Enhance your career with Scotia Wealth Management as a Senior Manager, specializing in Wealth Management Taxation based in Calgary, Alberta. Provide superior tax planning services to high net worth clients with your specialized expertise.
In this dynamic role, the Senior Manager will facilitate collaboration with wealth advisors and specialists, delivering innovative tax and estate planning solutions tailored for complex client needs. This position requires some travel for meetings and aims to foster strong partnerships both within the team and among clients.
Key Responsibilities:
• Collaborate on tax strategies with planning specialists
• Consult on tax and estate planning for advisors and clients
• Engage in client meetings to promote business growth
• Document success stories for client engagement strategies
• Identify service enhancement opportunities in tax planning
Requirements:
• University degree and CPA Canada In-Depth Tax Program or MTax qualificati...