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We are partnering with a confidential, fast-growing advisory platform backed by a well-established national financial services organization. This specialized division focuses on advanced tax and estate planning strategies for high-net-worth business owners, entrepreneurs, and real estate families across Canada.
While operating within a broader national platform, this advisory group functions with an entrepreneurial mindset, offering flexibility, collaboration, and significant income upside not typically found in traditional banking or public practice environments.
The division is in growth mode and looking to add senior leadership to help scale its tax and estate planning practice.
About the Role
This is a senior, client-facing leadership position designed for a technically strong CPA with deep experience in private enterprise tax and estate planning.
The Director will guide complex planning engagements for incorporated professionals and multi-generational families, particularly within the real estate, construction, infrastructure, and energy sectors. The role blends advanced tax structuring with strategic advisory exposure and revenue participation.
This is not a compliance-heavy position and is not a traditional insurance sales role. Instead, it focuses on delivering sophisticated tax-driven planning solutions in collaboration with accountants, lawyers, and internal advisors.
Responsibilities
- Lead and co-lead client meetings with business owners and high-net-worth families
- Evaluate complex ownership structures (holdcos, LP/GP entities, development structures, estate freezes)
- Provide strategic analysis on tax, estate, and corporate planning considerations
- Draft technical memorandums, planning briefs, and structured recommendations
- Prepare and review financial illustrations and supporting documentation
- Collaborate with clients’ accountants, tax counsel, and legal advisors to ensure alignment
- Support internal advisors with technical clarity and planning expertise
- Contribute to the development of internal planning frameworks and intellectual capital
- Represent the practice at industry events and educational forums
- Support broader business growth initiatives and brand positioning
Requirements
- CPA, CA designation (required)
- Strong background in tax advisory, private enterprise, or owner-managed business environments
- Experience reviewing complex corporate and estate planning structures
- Comfortable presenting to sophisticated clients and external professionals
- Strong written skills with experience drafting technical tax memorandums
- Entrepreneurial mindset with interest in participating in revenue growth
Preferred
- MTax, TEP, FEA, CLU coursework
- Exposure to advanced life insurance strategies used in tax and estate planning
Compensation
- Base salary: $140,000–$200,000 (flexible for the right candidate)
- Revenue participation model with significant upside
- Year 1 earning potential: ~$300,000–$350,000 OTE
- Long-term earning potential: $600,000+
- Uncapped commission structure with collaborative revenue-sharing model
- Full benefits package
- Hybrid work environment (3–4 days in office)
- National travel required
At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.