Senior Tax Planner, Wealth Management
Benefits
4w PTO
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About the Role:
- You will optimize financial plans for high-net-worth clients, focusing on tax efficiency and value.
- You will provide internal expertise on complex structures such as corporations, trusts, and estates.
Qualifications:
- CPA and CFP designations are required.
- 5+ years of experience in tax planning and wealth management, with strong Canadian tax knowledge.
Benefits:
- Competitive base salary of CA$124,000–CA$155,000, plus equity compensation.
- 20 vacation days, 4 wellness days, unlimited sick days, and ability to work outside Canada for up to 90 days.
Culture and Growth:
- Join a fast-moving, AI-forward environment with opportunities for professional growth.
- Work in a purpose-driven culture focused on client outcomes, not commissions.
Jobgether
This role is posted by Jobgether on behalf of a partner company. They are a tech-enabled, AI-forward wealth management firm focused on high-net-worth clients in Canada, with a remote-first culture and a collaborative, client-first environment.