Tax Planning Specialist

Related keywords: remote job accountingremote job in educationeducation remote job

Overview of Wealthsimple and the Role

Wealthsimple is a prominent Canadian fintech company focused on revolutionizing the way individuals manage their money. With over 4 million users and $80 billion in assets under its management, Wealthsimple aims to provide a transparent, low-cost alternative to traditional financial services. The company prides itself on innovation, collaboration, and a commitment to creating an inclusive work environment. The Tax Planning Specialist position is a key role within their wealth management team, focused on leveraging tax strategies to benefit high net worth clients.

Key Responsibilities

As a Tax Planning Specialist, your main duties would encompass:

• Reviewing and optimizing financial plans from advisors to ensure maximum tax efficiency.
• Developing tailored tax strategies that align with each client's individual goals and circumstances.
• Consulting with Wealth Advisors on intricate tax matters impacting client portfolios.
• Engaging with clients to clarify complex tax planning issues as needed.
• Assisting in the preparation of tax filings for clients.
• Creating education materials on tax optimization for both clients and advisors.
• Providing expertise on complex situations related to corporations, trusts, and estates.
• Contributing insights to improve Wealthsimple's

This job offer was originally published on himalayas.app