What if your tax expertise could do more than save money?

What if it could help families preserve their life’s work, business owners protect what they’ve built, and future generations thrive?

That’s exactly the kind of impact we’re making here and we’re looking for a tax-loving, collaborative, client-focused individual who’s ready to make their work matter on a whole new level.

We’re not your typical life insurance firm.

We’re a group of forward-thinking advisors, estate planners, and strategists who care deeply about creating meaningful legacies for our clients, and we believe life insurance, when structured properly, is one of the most powerful tools for intergenerational wealth planning.

Your Role in the Bigger Picture

As our Estate and Tax Specialist, you’ll be the bridge between technical tax planning and legacy-preserving insurance solutions. You’ll help clients:

• Understand how tax-efficient insurance can support their estate goals
• Minimize tax burdens when transferring wealth to the next generation
• Plan ahead for liquidity needs or charitable giving
• And most importantly, sleep at night knowing their family’s future is protected

You’ll collaborate closely with your peers at Continuum, as well as with external advisors, clients, professionals, and others working on real, personal strategies, not just numbers in a spreadsheet. Every case is unique, meaningful, and deeply human. The truth is, you’ll have every opportunity to learn, to pick the brains of experts in their respective fields, and to test your curiosity. And because we don’t track time entry, you can explore, revise, and challenge yourself without worrying about the clock. In the end, we need to stand behind our solutions and be proud of the thought leadership behind them.

Who This Is For

This isn’t just a “tax job.” This is for someone who:

• Thinks beyond compliance — you’re excited by strategy and the art of the possible
• Loves working with real people, not just documents (that said, you need to like the details too!)
• Has deep experience working with families, business owners, and estates
• Understands the power of life insurance as a planning tool or is eager to learn quickly
• Enjoys explaining complex ideas in ways that make clients feel empowered

If you’ve ever thought, “I want to do work that matters to people’s lives,”  this is that kind of role.

What You Bring

• CPA or equivalent designation
• Intellectual curiosity and a desire to learn
• Highly self-motivated and accountable, with a strong sense of ownership
• Comfort with estate freezes, trusts, holding companies, and post-mortem strategies
• A strong grasp of how permanent life insurance fits into the bigger planning picture
• A calm, confident, and clear communication style (bonus if you’re a natural explainer!)
• 8+ years of experience in tax planning especially for high-net-worth individuals or private businesses is an asset

Why You’ll Love It Here

• You’ll be doing intellectually rewarding work that also feels personally fulfilling
• You’ll be part of a team that genuinely cares about clients and each other
• We invest in your growth, with advanced planning tools, ongoing education, and room to shape your role
• You’ll be surrounded by sharp minds, warm hearts, and big visions

Compensation
We believe great work deserves great rewards. We offer a competitive salary, a generous incentive structure, and opportunities for growth.

Ready to Join Us?

We’d love to get to know you. Send us your resume and a short note about what excites you about this opportunity to growwithus@continuumlp.ca

Let’s build generations ahead.