Senior Tax Planner, Wealth Management

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Tax Planner, Wealth Management based in Canada.

The Senior Tax Planner will help optimize financial plans for high-net-worth clients, with a particular focus on maximizing tax efficiency and identifying opportunities that may otherwise be overlooked. This is a highly specialized role combining deep Canadian tax expertise with sophisticated financial planning knowledge. You will review established wealth plans, identify applicable tax strategies, and model opportunities that can create additional value for clients. Working closely with advisors, you will provide internal expertise on complex situations involving corporations, trusts, estates, and other advanced planning structures. The role also offers opportunities for selective client-facing interaction and contribution to the evolution of a differentiated financial planning offering. It is an ideal opportunity for an experienced CPA and CFP who thrives in a fast-moving, technology-enabled, AI-forward environment.