Generalist Tax Advisor for CMA CGM handling maritime tax issues in IEMEA region. Collaborating with local teams and coordinating global tax matters in a newly created position.
About the role
- Tax and Estate Planner at Manulife supporting advisors and clients with tax and estate planning in Quebec. Collaborating within a dynamic team to deliver financial solutions.
Responsibilities
- Provide consultation on complex tax and estate planning concepts and strategies for HNW clients
- Conduct a detailed discovery to understand the client and uncover issues and opportunities
- Develop customized plans for clients integrating financial planning and estate/tax/business planning
- Present plans and strategies to clients and advisors to influence implementation
- Collaborate with Centralized Planners, Advisors, and Insurance Consultants for specialized advice
- Explain rules and regulations to clients and advisors regarding personal, corporate and trust income tax
- Collaborate with cross-functional teams to integrate wealth planning with other financial services
- Stay updated on regulatory changes and market trends
- Liaise with external advisors and industry peers
- Deliver presentations to advisors, clients, and internal partners
Requirements
- Chartered Accounting (CA) designation, or Legal designation (LLB)
- Bilingual in French and English
- Completion of the CICA In Depth Tax Course or similar course of study
- Expertise in personal, trusts, estates and corporate tax with 5 to 7 years of relevant experience
- Strong knowledge in civil law with understanding of common law
- Ability to apply specialized knowledge to practically implement planning solutions
Benefits
- health, dental, mental health, vision insurance
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans including pension
- global share ownership plan with employer matching contributions
- financial education and counseling resources
- generous paid time off program in Canada including holidays, vacation, personal, and sick days
- full range of statutory leaves of absence
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