Director, Tax and Estate Planning

Mackenzie Financial Corporation•Calgary, AB

1d•CA$142,000 - CA$178,000•Hybrid

About The Position

The Tax and Estate Planning team at Mackenzie Financial Corporation provides tax and estate planning support to advisors and planners to assist them in protecting and growing their clients’ wealth. Currently, the team is accepting applications for the position of Director, Tax and Estate Planning. This position will report to the Vice President, Tax and Estate Planning. The successful candidate's responsibilities will be to support the Retail Distribution Teams and Advisors.

Requirements

Expert understanding of Canadian domestic tax
Very good understanding of philanthropy, donor advised funds and disability planning
Very good understanding of estate laws in Canada
Good understanding of dealing with wills, estates and trust administration
Very good understanding of the mutual fund industry and mutual funds is necessary to ensure/tax/estate service provided remains in scope of the department mandate.
Excellent verbal, writing and presentation skills.
Proficiency in the use of various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency (CRA) guides, bulletins and information circulars, Ernst and Young databases, CCH Canada databases) and interpret and apply concepts to “real life”.
Legal or accounting designation (e.g. JD/LLB, LLM, taxation law, MTax, CPA).

Nice To Haves

TEP, CFP or FEA designations are considered assets.
Completion or working toward completion of Levels I, II and III of the CPA In-depth Tax Course is considered an asset.

Responsibilities

Working with and assisting the AB, SK and MB based Retail Distribution teams in accelerating business development opportunities.
Identifying tax and estate planning issues encountered by financial advisors and providing detailed responses to tax and estate planning inquiries via the Tax and Estate Planning Resource Centre.
Working with the Retail Distribution teams to provide education and up to date information in presentations to advisors and investors.
Supporting the Retail Distribution teams in advisor/investor education relating to the Mackenzie Charitable Giving Fund and Registered Disability Savings Plan.
Present at Dealer and at Mackenzie Investments Due Diligence conferences.
Actively develop content on any number of tax and estate planning subject matter.
Supporting Mackenzie Private Wealth by researching and developing comprehensive Tax and Estate summary reports for high-net-worth clients.
Working with the other members of the Tax and Estate Planning team as required or in situations where knowledge can be gained or shared.
Conducting research in order to assist the VP to prepare for print and/or broadcast media interviews.