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Real estate attorney Jobs in Moncton, NB
Manager-Tax & Estate Planning
Meridia Recruitment SolutionsNew BrunswickMoncton Commercial / Residential Property Paralegal
McInnes CooperMoncton, NB, CAResident Manager | Gérant(e) d’immeuble
The Skyline Group of CompaniesMoncton, NB, CACredentialed Seasonal Tax Professional
CB CanadaMoncton, New Brunswick, Canada- Promoted
Real Estate Lawyer
destinationone ConsultingMoncton, New Brunswick, Canada- Promoted
Office Administrator
RentMonctonMoncton, NB, Canadasocial media content specialist
Jobeyze CanadaMoncton, NB, CABilingual (EN / FR) Contact Center Agent (Work from Home) - Représentant(e) bilingue (ANGLAIS- FRANCAIS) en centre d’appel (De la maison)
JLLMoncton, NBClinical Dietitian | Long-term Care
Université de MonctonMoncton, New Brunswick, CA- Promoted
Title Officer - Moncton
Randstad CanadaMoncton, New Brunswick, CAManager, Corporate Tax
EastlinkMoncton, NBDirector, Estate Planning, High Net Worth Clientele - Private Wealth
BMOMoncton, New Brunswick, CanadaReceptionist - Moncton, NB
Killam Apartment REITMoncton, NB, CAAccounting / Reporting Analyst - Future Opportunities
BGISMoncton, NB, CanadaTax & Estate Planning Accountant
IG Wealth ManagementNew Brunswick, CanadaRBS - Non-Instructional Positions (Part Time) - 2025
Rutgers UniversityNewark, New Brunswick, and off-campus sites.IT Support Specialist
FCTMoncton, NBReal Estate Sales Representative
Royal LePage Real EstateMoncton, New Brunswick, CanadaAssociate Dentist-RELOCATE- NEW BRUNSWICK- Dental Health Centre
123DentistNB-207 Dental Health Centre, Dieppe, NB, CAManager, Domestic Tax
BDOMonctonManager-Tax & Estate Planning
Meridia Recruitment SolutionsNew BrunswickManager – 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!