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    Tax Manager Accounting - Toronto, ON, Canada - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Toronto, ON, Canada

    3 weeks ago

    Default job background
    Description
    At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years.

    We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients.

    As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

    You'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day.

    You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.


    Fidelity Private Wealth offers high net worth clients a holistic wealth management experience.

    As an exciting new distribution channel, there are several growing areas to help shape the business into a competitive enterprise in wealth management.

    The Tax and Estate Planning Director will be responsible for providing comprehensive and integrated wealth planning services and support to Relationship Managers and their high net worth clients.

    This includes face-to-face meetings, presentations to groups of clients, and centers of influence, and content creation on value-added insights.
    Meet with Relationship Managers and their high net worth clients and prospects to discuss tax planning strategies
    Present tax plans for clients and work with their existing professionals on timely implementation
    Provide direction and coordinate the implementation of wealth strategies, including meeting with the clients' professional advisors (e.g. lawyers, accountants, and actuaries)
    Respond to inquiries and prepare memos relating to specific wealth planning matters from clients, client-facing team, and internal staff
    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
    Demonstrate and promote our collaborate wealth planning process
    Provide comprehensive and integrated wealth planning services and support to Relationship Managers and high net worth clients
    Partake in face-to-face meetings, presentations to groups of clients and centers of influence, and content creation on value-added insights
    Produce Value-added Content
    Prepare value-added articles and reference materials on a variety of wealth planning topics as well as technical content for business development and client retention
    Lead seminars and presentation on wealth planning services to clients, prospects, and centers of influence
    Provide analysis on tax changes and how they impact high net worth clients and the Private Wealth business
    Communicate tax and other wealth topics through publications, presentations, and media interviews
    Coordinate to ensure consistency in communication on wealth planning topics with other internal Fidelity departments
    Support Internal and External Training Efforts
    Develop a training program on wealth planning matters for Relationship Managers and clients
    Train and educate Relationship Managers and internal staff on tax planning matters
    Identify and research select issues relevant to the Private Wealth business
    Develop/Maintain Wealth Planning Service Standards
    Define operational structure for wealth planning services with key stakeholders
    Create a strong risk culture by working with internal compliance and regulatory personnel to maintain and enhance the necessary requirements
    #

    University degree or equivalent work experience
    In-depth understanding of tax and estate issues. Ability to communicate complex wealth planning strategies in an understandable way to clients and their professional advisors.
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