Scotiabank
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Senior Manager, Taxation for HNW Clients
Description
Take charge of tax strategies for high net worth clients at Scotiabank in Montreal. Leverage your expertise in wealth management taxation to provide top-tier advice and planning solutions.
As a Senior Manager, you’ll lead advanced planning initiatives for HNW and UHNW clients, collaborating with specialists to create tailored tax and estate planning strategies. Your role involves offering guidance on tax implications, trust and estate matters, and intergenerational wealth transfers, utilizing your strong communication skills to bridge complex concepts and client understanding.
Key Responsibilities:
• Collaborate on tax and estate planning with specialists
• Provide strategic guidance to advisors on wealth transfer
• Participate in business development and client meetings
• Share success stories from client engagements
• Identify service enhancement opportunities for taxation teams
Requirements:
• 7+ years of tax...
As a Senior Manager, you’ll lead advanced planning initiatives for HNW and UHNW clients, collaborating with specialists to create tailored tax and estate planning strategies. Your role involves offering guidance on tax implications, trust and estate matters, and intergenerational wealth transfers, utilizing your strong communication skills to bridge complex concepts and client understanding.
Key Responsibilities:
• Collaborate on tax and estate planning with specialists
• Provide strategic guidance to advisors on wealth transfer
• Participate in business development and client meetings
• Share success stories from client engagements
• Identify service enhancement opportunities for taxation teams
Requirements:
• 7+ years of tax...