Cross-Border Tax and Estate Planning Specialist, Wealth Management Taxation

Job description

Requisition ID: 241804 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Cross-Border Tax and Estate Planning Specialist, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing cross-border tax and estate planning expertise and enhancing the delivery of the Total Wealth offering. Key Accountabilities: Enhance the delivery of the Total Wealth offering through the integration of advanced tax planning expertise by: Requirements: The position requires a high degree of specialized knowledge and experience. The incumbent must be highly conversant on a variety of tax and estate planning topics, including: o U.S. income, estate, and gift tax implications; o Life insurance planning for individuals who are either U.S. persons and/or have U.S. beneficiaries; o Intergenerational wealth transfer involving estate and trust planning for U.S. persons; - Collaborating with a team of advanced planning specialists to provide tax and estate planning strategies to complex high net worth (HNW) and ultra-high net worth (UHNW) cli...