Regional AVP - Tax, Retirement and Estate Planning Services
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Regional AVP Tax role providing consultative tax, retirement, and estate planning expertise. Building relationships with advisors and assisting in proposal preparation for clients.
Responsibilities:
- Provide case-specific consultative tax, retirement and estate planning expertise
- Build local relationships with professional advisors through case-specific interaction
- Assist investment advisors in preparing proposals and presentations
- Provide educational presentations and seminars to investment advisors
- Provide federal and provincial tax information for sales strategies
Requirements:
- Strong oral and written communication skills
- Professional degree/designation (CPA, LLB, LLM (Tax))
- Completion of the CICA In Depth Tax Course or similar course of study
- Expertise in personal, trusts, estates and corporate tax (5 to 7 years minimum)
- Strong tax, retirement and estate planning analytical skills
- Ability to apply specialized knowledge to implement planning solutions
- Excellent organizational and prioritization skills
- Strong interpersonal skills and relationship building
- Creative/innovative thinking applied to individual client contexts
- Ability to interpret and communicate technical information to a non-technical audience
Benefits:
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability coverage
- Life and AD&D insurance
- Flexible working hours
- Paid time off
- Retirement savings plans
- Employee/family assistance plans
Similar Jobs
Manager, US International Tax
International Tax Manager responsible for U.S. international tax compliance and financial reporting. Joining Hershey Company to foster professional growth and collaboration with key business stakeholders.
Tax Programmer I
Tax Programmer I designing, reviewing, and modifying programming systems for Taxwell's tax software. Serving customer support and ensuring functionality meets requirements.
Corporate Tax Summer Intern
IQVIA intern supporting Corporate Tax projects, handling income tax returns and compliance. Gain exposure to the healthcare industry and develop valuable skills in a global organization.
Tax Manager – International/Foreign
International/Foreign Tax Manager responsible for tax planning and consulting at Bowers Accountants & Advisors. Preparing complex tax returns and mentoring staff in accounting and advisory services.
Tax Manager – International Tax
International Tax Manager responsible for advising clients on tax implications and compliance in global operations. Leading projects and managing teams in public accounting at MGO.
Tax Advisory Associate
Advisory Associate at tax firm involved in tax planning and advisory services for clients. Communicating directly with clients to ensure best-in-class service with adherence to deadlines.
Senior Product Manager, Property Tax Optimization
Senior Product Manager building Kin's property tax optimization product from scratch in a remote-first environment.
Tax Manager
Tax Manager required with U.S. international tax expertise for fast-paced blockchain company. Collaborate with various teams to optimize tax processes and compliance.
Associate Director, Tax Operations
Associate Director for Tax Operations & State Allocation at Natera, leading tax strategy and compliance. Overseeing multi-state income sourcing and allocation for a publicly traded company.
Tax Manager
Tax Manager leading the U.S. and Canadian tax function for PaperWorks, overseeing tax compliance, planning, and audits. Collaborating with the finance team to implement effective tax strategies.
Consultant, Tax Technology
Tax Consultant supporting implementation of DMA’s TaxARC software solution for client engagements. Collaborating with senior teams while demonstrating independence in problem-solving and technical execution.
Manager, International Indirect Tax Advisory
Manager role providing international indirect tax guidance and support in a remote capacity. Working with clients to assist in managing indirect tax issues effectively.
Tax Specialist
Tax Specialist managing international tax strategies and compliance for remote team in Spain. Work includes tax research, planning, and liaising with external auditors and authorities.
Tax Director – Partnership/LLC Pass-Through Entities, National Tax Office
Tax Director responsible for leading Partnership/LLC tax practice at CBIZ. Providing tax consultation and expertise across national offices while ensuring compliance and high-quality client service.
Senior Tax Manager
Senior Tax Manager overseeing global provision calculations and U.S. federal income tax at DocuSign. Collaborate with multiple departments and manage a high-performing team in a remote setting.
Senior Tax Analyst
Senior Tax Analyst executing and overseeing compliance for Command|Link's tax reporting functions. A proactive role requiring analytical skills and tax regulatory knowledge in a remote setting.
Senior Manager, Tax
Tax Senior Manager at Hims & Hers responsible for domestic corporate tax compliance and governance. Collaborating with external tax advisors and delivering accurate financial results in a remote environment.
Associate Tax Consultant, Property Tax
Associate Tax Consultant assisting with property tax assessments and state/local tax consulting. Supporting team members in maximizing tax savings and representing clients in appeals.
Senior International Tax Associate
International Tax Senior Associate specializing in compliance and advisory services for international tax issues. Leading client relationships and managing teams in a collaborative environment.
International Tax Manager
International Tax Manager at Hillenbrand responsible for managing complex international tax obligations. Ensuring compliance, optimizing positions, and supporting strategic growth initiatives globally.