Senior Manager

Description:

As the Senior Manager, Tax, you will provide leadership and expertise in tax services while providing ongoing support to the Private Client and Trust Services divisions at RJL and Raymond James Trust (Canada). The position offers the opportunity to become a key resource in one of Canada’s largest markets, joining an established team of tax professionals located in Vancouver, Toronto and Montreal who work together to deliver exemplary tax services across the country.

A critical objective for incumbents in this role is to enhance the client experience while supporting investment advisors and trust officers. The individual will provide tax planning and preparation services with a particular emphasis on broadening the dialogue with clients, and their overall value proposition, while assisting firm efforts to consolidate assets and increase revenues.

Situated in the Western region, the successful candidate will be accountable for managing the end-to-end tax services experience - from discovery to tax return filing, analysis of tax planning situations, to final delivery and presentation to clients. This includes, as appropriate, proactively identifying opportunities for or responding to client’s tax inquiries and aligning the client’s tax conversations with Raymond James investment and trust advisors.

Essential Duties and Responsibilities

Client Relationship Management

• Partner effectively with the private client division, trust company division, investment advisors, trust officers, and its legal, tax and financial planning groups to expand the tax services business in the region;
• Provide educational materials on tax planning and tax compliance via presentations, written materials, and individual consultations; and
• Travel will be occasionally required to service the Western region.