Job Description:

Manager (SEP)

Job Description:

Our client, one of Canada’s leading business advisory and accounting firms, based in Vancouver, is adding a key member to their National Succession and Estate Planning team in Vancouver, This family environment has a “small firm” atmosphere and they are looking for a Manager, who will realize the wealth transition objects for clients and focus on assisting these clients

The purpose of the Manager (Succession & Estate Planning – SEP) will include, not limited to:
- Being a key member of a dynamic Tax practice
- Play a lead role on client engagements, and advise clients in varied industries on SEP tax strategies. 
- Focus on an untapped client market.
- Review of trust and estate returns;
- Estate and succession planning for high-net worth individuals and Family Enterprise clients;
- Presentations to new business development

Requirements:

- 3-5 years experience specializing in Tax Succession and Estate Planning
- preferably public practice experience
- CA, CGA, or CMA designation or other comparable post-graduate accreditations or experience (which includes LLB, Masters in Tax and TEP designation)
- Completion of CICA In-Depth tax course (ideally) or significant experience in estates and trusts area.
- Significant past experience in Canadian income tax
- Strong written and oral communication skills.

Contact:

If working in a place that allows you to quickly develop working relationships with clients and colleagues, and advance your career the way you want, then please send your resume stating ‘Manager - SEP' in the title to: Heather.McCarthy@MercerBradley.com.

Mercer Bradley provides all levels of accounting and finance professionals for interim engagements, strategic projects and full-time staffing solutions.