Senior Tax Planning Specialist
Wealthsimple
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Posted on Oct 18, 2025
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About The Role
As a Tax Planning Specialist on our Wealth Management team, you'll ensure all financial plans for our high net worth clients ($500K+) incorporate optimal tax strategies. You'll be the driving force behind our "CPA Designed" financial plans, providing specialized tax expertise that differentiates our wealth management offering. Unlike traditional roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class tax planning and client experiences.
In this role, you'll have the opportunity to:
- 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
What you’ll bring:
- 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
- Bilingual (English/French) capability is a significant asset
Why Wealthsimple?
🤑 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)
💖 Allocated number of Wellness Days that can be scheduled over the course of the year!
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
This job is no longer accepting applications
See open jobs at Wealthsimple.See open jobs similar to "Senior Tax Planning Specialist" Work In Tech.
