Senior Tax Planning Manager Scotiatrust

Apply tax planning expertise to Scotiatrust’s complex estate, trust, and corporate matters from anywhere in Canada. Support wealth partners and colleagues through specialized guidance.

The Senior Manager, Tax, Product & Planning provides tax support, company management experience, and direction across the total wealth offering. The role advises on estate, trust, philanthropy, corporate, and postmortem planning. It also supports tax compliance, product strategies, client meetings, and educational content.

• Advise colleagues on complex tax, estate, trust, and philanthropic planning
• Guide corporate management and postmortem tax planning strategies
• Oversee continuing corporations owned by trusts and power of attorney accounts
• Develop presentations and content for internal and external audiences
• Identify potential risks using risk management frameworks

• CPA Canada in-depth tax program or MTAX
• At least six years serving complex clients in tax planning and compliance
• Knowledge of Canadian income tax law and private corporations
• Ability to explain technical tax and legal concepts plainly
• Excellent communication, presentation, strategic, and relationship skills

Bring advanced tax, estate, trust, and corporate planning expertise to Scotiatrust’s specialized wealth management support.