Tax Planning Specialist

October 17

Apply Now

Receive Emails with Similar Jobs

Wealthsimple

WebsiteLinkedInAll Job Openings

Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• Review and optimize all financial plans created by our advisors to maximize tax efficiency • Develop comprehensive tax strategies tailored to each client's unique situation and goals • Consult with Wealth Advisors on complex tax matters affecting client portfolios • Engage with clients as required to address sophisticated tax planning questions • Assist the team with tax filing preparation for clients as needed • Create educational resources on tax optimization strategies for both clients and advisors • Apply your financial and tax expertise to complex situations involving corporations, trusts, and estates • Contribute your insights to improve our "CPA Designed" financial planning service offering

🎯 Requirements

• CPA/CMA designation required (CFP or CFA is a valuable asset) • 5+ years of experience in tax planning, wealth management, or financial advisory roles • Strong knowledge of Canadian tax law and financial planning strategies • Proven track record of implementing effective tax optimization strategies • Excellent communication skills with the ability to explain complex tax concepts clearly • Client-first mentality in all aspects of your work • Passion for helping clients achieve their financial goals through tax-efficient planning • Technology-minded with the ability to leverage digital tools to enhance client experience • Bilingual (English/French) capability is a significant asset

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 20 vacation days per year and unlimited sick and mental health days • Up to $1,500 per year towards wellness and professional development budgets respectively • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year