Tax Specialist - High Net Worth Clients
EmpowerSalary not specified
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Wealth ManagementIndustries
Requirements
- 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
- Excellent communication skills with the ability to explain complex tax concepts clearly
- Client-first mentality in all aspects of your work
- Passion for helping clients achieve their financial goals through tax-efficient planning
- Technology-minded with the ability to leverage digital tools to enhance client experience
- Bilingual (English/French) capability is a significant asset
Responsibilities
- Review and optimize all financial plans created by our advisors to maximize tax efficiency
- Develop comprehensive tax strategies tailored to each client's unique situation and goals
- Consult with Wealth Advisors on complex tax matters affecting client portfolios
- Engage with clients as required to address sophisticated tax planning questions
- Assist the team with tax filing preparation for clients as needed
- Create educational resources on tax optimization strategies for both clients and advisors
- Apply your financial and tax expertise to complex situations involving corporations, trusts, and estates
- Contribute your insights to improve our "CPA Designed" financial planning service offering
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What compensation and benefits does Wealthsimple offer?
Wealthsimple offers a competitive salary with top-tier health benefits and life insurance, a retirement savings matching plan, 20 vacation days per year, and unlimited sick and mental health days.
Is this Tax Planning Specialist role remote or office-based?
This information is not specified in the job description.
What qualifications and skills are required for the Tax Planning Specialist role?
A CPA/CMA designation is required, along with 5+ years of experience in tax planning, wealth management, or financial advisory roles, strong knowledge of Canadian tax law, and excellent communication skills.
What is the company culture like at Wealthsimple?
Wealthsimple values collaboration, humility, simplicity, and creating inclusive high-performing teams where people are inspired to do their best work.
What makes a strong candidate for this Tax Planning Specialist position?
Strong candidates will have a CPA/CMA designation, 5+ years of relevant experience, proven tax optimization expertise, excellent communication skills, and a client-first mentality.
Wealthsimple
Digital platform for investing and financial management
About Wealthsimple
Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.
Toronto, CanadaHeadquarters
2014Year Founded
$826.6MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees