Tax and Planning Associate

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About the job

Provides specialized wealth planning for High Net Worth (HNW) clients to help meet their long-term financial objectives. Supports the growth and retention of HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship.

• Develop and deliver comprehensive, customized financial plans addressing retirement, tax, estate planning and broader wealth planning objectives.
• Provide specialized planning advice on advanced strategies, including private corporations and holding companies, estate planning, and charitable planning etc.
• Partner with other planning professionals to provide clients with comprehensive wealth planning advice and solutions encompassing tax, succession planning, philanthropy, and estate and trust planning.
• Present plann...