Job Description & How to Apply Below
Step into a leadership role as PPI's Vice President of Tax in Montreal, Quebec. This hybrid position focuses on advanced tax strategies for high net worth clients and requires collaboration with top industry professionals.
In this pivotal role at PPI, you will leverage your expertise in tax and estate planning. Your responsibilities include preparing technical reports, addressing inquiries from corporate personnel, and presenting training workshops. You will work closely with insurance advisors, ensuring that tailored solutions effectively meet client needs and enhance financial security.
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
Requirements:
• Chartered accountant or skilled lawyer
• Minimum 10 years of income tax experience
• Expertise in taxation regarding estates and trusts
• Excellent bilingual communication skills
• Commitment to high professional standards
Make a significant impact on clients’ financial strategies with PPI's expert taxation team.
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