Seeking CFP/CFA/CPA

Hi there, · I'm looking for a reliable tax professional to help me file my self-employment taxes for 2023 and 2024. · I also need help organizing and categorizing my business expenses. I'll provide all bank statements and supporting documents. · Very important: I'm not just looki ...

+Job summary · We are seeking a highly experienced U.S.-based CPA who also operates as a tax strategist / advisor to work with us long-term as we navigate U.S. tax, compliance, and accounting for our e-commerce business. · ++Is a licensed U.S. CPA (required) · Has strong experien ...

We are inviting experienced bookkeeping firms that offer U.S. tax filing services under the supervision of a licensed CPA to collaborate with us. · Tax Accounting · Tax Refund Submission · ...

We are inviting experienced bookkeeping firms that also support U.S. tax filing under the supervision of a licensed CPA to collaborate with us. · ...

We're hiring an Associate Advisor / Associate Portfolio Manager to join our growing boutique discretionary practice in Ottawa–Gatineau.This isn't a corporate wealth job. · It's not a product desk. · And there's no ladder-climbing politics. · ...

We're hiring an Associate Advisor / Associate Portfolio Manager to join our growing boutique discretionary practice in Ottawa–Gatineau. · This isn't a corporate wealth job. · It's not a product desk. · And there's no ladder-climbing politics.You'll work side-by-side with a Senior ...

Working with the Knights of Columbus as an insurance agent is unlike any other career opportunity you'll come across. · We are a not-for-profit charitable membership organization that helps provide financial security to its members and their families through its insurance program ...

Wealth Management Role is focused on education, guidance and personal development not traditional sales. · Financial planning and insurance expertise · ...

About Mercor: · Mercor connects elite creative and technical talent with leading AI research labs. · Position: · Wealth Transfer Specialist · Type: · Project-based or part-time · Review and annotate AI-generated outputs related to estate · Evaluate model reasoning on trusts, gi ...

This is a full-time on-site role for a Financial Advisor located in Ottawa ON assessing clients financial goals creating tailored financial plans advising on investment opportunities and providing solutions to meet clients financial needs. · ...

Our client, Owens MacFadyen Group,a boutique Wealth Management firm is looking for a Manager of Tax and Estates to join their team in Toronto. · Develop and maintain advanced Excel tools for tax and financial analysis.Prepare and deliver presentations for advisors and clientsCond ...

Seeking a financial expert to build a cost and pricing model for a SaaS business in the pre-startup phase. · Analyzing market trends · Developing pricing strategies · Creating financial projections · ...

We are seeking an experienced professional to conduct a corporate valuation for a foreign direct investment (FDI) project. · ...

We're hiring an Associate Advisor/Associate Portfolio Manager to join our boutique discretionary practice in Ottawa-Gatineau. · portfolio construction · HNW client advisory · financial planning integration · ...

Company Description · We suggest you enter details here. · Role Description · This is a full-time hybrid role for a Financial Advisor based in Vancouver, BC, with the flexibility to work from home on certain days. The Financial Advisor will be responsible for developing and imple ...

This is a rare opportunity to acquire a highly profitable dental clinic in the heart of the Fraser Valley. · This is an excellent opportunity for a motivated buyer seeking a stable cash-flowing business with room to scale. · ...

L'entreprise Valnet recherche un analyste financier hautement analytique et orienté affaires pour soutenir la prise de décisions stratégiques. Ce rôle se situe au cœur de l'analyse financière, des prévisions et du soutien à la prise de décisions. · ...

Valnet is seeking a highly analytical and commercially minded Financial Analyst. This role sits at the intersection of financial reporting, forecasting, valuation, and business decision support. · Bachelor's degree in Finance, Accounting, Economics or related field. · 3–6+ years ...

We are expanding our team and looking for motivated individuals who are interested in helping North American families improve their financial well-being while building a flexible, long-term income opportunity. · This role is focused on education, guidance, and personal developmen ...