Director, Tax & Financial Planning

Job summary

The role focuses on helping families protect estate value and minimize taxes through share reorganizations, trust creation, and insurance solutions. It also involves business development and designing governance for philanthropic plans.

Job details

This role is for a qualified Chartered Professional Accountant (CPA) with experience in completing share reorganizations, estate freeze, structuring Holdcos’ and family trust. Experience with business related insurance such as Criss Cross, Key Man, Immediate Financing Arrangement and other solutions will be ideal. The ideal candidate will also assist with designing governance of philanthropic plans, including understanding of philanthropic structural options and the use of endowments, and restricted/unrestricted gifts. This is a business development role with uncapped income potential for candidates with Canadian CPA, LLQP and CIM designations. The candidate will help families accross Canada to protect the value of their estate, minimize ongoing taxes, advise on the transfer of assets to next generations, and create structures for bloodline protection. The majority of this work requires strong knowedge of estate freeze, trust creation and insurance solutions to minimize current and future tax liabilities. Must have a car and willing to travel accross Ontario and other provinces. Must have a Canadian CPA and at least 10 years of relevant tax and business development experience. Must be residing in the GTA at time of application.

What you’ll do

The role focuses on helping families protect estate value and minimize taxes through share reorganizations, trust creation, and insurance solutions. It also involves business development and designing governance for philanthropic plans.

Requirements

Candidates must be a Canadian CPA with at least 10 years of relevant tax and business development experience and reside in the GTA. LLQP and CIM designations are highly desired, along with a valid driver's license for travel.

Listed skills

• Financial planning · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Share Reorganizations
• Estate Freeze
• Holdco Structuring
• Family Trust Management
• Business Insurance
• Philanthropic Planning
• Business Development
• Tax Minimization
• Asset Transfer
• Bloodline Protection
• Estate Planning
• Financial Planning

Job areas

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