Vice President, Tax

Richardson Wealth Ltd • Toronto, ON

3d

About The Position

Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IA's) and their high-net-worth and ultra-high net worth clients. This includes face-to-face meetings with IA's and their clients, presentations to groups of clients and Centers of Influence. This is an existing vacancy.

Requirements

• Over 10 years of planning experience specializing in tax, financial and estate planning
• Demonstrated excellence in designing and implementing complex tax, financial, insurance and estate planning strategies
• Strong relationship management skills
• Strong analytical and problem-solving abilities
• Superior verbal and written communication skills
• Able to interact effectively with other executives and professionals
• Ability to work independently and as part of a team
• Facility with Microsoft Word, Excel and PowerPoint

Nice To Haves

• Experience in the financial services industry would be an asset

Responsibilities

• Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net worth and ultra high net worth clients of our IAs
• Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required
• Meet with clients and IA's on wealth planning matters, especially tax matters
• Lead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of Influence
• Provide direction and coordinate the implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g. lawyers, accountants, and actuaries), as appropriate
• Collaborate on the development and implementation of wealth planning service standards and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients
• Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients
• Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files
• Write white papers and other client facing value added pieces to help our prospecting and client retention activities
• Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces

Benefits

• performance-based incentive plan
• comprehensive health & dental benefits
• group RRSP matching plan
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Executive