Manager of Tax and Estates

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.
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