Lead with Richardson Wealth as Vice President of Tax Services, specializing in both Canadian and U.S. tax planning for high-net-worth individuals. Bring your expertise to drive comprehensive wealth planning solutions.
This role calls for over ten years of experience in financial and tax planning, directly advising high-net-worth clients. You will collaborate with investment advisors, providing exceptional tax strategies while conducting engaging presentations. Your contribution will be vital in creating impactful wealth planning initiatives and ensuring the highest service standards.
Key Responsibilities:
• Deliver tax and estate planning services to high-net-worth clients
• Engage directly with clients and design tailored consultation strategies
• Conduct seminars and workshops for investment advisors
• Oversee development of marketing materials on tax matters
• Ensure quality checks and strategic implementation of services
Requirements:
• Minimum 10 years i...