[ finance ]
Senior Tax Planner, Wealth Management
WealthSimple- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to WealthSimple. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Wealthsimple is hiring a Senior Tax Planner for their Wealth Management team. This role focuses on optimizing financial plans for high-net-worth clients by identifying and applying tax efficiency strategies. The position requires expertise in both tax and financial planning, with a focus on clients with $1MM-$3MM in assets.
Skills and focus areas
- tax planning
- financial planning
- tax efficiency
- cfpp
Summary written by Ramai from the original posting. Full details and requirements are on WealthSimple’s careers page.
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