Tax Planner

Tax Planner | Vancouver, BC | Confidential Search

Ready to trade compliance deadlines for conversations that actually move the needle?

I'm working with a 100+ year old, independently owned BC investment firm - a genuine institution in this market - to find their next Tax Planner. This is a rare seat on a small, high-performing Financial Planning team, built for someone with real presence: the kind of person clients and advisors want in the room, not just on the file.

If you're a Tax Manager working with high-net-worth individuals and businesses, ready to point that expertise inward toward Canadian domestic planning - and use it to build relationships and strategy with clients and Investment Advisors instead of grinding through filings - this is worth 15 minutes of your time.

Why This Role

• Move from compliance to advisory, full stop - sit in the room with clients and advisors, building trust and driving strategy, not processing behind the scenes
• Specialize in tax and estate strategy for high-net-worth clients - a niche that compounds your value for the rest of your career
• A 35-hour work week. Genuinely.
• Backed by a century of independence and stability - collaborative, low-ego, long-tenured team people actually stay for
• Real mentorship and development, not just a title change

What You'll Do

• Partner directly with clients and Investment Advisors on tax, estate, and personal finance strategy
• Build and present sophisticated financial projections using industry-leading planning software
• Spot tax-minimization opportunities across personal, corporate, and trust income tax, registered/non-registered accounts, pensions, and government benefits - and explain them in plain English
• Contribute to internal seminars and external presentations

What You Bring

• CPA + 5 years post-designation tax experience, ideally beyond standard corporate compliance (private wealth, trusts, cross-border)
• CFP, or willingness to complete it within 2 years
• CPA In-Depth Tax Program - enrolled, in progress, or completed is a strong asset
• TEP and/or FEA are a bonus, not a requirement
• Sharp analytical instincts paired with genuine rapport-building ability - people trust you and enjoy working with you
• A collaborative, self-starting mindset

The Fine Print

In-office in Vancouver, minimum 4 days/week.

Sound like your next move? Apply directly!