Hybrid Senior Wealth & Tax Planning Accountant

Vaco Recruiter Services; Oakville; Hybrid; CAD 95,000 - 110,000; Full time

Job summary

A professional accounting firm in Oakville is seeking a Senior Accountant specializing in Wealth & Tax Planning. This role involves tax compliance, financial planning, and client management, with a salary range of $95,000 to $110,000 per year. The ideal candidate holds a CPA designation, has over 4 years in public accounting, and excellent communication skills. The firm offers a flexible work environment, competitive compensation, and advancement opportunities.

Benefits

Flexible work environment

Excellent work-life balance

Comprehensive benefits plan

Advancement opportunities

Meaningful bonuses

Qualifications

• Minimum 4+ years of experience in public accounting.
• Experience in personal tax compliance.
• Continuous learner on financial practices and regulations.

Responsibilities

• Prepare and review personal, trust, estate, and corporate tax returns.
• Develop tax strategies for clients.
• Manage cash flow and prepare net worth summaries.
• Collaborate on financial plans with client managers.
• Present financial plans clearly to clients.

Skills

Excellent communication skills

Organizational skills

Time management skills

Financial planning software (Naviplan)

Advanced Microsoft Office Suite

Education

CPA designation

CFP certification

Tools

Taxprep

Job description

A professional accounting firm in Oakville is seeking a Senior Accountant specializing in Wealth & Tax Planning. This role involves tax compliance, financial planning, and client management, with a salary range of $95,000 to $110,000 per year. The ideal candidate holds a CPA designation, has over 4 years in public accounting, and excellent communication skills. The firm offers a flexible work environment, competitive compensation, and advancement opportunities.