Senior Advisor, Tax Planning

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 124,000 - 155,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsEducation: certificationSkills: ["Communication","Client-first mentality","AI-native mindset","Ability to explain complex concepts"]

Own tax planning for high-net-worth clients by reviewing and optimizing wealth management financial plans for tax efficiency. You’ll identify and apply every applicable strategy to maximize “tax alpha,” act as a liaison to advisors on complex corporate, trust, and estate situations, and support occasional sophisticated client discussions (without providing direct tax advice). You’ll also help evolve Wealthsimple’s “CPA Designed” offering with an AI-native approach to modeling and delivery.

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Wealthsimple
Wealthsimple
7 hours ago

Senior Advisor, Tax Planning

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Job Summary

Own tax planning for high-net-worth clients by reviewing and optimizing wealth management financial plans for tax efficiency. You’ll identify and apply every applicable strategy to maximize “tax alpha,” act as a liaison to advisors on complex corporate, trust, and estate situations, and support occasional sophisticated client discussions (without providing direct tax advice). You’ll also help evolve Wealthsimple’s “CPA Designed” offering with an AI-native approach to modeling and delivery.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Review and optimize financial plans for high-net-worth clients, ensuring all applicable tax strategies are identified and applied.
  • •Maximize tax alpha by finding incremental value missed by even good plans.
  • •Serve as an internal liaison to the advisor team on complex tax strategies, including building and modeling as needed.
  • •Apply expertise to complex situations involving corporations, trusts, and estates.
  • •Support occasional client-facing conversations on sophisticated tax planning questions (not providing direct tax advice).

Pay and Benefits

Salary: CAD 124,000 - 155,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceLife InsurancePaid Leave

Key Requirements

  • •CPA designation required.
  • •CFP designation required, with genuine comfort and fluency in financial planning.
  • •5+ years of experience in tax planning, wealth management, or financial advisory roles.
  • •Strong knowledge of Canadian tax law and financial planning strategies.
  • •Proven track record implementing tax optimization strategies for HNW clients.
Experience:5+ yearsWealth managementFinancial advisoryTax planning
Education:Certification / Diploma
Skills:CommunicationClient-first mentalityAI-native mindsetAbility to explain complex concepts
Certifications:CPACFP
Languages:EnglishFrench
Tech Stack:AI tools

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn