Senior Corporate & Estate Tax Expert
Our client is in need of a Senior Corporate & Estate Tax Expert. This role researches all financial instruments and the regulatory implication on taxes for clients’ business and personal affairs. With this knowledge this role assesses each clients’ situation and makes recommendations to not only achieve their goals but minimize taxes for all relevant structures and generations. The tax expert works with the advisors and makes financial instrument recommendations for both the short and long term interests of the client’s business and personal affairs. This expert in independent of the product bias so provides impartial and expert advice. This role liaises with the client’s other advisors such as accountants and lawyers to ensure all recommended structures are well thought out and executed.
Key Responsibility Areas include:
- Participate in client reviews
- Support broker activities in the advance case market
- Research technical tax changes and best practices
- Investigate laws, regulations and changes that could impact the tax affect for clients as it relates to insurance and investments
- Participate in marketing events
- Key note speaker to educate prospects about taxes and insurance and investments
- Write weekly and monthly articles for relevant periodicals that the ideal clients read
- Advise on financial and strategic matters
- Participate in discussions regarding financial matter
- Liaison between accountants, lawyers and other external advisors
Must have qualities will include:
- Open minded to the value of life insurance
- Can communicate effectively with clients so that clients quickly understand concepts
- Communicates effectively in public
- Pragmatic and focused on the clients best interest
- Excellent at considering multiple scenarios
- Highly confident
- Risk taker – likes to drive increased income based on his/her performance
- Is a team player who listens and builds strong relationships with people
Experience/Skills required:
- Minimum 10 years work experience as a CA/CGA/CPA
- May have worked in professional services or with an organization
- Helpful if have 3 years of tax experience
- Helpful if have knowledge of financial services industry