[Remote] Tax Planning Specialist at Wealthsimple

Remote

Apply Now

Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

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

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

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

Land your dream remote job 3x faster with AI

Try Jobo Free