Manager-Tax & Estate Planning

Meridia Recruitment SolutionsNew Brunswick

30+ days ago

Salary

CA$500,000.00 yearly

Job description

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

University degree or diploma in accounting, finance, or similar field; combination of education and relevant work experience may be considered

CPA designation required

5+ years of progressive accounting and tax experience

In-depth taxation course would be considered an asset

Extensive knowledge and technical proficiency related to finance and tax planning strategies, issues and trends

Ability to communicate complex planning ideas in a comprehensive and practical manner, including a strong understanding of client needs and expectations

Effective communication and presentation skills, with the ability to communicate at all levels in the organization

Strong proficiency in Excel and Word

Exceptional planning, organizational and time management skills

Previous experience in handling confidential or sensitive information with integrity

High attention to detail and accuracy

Able to manage ambiguity by understanding and recognizing priorities, deadlines and has a sense of urgency

Curiosity and action-orientated mindset

A broad technical knowledge of financial products would be considered a significant asset

A proficiency in various reporting and presentation tools would be considered an asset

Additional Designations would be considered an asset (CLU, TEP, CFP, CFA, LLQP, CIM, Mutual Funds Licensed)

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!