Associate, Wealth Mgnt/PCA - Edmonton

ROSS; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A top Canadian professional services firm is seeking an Associate in Wealth Management/Private Client Advisors. In this intermediate role, you will work with Managers and Senior Managers to specialize in taxation consulting for diverse clients. This is a great opportunity for aspiring tax professionals eager to develop skills in areas like estate planning, corporate obligations, and personal income taxes. The ideal candidate should have relevant educational credentials, strong communication skills, and a passion for client engagement.

Qualifications

• Desire to specialize in taxation of executive compensation.
• Completion or near completion of a relevant professional designation.
• Strong analytical skills and ability to interpret legislation.

Responsibilities

• Work directly with Managers and Senior Managers to become a tax expert.
• Deliver integrated solutions to individual taxpayers and corporations.
• Assist in business development and grow the practice.

Skills

Taxation of executive compensation

Excellent research skills

Oral and written communication skills

Strong analytical skills

Client interaction

Education

Completion or near completion of CA, CMA, CGA, or law degree

Job description

Become a Big 4 Tax Professional

Title

Associate, Wealth Management/Private Client Advisors (PCA)

Location

Edmonton, Alberta

Description

Our client is one of Canada’s leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international companies through their exceptional team of accounting professionals.

As an associate with the Private Client Advisors (PCA) group, you will work directly with Managers and Senior Managers in becoming a tax expert, consulting in one of several highly specialized areas. You’ll be part of a team delivering a full range of integrated solutions to a wide range of clients – from individual taxpayers to large corporations, across all sectors of the economy, in all regions of the country, and internationally.

This is an intermediate position, designed for aspiring tax professionals eager to gain experience with:

• Canadian & International estate and trust planning
• Succession and divestiture planning for the owner/manager
• Planning for private corporations with active businesses or investments
• Compensation and benefits planning for employers
• Personal income tax planning, compliance, and CCRA advocacy

Qualifications

The successful candidate will have the following qualifications:

• A desire to specialize in taxation of executive compensation, including retirement, deferral and incentive programs and employee benefits
• Completion or near completion of at least one of the following professional designations: CA, CMA, CGA or law degree
• Excellent research, oral and written communication skills
• Strong analytical skills and ability to interpret legislation and legal documents
• Enjoys working with clients and is interested in assisting with business development and growing the practice
• Self‑starter but able to work in a multi‑disciplinary team environment
• Completion or willingness to enroll in the In‑Depth Tax program

If you are an aspiring Tax Professional interested in getting more information on this or other Tax opportunities across Canada, confidentially forward your resume to Alan Kwan via [e-mail].

We have progressive opportunities for Tax professionals ready to make a career move. If you’re not interested, but know someone who is a great fit, we offer generous referral fees. Click http://www.getROSS.com/referral_fee.php for more details