Senior Tax Planning Manager - Scotiabank

Join Scotiabank as a Senior Wealth Taxation Manager, based in Toronto or Southwest Ontario, specializing in expert tax planning for high-net-worth individuals.
In this pivotal role, you will work closely with wealth advisors to develop effective tax and estate strategies for complex HNW and UHNW clients. Your expertise will enhance Scotia Wealth Management's overall service offerings while actively participating in client engagement and business development activities.
Key Responsibilities:
• Develop tax and estate strategies in collaboration with advisors
• Guide advisors through intricate tax matters
• Participate actively in client business meetings
• Document and promote successful client outcomes
• Identify areas for improvement in service delivery
Requirements:
• Minimum of 7 years’ experience in HNW tax planning
• CPA Canada In-Depth Tax Program or MTax certification
• Strong communication and presentation skills
• Proven strategic thinking an...

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