We are looking for an experienced Tax and Estate Planner to enhance our team in Vancouver. This position involves advising clients and Investment Advisors on effective tax strategies and estate management. Your insights will drive planning decisions that help clients achieve their financial aspirations while maintaining a high standard of service excellence.
Key Responsibilities:
• Guide clients on tax and personal finance goals
• Develop strategic financial projections and insights
• Present findings and recommendations clearly
• Support tax reduction strategies for clients
• Engage in internal and external financial seminars
Requirements:
• CPA with a minimum of five years’ experience
• CFP designation expected within two years
• E...