Financial Planner Professional

1 week ago


Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time
Job Summary

We are seeking an experienced Tax & Estate Planner to join our team at Wellington-Altus Financial Inc. In this role, you will provide advanced tax planning services to high-net-worth clients and their families. You will leverage your industry expertise and knowledge to deliver comprehensive tax and estate planning solutions.

Key Responsibilities
  • Serve as a subject matter expert on sophisticated trust, estate, and income tax questions and issues.
  • Collaborate with client's other professional advisors to deliver holistic advice.
  • Develop and maintain relationships with Centers of Influence.
Requirements
  • A degree or diploma in accounting, finance, or a related field.
  • 3-5 years' experience in an accounting role required.
  • Chartered Professional Accountant (CPA) certification.
What We Offer

We are committed to providing a supportive work environment that fosters growth and development. Our team is passionate about delivering exceptional service to our clients, and we believe that our employees are our greatest asset.



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