- Collaborate with advanced planning specialists to provide holistic wealth planning strategies for high net worth clients
- Consult with advisors on tax information and guidance highlighting options regarding trust, estate, intergenerational wealth transfer, business transition succession insurance philanthropy education planning
- Promote Advanced Planning Services through thought leadership articles writing reviewing capturing success stories identifying opportunities to enhance service offerings
- Wealth management strategy development & implementation
- Cross border taxation consulting practices\\r
development. \ - Able to coordinate multiple projects simultaneously,
) analysis of data sets an extensive research skills required
, Identify conflicts/explosive situations -
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cross border tax expert - Toronto - beBeeEstatePlanning
3 weeks ago
Job title: Cross-Border Tax and Estate Planning Specialist, Wealth Management Taxation
Description
As a Cross-Border Tax and Estate Planning Specialist, you will play a key role in supporting wealth advisors by providing cross-border tax expertise.
Key Responsibilities:
You will also be responsible for promoting the firm's Advanced Planning Services, creating engaging content that showcases your expertise and drives growth. If you have strong analytical skills, enjoy working in fast-paced environments, and are passionate about delivering exceptional results-driven solutions our team might be interested.
Skillset Required: