Job Description & How to Apply Below
Location: Quebec
Lead advanced tax strategies as PPI's Vice President in Montreal, Quebec. Shape solutions for high net worth clients while collaborating with top professionals in a hybrid work culture. This pivotal role at PPI requires expertise in tax and estate planning, catering to insurance advisors.
You will prepare technical reports, tackle inquiries from corporate personnel, and conduct informative workshops. Your insights will guide significant client decisions and enhance their financial security through tailored solutions.
Key Responsibilities- Prepare technical reports for insurance advisors
- Collaborate on proposals for ultra-high net worth clients
- Address inquiries from insurance and corporate personnel
- Communicate key insights to qualified advisors
- Present training sessions on planning topics
- Chartered skilled accountant or lawyer
- 10+ years of income tax experience required
Expertise in taxation related to estates and trusts - Excellent bilingual communication skills
- Ongoing commitment to skilled standards
Leverage your taxation expertise at PPI to make a meaningful impact on clients' financial strategies.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×