This role is for a qualified Chartered Professional Accountant (CPA) with experience in completing share reorganizations, estate freeze, structuring Holdcos’ and family trust. Experience with business related insurance such as Criss Cross, Key Man, Immediate Financing Arrangement and other solutions will be ideal. The ideal candidate will also assist with designing governance of philanthropic plans, including understanding of philanthropic structural options and the use of endowments, and restricted/unrestricted gifts. This is a business development role with uncapped income potential for candidates with Canadian CPA, LLQP and CIM designations.
The candidate will help families accross Canada to protect the value of their estate, minimize ongoing taxes, advise on the transfer of assets to next generations, and create structures for bloodline protection. The majority of this work requires strong knowedge of estate freeze, trust creation and insurance solutions to minimize current and future tax liabilities.
Must have a car and willing to travel accross Ontario and other provinces.
Must have a Canadian CPA and at least 10 years of relevant tax and business development experience.
