Tax & Estates Manager — Lead Analytics & Client Insights

A boutique Wealth Management firm in Toronto is seeking a Manager of Tax and Estates. The ideal candidate will support advisors by analyzing complex financial scenarios and delivering insights that drive client success. Responsibilities include developing Excel tools for tax analysis, conducting insurance analysis, and training junior analysts. Strong knowledge in various tax areas and professional designations are valued. This role offers opportunities for professional growth in a collaborative team environment.
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