Tax Expert

Tax Expert/Advanced Financial and Tax Solutions/British Columbia/Alberta/Telework or Hybrid

The Advanced Financial and Tax Solutions team at iA Financial Group has a position that will meet your aspirations!

You will benefit from the best of both worlds, by having the opportunity to work on advanced tax and financial planning files, without the sales and client solicitation aspect! You will also have access to several training courses to perfect your knowledge and skills.

Reporting to the Director, Advanced Financial and Tax Solutions, the main responsibilities of the position are:

• Analyze, write and present recommendations on different aspects of advanced tax and financial planning for high-net-worth clients of iA Financial Group;
• Issue recommendations relating to the files analyzed and popularize the information for financial advisors and planners in our various networks.
• Occasionally participate in the presentation of the financial report to clients and/or their professionals in collaboration with the financial advisor or planner.
• Develop and present training, in collaboration with team members, to wealth management managers, personal insurance managers and advisors on various subjects (taxation, business transfer, balance sheet optimization, etc.). ).
• Participate in the drafting of tax memos and information documents on tax rules and applications for business owners and professionals.
• Participate with the marketing and product development team in the drafting of reference documents on the different tax concepts applicable to our products and services.
• Actively participate in the development and continuous improvement of the Advanced Financial and Tax Solutions department.

You will have the chance to surpass yourself and constantly learn, by regularly interacting with other analysts and experts in your team.

Come and enjoy a professional environment where you can take on interesting and stimulating challenges while enjoying an undeniable quality of life!

Requirements:

• Bachelor’s degree in accounting, law, business administration or a related field.
• Master’s degree in taxation or equivalent;
• Between 3 and 5 years of relevant experience in tax and financial planning for professionals, business owners and high value clients.
• CFP, CFA or TEP qualification an asset.
• Knowledge of the financial industry (Individual insurance and investments) an asset
• You are autonomous;
• You have excellent communication skills;
• You love to learn and share that knowledge.

Compensation:

The typical hiring range for this position is between$96 000 and $165 000annually; the base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity. All permanent employees of iA are also entitled to an annual bonus.

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.