Job Description
Manager of Tax and Estates Toronto, ON
Reference # AC - 6713
Our client, Owens MacFadyen Group, a boutique Wealth Management firm is looking for a Manager of Tax and Estates to join their team in Toronto. Reporting to the Director of Tax & Estate Planning, this role is ideal for a highly detailed, organized professional who thrives in a fast‑paced environment and is passionate about financial services. You will play a key role in supporting advisors, analyzing complex financial scenarios and delivering insights that drive client success.
Your Responsibilities
Develop and maintain advanced Excel tools for tax and financial analysis.
Prepare and deliver presentations for advisors and clients.
Conduct insurance analysis, including current yields and estate impact.
Review and train junior analysts; ensure accuracy and quality of work.
Lead weekly calls and training sessions for advisors.
Summarize shareholder ...
Reference # AC - 6713
Our client, Owens MacFadyen Group, a boutique Wealth Management firm is looking for a Manager of Tax and Estates to join their team in Toronto. Reporting to the Director of Tax & Estate Planning, this role is ideal for a highly detailed, organized professional who thrives in a fast‑paced environment and is passionate about financial services. You will play a key role in supporting advisors, analyzing complex financial scenarios and delivering insights that drive client success.
Your Responsibilities
Develop and maintain advanced Excel tools for tax and financial analysis.
Prepare and deliver presentations for advisors and clients.
Conduct insurance analysis, including current yields and estate impact.
Review and train junior analysts; ensure accuracy and quality of work.
Lead weekly calls and training sessions for advisors.
Summarize shareholder ...