About this role
Senior Manager, Tax, Product & Planning
Job Purpose The Senior manager - Tax, Product & Planning - plays a key role in supporting Scotiatrust colleagues and Scotia wealth partners by providing tax support expertise, company management experience and enhancing the delivery of the total wealth offering.
Key Accountabilities
- Providing support to Scotiatrust sales staff, trust officers and their teams, Scotiatrust tax compliance group, Aqueduct team, Client Solutions specialists, and other colleagues on issues related to tax and estate/ trust planning and philanthropy for complex clients
- Representing Scotiatrust in discussions with third party professionals as it pertains to ongoing management of corporations, including review of planning strategies and providing guidance to partners
- Reviewing, opining and/or explaining to colleagues, co-fiduciaries and beneficiaries tax planning strategies for implementation of postmortem tax planning for corporations owned and/or controlled by an estate, trust or power of attorney account, ensuring corporate tax planning aligns with the terms of the relevant governing documents and the powers conferred on Scotiatrust as a fiduciary
- Partnering with trust officers to proactively provide oversight and direction for the ongoing management of continuing corporations owned by trusts and power of attorney accounts
- Reviewing and collaborating with the Scotiatrust team to provide tax, estate and trust and philanthropic planning strategies support and direction related to the Scotiatrust product shelf
- Acting as a subject matter expert for the Senior trust officers and trust officers on all tax matters as they pertain to the administration of an estate, trust or power of attorney account, including reviews of schemes of distribution.
- Collaborating with the Tax Compliance team on complex tax matters and tax reporting issues as they pertain to income tax and information returns filed for Scotiatrust clients
- Creating and/or reviewing content