Tax and Estate Plannner

Tax & Estate Planner | Vancouver, BC | Confidential Search Are you a Tax Manager in public practice looking to make the pivot into industry?I'm working with a well-established, independent investment firm ,a true BC institution with over 100 years in the industry to find their next Tax and Estate Planner. My client is team-owned, award-winning, and known for a culture of genuine collaboration and long-term client relationships. They're looking to add a sharp, client-focused Tax and Estate Planner to their Financial Planning team. What You'll Do Partner with clients and Investment Advisors on tax, estate, and personal finance strategies Prepare and present sophisticated financial projections using industry-leading software Identify tax minimization opportunities and translate complex rules — personal, corporate, trust income tax, registered/non-registered accounts, pensions, government benefits — into clear, actionable guidance Write tax and personal finance articles/bulletins that keep clients ahead of the curve Contribute to internal seminars and external presentations What My Client Is Looking For CPA designation + 5 years post-designation tax experience CFP designation preferred (or willingness to obtain within 2 years) CPA In-Depth tax program completion is a strong asset TEP and/or FEA designations are a bonus Sharp analytical instincts, superior communication skills, and a genuine passion for client service A collaborative, self-motivated mindset — someone who thrives as part of a high-performance team The Details This is an in-office role based in Vancouver, requiring a minimum of four days per week onsite. Why Consider This Opportunity Join a firm with over a century of independence and stability Step into a genuinely collaborative, respectful culture Access real mentorship and professional development Be part of a team that values contribution over ego Advance your career specializing in tax advisory for high-net-worth individuals Enjoy true work-life balance with a 35-hour work week I'm happy to share more details .If this sounds like a fit (or you know someone it might be), reach out and let's talk.

Partner with clients and advisors to develop sophisticated tax, estate, and personal finance strategies. Prepare financial projections and author tax bulletins to provide actionable guidance for high-net-worth individuals.

Requires a CPA designation with at least 5 years of post-designation tax experience. A CFP designation is preferred, and completion of the CPA In-Depth tax program is considered a strong asset.

• Mentorship • Professional Development • Work-life Balance

• Analyse financièreSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Tax Planning
• Estate Planning
• Financial Projections
• Tax Minimization
• Personal Finance Strategy
• Corporate Tax
• Trust Income Tax
• Client Relationship Management
• Financial Analysis
• Technical Writing

• Finance & Accounting
• Consulting
• Legal

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

2 sept. 2026

Langue de l’offre

anglais

Heures de travail

35 heures par semaine

Présence au bureau

4 jours par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte