Tax And Estate Plannner Jobs in Vancouver, British Columbia, Canada
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Tax and Estate Plannner
Top Benefits
About the role
Tax & Estate Planner | Vancouver, BC | Confidential Search
Are you a Tax Manager in public practice looking to make the pivot into industry?I'm working with a well-established, independent investment firm ,a true BC institution with over 100 years in the industry to find their next Tax and Estate Planner.
My client is team-owned, award-winning, and known for a culture of genuine collaboration and long-term client relationships. They're looking to add a sharp, client-focused Tax and Estate Planner to their Financial Planning team.
What You'll Do
Partner with clients and Investment Advisors on tax, estate, and personal finance strategies Prepare and present sophisticated financial projections using industry-leading software Identify tax minimization opportunities and translate complex rules — personal, corporate, trust income tax, registered/non-registered accounts, pensions, government benefits — into clear, actionable guidance Write tax and personal finance articles/bulletins that keep clients ahead of the curve Contribute to internal seminars and external presentations
What My Client Is Looking For
CPA designation + 5 years post-designation tax experience CFP designation preferred (or willingness to obtain within 2 years) CPA In-Depth tax program completion is a strong asset TEP and/or FEA designations are a bonus Sharp analytical instincts, superior communication skills, and a genuine passion for client service A collaborative, self-motivated mindset — someone who thrives as part of a high-performance team
The Details
This is an in-office role based in Vancouver, requiring a minimum of four days per week onsite.
Why Consider This Opportunity
Join a firm with over a century of independence and stability Step into a genuinely collaborative, respectful culture Access real mentorship and professional development Be part of a team that values contribution over ego Advance your career specializing in tax advisory for high-net-worth individuals Enjoy true work-life balance with a 35-hour work week
I'm happy to share more details .If this sounds like a fit (or you know someone it might be), reach out and let's talk.
About The Human Touch
Our commitment is centred on people, and we strive to make a positive impact through our work. We prioritize building strong relationships and exceeding expectations by providing a human touch to our services. Our team combines industry knowledge and expertise to make a meaningful impact for both clients and candidates.