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Tax Consultant, Partnership - Canada - The Chartered Professional Accountants Of Manitoba
Description
Join Our Team as a Tax Associate at Quadrant Private WealthWelcome to Quadrant Private Wealth, a comprehensive wealth management firm dedicated to delivering integrated portfolio and wealth management solutions to families and institutions from British Columbia to Ontario.
In our ongoing commitment to excellence and expansion, we are excited to offer a new opportunity within our Wealth Planning Group for a dedicated Tax Associate.
As a Tax Associate in our Wealth Planning Group, you will play a pivotal role in enhancing our client services through your expertise in tax matters.
This role involves assisting with tax calculations, reviewing tax information, and contributing to the preparation of detailed tax plans for our clients.
It represents a remarkable opportunity for professionals with experience in tax or bookkeeping who are looking to advance their career within a wealth management context.
Tax Analysis and Planning:
Prepare tax installment and RSP contribution analysis, assist with the preparation of client memos on various wealth planning matters, and compile data for detailed tax plans.
Research and answer basic tax planning questions and review client tax packages to ensure accuracy and completeness.Collaboration and Growth:
Work closely with our team of advisors and wealth planning professionals to deliver exceptional service to our clients.
A minimum of 3 years of experience in tax or bookkeeping, with specific experience preparing T1 and T2 filing data.
In-depth proficiency with technology, particularly Microsoft Excel and Word.While certification in tax accounting or CPA is beneficial, it is not required for this position. We welcome candidates with diverse backgrounds and experiences in tax preparation or related fields.
Why Choose Quadrant Private Wealth:
Quadrant Private Wealth is committed to fostering a respectful work environment filled with challenging and interesting projects.
If this opportunity excites you and you are ready to take the next step in your career with Quadrant Private Wealth, we want to hear from you.
Laura Wortley, Senior Consultant at OneRecruits, by visiting by Friday, May 17, 2024.
