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Manager, Senior Manager specializing in trusts and estates

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Demersbeaulne
📍 montreal, Canada
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Location montreal
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Posted June 08, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

As part of the Canadian tax team, you will be autonomous and able to plan, organize, direct and contribute directly to the management of trusts, estate and post-mortem planning mandates and estate settlements. You will be the client contact person for coordinating and responding to a variety of ad‑hoc and multidisciplinary requests and queries. You will also be the contact person for the progress of staff assigned to these files. This job requires a variety of interactions with associates, managers and partners, as well as directly with customers.

  • At least 2‑3 years’ experience in a similar position;
  • Knowledge of certain cross‑border rules (U.S. estate tax, payments to Canadian non‑residents, etc.) to coordinate and collaborate with our U.S. and international tax team;
  • Knowledge of investment, insurance and planning products to optimize their use;
  • Knowledge of matrimonial property regimes and rules governing family a...

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📍 Location Details

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City
montreal
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Country
Canada
🚗
Commute
Local Area

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