Senior Advisor, Tax Planning

For our client, we are seeking a Senior Advisor, Tax Planning to join the team of a leader in the Finance & Insurance space. This role will focus on delivering sophisticated tax planning guidance that helps high-net-worth clients make informed decisions and improve overall financial outcomes. You will partner closely with advisors on complex planning scenarios, including corporations, trusts, and estates, while contributing to the evolution of the firm's planning capabilities. The position also calls for a strong blend of technical tax expertise, client communication, and analytical thinking in a fast-moving fintech environment. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $100,000 – $120,000 annually Responsibilities Review and optimize financial plans for $1MM-$3MM clients, applying applicable tax strategies Maximize tax alpha to uncover additional client value Serve as a liaison to the advisor team on complex tax strategies, including modeling Apply expertise to situations involving corporations, trusts, and estates Support client-facing conversations on tax planning questions as needed Contribute to evolving CPA-designed financial planning offerings Use AI tools to enhance efficiency and strategy modeling Qualifications CPA designation required CFP designation required, with fluency in financial planning 5+ years of experience in tax planning or wealth management Strong knowledge of Canadian tax law and strategies Proven ability to implement tax optimization for high-net-worth clients Experience with financial planning software is strongly preferred Excellent communication skills for explaining complex concepts AI-native mindset with enthusiasm for tools Benefits A purpose-driven role focused on client outcomes, not sales targets Access to cutting-edge fintech tools and an AI-forward way of working Competitive salary and benefits package 20 vacation days, 4 wellness days, and unlimited sick and mental health days 90 days away: work outside Canada for up to 90 days per year Employee resource groups supporting diversity and inclusion Career growth opportunities in a rapidly expanding company Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.