CPA Licensed Tax Planning Specialist

A company is looking for a Tax Planning Specialist.

Key Responsibilities

Review and optimize financial plans to maximize tax efficiency

Develop tailored tax strategies for high net worth clients

Consult with Wealth Advisors on complex tax matters and engage with clients on tax planning questions

Required Qualifications

CPA / CMA designation required (CFP or CFA is a valuable asset)

5+ years of experience in tax planning, wealth management, or financial advisory roles

Strong knowledge of Canadian tax law and financial planning strategies

Proven track record of implementing effective tax optimization strategies

Technology-minded with the ability to leverage digital tools to enhance client experience