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Calgary Director Tax and Estate Planning

Student-Friendly Entry-Level
Company

Mackenzie Investments

Location

calgary, Canada

Posted

June 05, 2026

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About This Opportunity

Join Mackenzie Investments in Calgary as a Director of Tax and Estate Planning. This hybrid position emphasizes strategic tax solutions and advisor collaboration to support client wealth.

Reporting to the Vice President of Tax and Estate Planning, you will aid Retail Distribution teams in Alberta, Saskatchewan, and Manitoba. Your expertise will help advisors navigate tax complexities while enhancing client education on estate planning. You will also represent Mackenzie at industry conferences and develop valuable content for high-net-worth clients.

Key Responsibilities:
• Collaborate with teams to drive business opportunities
• Identify and resolve tax planning challenges
• Present detailed educational sessions to stakeholders
• Conduct thorough research for tax-related media engagements
• Develop comprehensive reporting materials

Requirements:
• In-depth knowledge of Canadian tax and estate laws
• Legal o...