Wealthsimple · 3 months ago
Tax Planning Specialist
United States
Full-time
Remote
Senior Level
5+ years expWealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. As a Tax Planning Specialist on the Wealth Management team, you'll ensure financial plans for high net worth clients incorporate optimal tax strategies while providing specialized tax expertise to enhance client experiences.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Review and optimize all financial plans created by our advisors to maximize tax efficiency
Develop comprehensive tax strategies tailored to each client's unique situation and goals
Consult with Wealth Advisors on complex tax matters affecting client portfolios
Engage with clients as required to address sophisticated tax planning questions
Assist the team with tax filing preparation for clients as needed
Create educational resources on tax optimization strategies for both clients and advisors
Apply your financial and tax expertise to complex situations involving corporations, trusts, and estates
Contribute your insights to improve our 'CPA Designed' financial planning service offering
Qualification
Required
CPA/CMA designation required (CFP or CFA is a valuable asset)
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 of implementing effective tax optimization strategies
Excellent communication skills with the ability to explain complex tax concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals through tax-efficient planning
Technology-minded with the ability to leverage digital tools to enhance client experience
Preferred
Bilingual (English/French) capability is a significant asset
Benefits
Competitive salary with top-tier health benefits and life insurance
Retirement savings matching plan using Wealthsimple for Business
20 vacation days per year and unlimited sick and mental health days
Up to $1,500 per year towards wellness and professional development budgets respectively
90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
Company-wide wellness days off scheduled throughout the year
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase