Senior Wealth Advisor
Drive business growth and leadership opportunities by providing expert tax advice to high net worth individuals, families, and businesses.
Key Responsibilities:
* Deliver comprehensive tax compliance, planning, and advisory services for clients across multiple sectors of the economy.
* Develop and implement strategic plans to manage client portfolios and relationships.
* Lead a team of professionals in a dynamic environment, fostering collaboration and excellence.
* Mentor junior team members to drive their development and career growth.
* Provide tax technical expertise on complex topics such as restructures, capital gains tax, and trust losses.
Qualifications:
* Proven experience in advising high net worth individuals and families on tax matters.
* Ability to provide comprehensive tax services including compliance, planning, and advisory services.
* Strong expertise in family advisory services including succession and estate planning.
Benefits:
As a senior wealth advisor, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and lead a talented team. You will be part of a collaborative and dynamic environment that values innovation, excellence, and continuous improvement.