Tax and Estate Planning Vice-President at PPI
Job Description & How to Apply Below
Join PPI as Vice-President, driving tax and estate planning initiatives for high net worth individuals in a hybrid work environment. Influence the financial landscape with your expertise.
PPI Management Inc. seeks a seasoned professional to lead its Professional Services team with comprehensive knowledge in tax and estate planning. Engage with independent advisors, offering insights that enhance client financial security. You will be responsible for developing proposals, addressing inquiries, and delivering educational presentations to continuously elevate advisor capabilities.
Key Responsibilities:
• Draft comprehensive and technical reports for client consultations
• Address estate planning inquiries from advisors and corporate personnel
• Collaborate on proposals for large, complex cases
• Prepare research articles on relevant topics
• Conduct presentations to various audiences in the industry
Requirements:
• CPA or lawyer designation required
• A minimum of 10 years in income tax and estate planning
• Strong understanding of taxation for trusts and private corporations
• Proven marketing instincts and communication skills
• Fluent in English and French for case discussions
Use your industry expertise to shape financial outcomes for clients at PPI.
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