Manager – Tax & Estate Planning

Saint John, NB

Reference # HL-16407

Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.

We are currently recruiting a Manager, Tax & Estate Planning in our Saint John, NB office, to join our growing team. This role is an onsite role, not a remote role. Reporting to the Director of Tax & Estate Planning, you will be a subject matter expert and collaborate with Advisors and other planning professionals to provide clients with comprehensive wealth management solutions. If you are a motivated tax professional that wants to add value to a high performing team and build a career in wealth management, this is the right fit for you!

OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people in Toronto, Halifax, Saint John & Moncton. We are growing, and we are so proud of our firm. We hope you will be too!

Responsibilities

• Prepare complex and customized financial plans for income, estate, and savings plans.
• Summarize legal documents and provide commentary such as wills, family trusts and shareholder agreements.
• Provide advanced tax and estate planning including AMT recovery plans, new TOSI rules, triggering gains and using CDA to fund lifestyle, surplus strips / value of, capital gain reserves / exemptions, subject matter expert on organizational structure or restructure needs for complex clients, and sale of business options and tax ramifications including purchase agreement analysis.
• Train junior analysts and review junior analysts work.
• Creation, presentation and delivery of monthly tax calls, new Advisor training modules, special requests per Advisor for a client and case studies
• Communicate directly with clients and collaborate with external consultants such as accountants and lawyers to get tasks done.
• Must be willing to work onsite at our Saint John office.

Qualifications

We are looking for a motivated tax professional that wants to add value to a high performing team and build a career in wealth management. If that sounds like you, connect with us today for a conversation!