Excel in tax leadership at Richardson Wealth, where you will provide expert tax and estate planning for affluent clients. This Vice President position focuses on Canadian and U.S. tax strategy implementation.
As Vice President of Tax, you will utilize your extensive experience—over 10 years in tax, financial, and estate planning—to support Investment Advisors in delivering tailored wealth planning services. Your leadership in seminars, client meetings, and collaboration with professional advisors will elevate the planning experience for high-net-worth clients, ensuring compliance and strategic growth. Drive exceptional outcomes through expertise and innovative tax solutions.
Key Responsibilities:
• Deliver financial and estate planning for clients
• Meet with clients and Investment Advisors regularly
• Lead informative seminars on tax planning
• Coordinate wealth planning strategy implementation
• Write materials for client engagement and marketing
Requirements:...