Auxiliar de Tributos supporting tax rule updates at Grupo Focus. Proactive individual with strong communication skills needed for administrative tasks and client interaction.
About the role
- Private Client Associate Partner shaping the future of tax advisory practice. Leading projects while mentoring talent and building strong client relationships.
Responsibilities
- Strategic leadership of the Private Client team, overseeing a diverse portfolio of high-value personal tax and estate planning clients.
- Driving tax advisory projects, identifying planning opportunities and leading the delivery of bespoke solutions for clients across income tax, capital gains tax, inheritance tax, trusts, and succession planning.
- Developing and expanding the Private Client offering, contributing to practice-wide strategy and growth initiatives.
- Acting as a senior point of contact for key clients, building long-term trusted advisory relationships and ensuring exceptional service delivery.
- Overseeing complex advisory assignments, including estate planning, lifetime wealth structuring, residence and domicile matters, and cross-border tax considerations.
- Mentoring and developing senior managers and trainees, supporting team capability building and fostering a culture of excellence.
- Financial oversight of the portfolio, including budgeting, forecasting, pricing, and profitability management.
- Contributing to business development, including networking, proposal preparation, and representing the practice in the market.
- Supporting the Partner group with strategic decisions, team planning, and operational improvements.
Requirements
- ACA, CTA, or equivalent professional qualification.
- Significant experience in Private Client Tax at Senior Manager, Director, or equivalent senior advisory level.
- Deep expertise in personal tax, estate planning, trusts, and high-net-worth advisory work.
- Proven track record of building and managing strong client relationships at a senior level.
- Demonstrable experience identifying and delivering tax planning opportunities.
- Strong leadership capabilities with the ability to mentor, influence, and inspire teams.
- Excellent commercial awareness with experience contributing to firmwide growth or service line development.
- A proactive, strategic mindset with the ability to deliver practical, solutions-focused advice.
- Strong organisational skills and confidence managing complex, multi-faceted assignments.
Benefits
- Competitive salary and benefits package, including access to our employee benefits hub, with resources on health and financial well-being as well as lifestyle savings
- Working in an environment that fosters learning and development
- Personal development programmes tailored to senior leaders, alongside high-impact, on-the-job experience.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Bilingual Legal Assistant supporting lawyers at McCarthy Tétrault with document management and client support. Requires strong bilingual skills in French and English with 3 years of relevant experience.
Adjoint(e) juridique bilingue en fiscalité au sein de McCarthy Tétrault à Montréal. Responsable de la gestion des documents, de l’agenda et du soutien aux clients.
Tax Analyst Sr managing inquiries about tax availability for Equipment and Vendor Finance lease accounts at PNC. Responsibilities include reviewing tax rates, exemption certificates, and sales tax reporting.
Consultant identifying property tax savings opportunities and assisting clients with tax authority processes in a hybrid work environment. Collaborating with a team for effective service delivery and client engagement.
Leiter Treasury, Tax & Insurance overseeing strategic areas at Kolbenschmidt Pistons. Responsible for financial stability and efficiency in Treasury and Insurance sectors.
Vice President responsible for advanced tax strategy and innovation at LPL Financial. Leading initiatives in managed account programs to enhance advisory services through tax management capabilities.
VP of International Tax managing special projects related to compliance and new tax regimes. Collaborating with global teams and mentoring tax associates at a Fortune 200 reinsurance company.
Manager overseeing a team of consultants providing property tax consulting services. Responsibilities include managing client relationships, overseeing appeal processes, and ensuring team performance.
Indirect Tax Tech Transformation Lead at Fonoa enhancing customers' compliance strategies with innovative API solutions. Collaborating with stakeholders for successful product adoption and account growth.