Tax Accountant for Advanced Financial Planning
IGM Financial • quebec, capitale nationale • Posted July 09, 2026
Position Overview
Join IGM Financial Inc. as a Tax Accountant within our Advanced Financial Planning team. This role centers around providing advanced taxation insights and support for high-net-worth clients in a hybrid work environment.
As a key member of IGM's Advanced Financial Planning department, you'll work with a team of 45 tax, legal, and financial professionals. Your primary focus will be on advanced tax and estate planning support, engaging directly with both IG Advisors and complex client situations. Your expertise will help build strategies that ensure clients achieve their financial objectives while navigating intricate tax issues.
Key Responsibilities:
• Provide advanced taxation and financial planning support to advisors
• Prepare detailed reports for complex client situations
• Analyze financial plans to identify tax issues
• Conduct meetings with clients and their advisors
• Deliver training sessions to advisors and internal teams<...
As a key member of IGM's Advanced Financial Planning department, you'll work with a team of 45 tax, legal, and financial professionals. Your primary focus will be on advanced tax and estate planning support, engaging directly with both IG Advisors and complex client situations. Your expertise will help build strategies that ensure clients achieve their financial objectives while navigating intricate tax issues.
Key Responsibilities:
• Provide advanced taxation and financial planning support to advisors
• Prepare detailed reports for complex client situations
• Analyze financial plans to identify tax issues
• Conduct meetings with clients and their advisors
• Deliver training sessions to advisors and internal teams<...