As the Senior Vice President Tax at Richardson Wealth, provide comprehensive tax guidance and wealth planning to high-net-worth clients in Canada and the U.S. Drive impactful client meetings and strategic presentations.
With over a decade of experience in financial and estate planning, you will play a pivotal role in shaping strategies and advising clients directly. This position requires collaboration with various professionals to deliver high-quality wealth planning services and ensure effective strategy implementations. Your thought leadership will also contribute to client retention and new business generation.
Key Responsibilities:
• Deliver wealth planning and tax services to ultra-high-net-worth clients
• Organize and lead tax-related seminars for advisor/client groups
• Coordinate strategy discussions with legal and tax professionals
• Review and ensure quality of complex tax planning files
• Produce white papers and other relevant client literature
Requ...