Manager, Senior Manager specializing in trusts and estates

Demersbeaulne
Full-time montreal, montreal (administrative region) Finance
Posted:
June 06, 2026
Location:
montreal, montreal (administrative region), Canada

Job Description

As part of the Canadian tax team, you will be autonomous and able to plan, organize, direct and contribute directly to the management of trusts, estate and post-mortem planning mandates and estate settlements. You will be the client contact person for coordinating and responding to a variety of ad‑hoc and multidisciplinary requests and queries. You will also be the contact person for the progress of staff assigned to these files. This job requires a variety of interactions with associates, managers and partners, as well as directly with customers.

  • At least 2‑3 years’ experience in a similar position;
  • Knowledge of certain cross‑border rules (U.S. estate tax, payments to Canadian non‑residents, etc.) to coordinate and collaborate with our U.S. and international tax team;
  • Knowledge of investment, insurance and planning products to optimize their use;
  • Knowledge of matrimonial property regimes and rules governing family a...

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Job Overview

Job Type: Full-time
Location: montreal, Canada
Posted: June 06, 2026
Deadline: July 16, 2026