Director, Estate, Trust & Tax Strategy

Job summary

Build and deepen relationships with ultra-affluent families and their professional advisors while supporting estate, trust, tax, succession, and family governance planning. Help grow the practice and its service offerings through business development, trustee consulting, strategic initiatives, and progressively taking ownership of client engagements and revenue.

Job details

About Prime Quadrant Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. Prime Quadrant is proud to be designated one of the Best Workplaces™ in Canada. To learn more about Prime Quadrant, please visit: https://www.primequadrant.com Overview As Prime Quadrant continues to expand its capabilities in Estate, Trust & Tax Strategy, Trust Consulting Services, and International Tax planning, there is a strategic opportunity to strengthen the team with a senior client-facing professional who can help scale the practice, deepen client relationships, and support revenue growth. This role is intended to work directly alongside the National Head of Estate, Trust & Tax Strategy, with the objective of progressively developing the knowledge, judgment, client relationships, and business development capabilities necessary to independently manage sophisticated client engagements and contribute to the long-term growth of the practice. This is not a traditional technical tax role. Rather, it is a unique opportunity for an experienced advisor to combine deep technical expertise with relationship management, business development, and family office advisory work in support of ultra-affluent families. Location: Toronto or Montreal. Role Purpose The Director, Estate, Trust & Tax Strategy will play a key role in expanding Prime Quadrant's ability to deliver exceptional value to ultra-affluent families through integrated estate, trust, tax, trustee, and family office advisory services. Working closely with the National Head of Estate, Trust & Tax Strategy, this individual will support existing client relationships, contribute to business development efforts, assist in launching new service offerings, and help scale emerging businesses, including Trust Consulting Services and International Tax Strategy. Over time, the successful candidate will be expected to develop the expertise and client relationships required to operate independently, assume increasing revenue responsibility, and contribute to the firm's long-term growth strategy. Key Responsibilities Client Relationship Management Build trusted relationships with ultra-affluent families, business owners, and their professional advisors. Participate in and lead client meetings relating to estate planning, tax planning, trusts, succession, and family governance. Understand complex family dynamics, priorities, and long-term objectives. Coordinate planning recommendations with lawyers, accountants, investment professionals, and other advisors. Deliver an exceptional client experience through proactive relationship management and strategic advice. Gradually assume ownership of client relationships and planning engagements. Estate, Trust & Tax Strategy Support sophisticated estate, trust, tax, and succession planning engagements. Analyze trusts, corporations, holding companies, and family wealth structures. Identify planning opportunities and potential risks. Assist with the implementation of planning strategies and recommendations. Participate in international and cross-border planning discussions where applicable. Collaborate with internal and external professionals to provide integrated solutions. Trust Consulting Services Support the continued development and growth of the Trust Consulting Services business. Participate, in a support and consulting tole, in trustee decision-making and governance discussions. Coordinate activities involving beneficiaries, legal counsel, tax advisors, and family members. Contribute to the development of best practices, procedures, and governance frameworks. Business Development & Practice Growth Support revenue generation across Estate, Trust & Tax Strategy, Trust Consulting Services, and International Tax. Identify opportunities to deepen client relationships and expand service offerings. Develop and maintain relationships with lawyers, accountants, family offices, and other professional referral sources. Participate in networking activities, educational events, and business development initiatives. Contribute to the origination of new client opportunities and referrals. Strategic Initiatives Contribute to the development of innovative family office service offerings. Support the design and growth of the future PQ Trust platform. Participate in strategic projects aimed at enhancing the firm's value proposition to ultra-high-net-worth families. Help create scalable processes and service models that support future growth. Qualifications & Experience Experience 8-15 years of experience in a professional services environment. Experience within a CPA firm, law firm, trust company, family office, multifamily office, or wealth management organization. Significant experience working with high-net-worth individuals, families, and business owners. Strong client-facing and relationship management experience. Demonstrated ability to identify opportunities, influence decisions, and build credibility with clients and advisors. Experience in reviewing and understanding complex corporate, trust and family structures, and in providing guidance to the family with a tax, succession, estate planning and governance focus. Preferred Qualifications One or more of the following is considered an asset: CPA TEP (Trust and Estate Practitioner) JD / LLB Master of Taxation Other relevant estate, trust, or private wealth credentials Exceptional candidates with relevant experience and strong relationship management skills will be considered regardless of designation. Compensation Competitive base salary range from $140,000 - $170,000 CAD. Performance-based bonus structure. Career advancement opportunities based on demonstrated performance. Comprehensive health benefits. Retirement plan. Up to $1,000 per annum reimbursement for relevant continuing education expenses. Wellness allowance up to $600 per annum. 3 weeks vacation per annum. Paid sick and personal days.

What you’ll do

Build and deepen relationships with ultra-affluent families and their professional advisors while supporting estate, trust, tax, succession, and family governance planning. Help grow the practice and its service offerings through business development, trustee consulting, strategic initiatives, and progressively taking ownership of client engagements and revenue.

Requirements

Candidates should have 8–15 years of professional services experience, substantial experience advising high-net-worth families and business owners, and strong client-facing relationship management skills. Experience analyzing complex corporate, trust, and family structures is expected; CPA, TEP, JD/LLB, a Master of Taxation, or another relevant credential is an asset.

Benefits

• Performance-Based Bonus
• Comprehensive Health Benefits
• Retirement Plan
• Continuing Education Reimbursement Up To CAD 1,000 Per Year
• Wellness Allowance Up To CAD 600 Per Year
• Three Weeks Of Vacation
• Paid Sick And Personal Days

Listed skills

• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Estate Planning
• Trust Planning
• Tax Planning
• Succession Planning
• Family Governance
• Business Development
• Revenue Generation
• Trustee Decision-Making
• Corporate And Family Structure Analysis
• International Tax Planning
• Cross-Border Planning
• Stakeholder Coordination
• Strategic Advisory
• Practice Growth
• Process Development

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting
• Legal
• Sales

More jobs from Prime Quadrant