Wealth Planning Tax Specialist - Jobs in Greater Vancouver

Job Description

Hours37.5Workplace ModelOnsitePay Details We #39;re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role. Department OverviewTD Wealth Private Wealth Management provides the highest level of tailored advice and integrated wealth management solutions. Our goal is to help our clients and their families develop integrated, comprehensive, and customized financial solutions. At all times, our exceptional team of banking, estate planning, trust and investment professionals work together with our wealth partners to help our clients create wealth, preserve, and protect it, and pass it on to the generations that follow. Job DetailsAs a member of Private Wealth Management, the Wealth Planning Tax Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate, and overall wealth planning to HNW clients of TD. Specifically, the Wealth Planning Specialist has accountability for:Providing professional financial, tax, estate and risk management planning support and solutions to qualifying clients of TD Wealth year-round. Preparation of complex T1 (Personal) returns, including providing proactive tax planning solutions.Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation. Executing TD Wealth #39;s high net worth strategy.The Wealth Planning Tax Specialist is an experienced practitioner whose expertise is leveraged by partners in TD Wealth. They will work with Wealth Advisory Services (WAS), Centralized Planning and Private Trust (PT) partners, as required, for wealth planning and tax preparation services. They must be comfortable in providing ongoing tax relationship management to approximately one hundred (100) personal tax clients, which includes ensuring that the tax returns are prepared and filed in an effective and timely manner. Hybrid Scheduled Role: Wealth Planning Tax Specialists split their work week between our corporate offices (minimum 3 days per week) and home office based on pre-scheduled days during a standard 37.5-hour work week. In addition, this role requires significant excess hours, during the very fast paced personal tax filing Season (Marchamp; April). We offer a flexible work environment outside of tax season.Key responsibilities include:Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers.Preparing complex personal, trust and corporate tax returns (i.e., TI, T2, T4, T5, GST) for assigned clients in a timely and accurate manner, including correspondence and fee invoices associated with the client file.Client relationship management of assigned client tax files, including providing proactive year end tax planning solutions. Assisting external tax and legal advisors, with corporate tax planning, reorganizations, amalgamations, and wind-ups.Carrying out independent research to ensure client #39;s key issues (retirement, tax, philanthropic and estate planning) are addressed.Keeping informed of relevant wealth planning (retirement, tax, estate planning, etc.) developments and keeping TD partners informed of developments.Proactively spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutions.Working effectively to develop and maintain relationships with TD Wealth advisors and relationship managers within TD Wealth.Delivering wealth planning presentations to advisors and clients.Working closely and assisting other WAS and PT team members with preparing comprehensive wealth plans.Developing strong internal and external networks and referral sources.Ensuring appropriate service levels are provided to maximize role profitability, minimize costs, and manage business to avoid financial losses and reputational damage to TD.Carry out other tasks and duties as assigned by manager from time to time. Job RequirementsEducation/Accreditations: Accounting designation (CPA, CA, CMA, CGA).Certified Financial Planning (CFP) or equivalent designation.CICA In-Depth Course, preferred.Other Qualifications/Skills/Experience: 8+ years of relevant experience in all aspects of Wealth Planning, including complex financial planning and taxation matters.3+ years of recent experience in a professional tax services environment (i.e., tax services company, trust company or public accounting firm) preparing and reviewing personal (T1) income tax returns. Excellent client management skills and thorough understanding of personal tax compliance requirements.Experience in tax accounting and preparing corporate (T2) income tax returns for investment holding companies and trust (T3) tax returns, would be an asset.Proficient with CCH Taxprep software, CaseWare and CRA Represent a client system.Strong computer skills, experience with MS Office, Adobe Professional, Naviplan, Voyant and/or other financial planning software.Effective time management, organizational, and communication skills (oral and written). Ability to work both as part of a team and independently.Investment and insurance industry knowledge, an asset.Fluency in English and French, preferred.Company OverviewOur ValuesAt TD we #39;re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they #39;re more likely to do their best.Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, visionamp; mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they #39;ll always have access to the TD community and experience our culture of care.Who We AreTD is one of the world #39;s leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you #39;ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we #39;re here to support you towards your goals. As an organization, we keep growing – and so will you.InclusivenessOur Commitment to Diversity, Equity, and Inclusion At TD, we #39;re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We #39;re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you #39;d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We #39;re Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That #39;s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It #39;s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!