Private Client Advisor, Manager/Sr. Manager - Calg

ROSS; Calgary; On-site; CAD 70,000 - 95,000; Full time

Job summary

A leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting designation. A competitive opportunity for experienced tax professionals is available.

Qualifications

• Strong commitment to client service.
• Excellent team management skills are required.
• Ability to develop new products & services.
• Capable of working with little supervision.
• Professional accounting designation or equivalent education.
• Experience of three or more years in tax.

Responsibilities

• Coordinate resources and provide consultative solutions.
• Build and maintain client relationships.
• Identify and develop new tax service opportunities.

Skills

Client service commitment

Team management

Product & service development

Work with little supervision

Technical tax experience

Education

Professional accounting designation or equivalent

Enrollment in In-Depth Tax course

Job description

Do you enjoy consulting with owner managed companies?

Industry: Tax Accounting, Big 4

Title: Manager/Senior Manager - Private Client Advisors (PCA)

Location: Calgary, Alberta, Canada

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 a Manager/Senior Manager with the Private Client Advisors (PCA) group, you will play a key role in coordinating resources, and providing consultative solutions. Areas on consultation include:

• Succession planning
• Estate and trust planning
• Income tax planning for individual and private companies
• Corporate reorganization
• Compensation planning
• Mergers and Acquisitions

The key to your success will be building and maintaining client relationships and developing an understanding of client needs. Additionally, you will identify and develop new opportunities for additional tax services.

Qualifications

• A strong commitment to client service
• Excellent team management skills
• The ability to participate in the development of new products & services
• Capable of working with little supervision
• A professional accounting designation, and/or equivalent post‑secondary education
• Presently enrolled in the In-Depth Tax course
• Three or more years' technical tax experience

If you are a Tax Professional interested in getting more information on this or other TAX opportunities across Canada, forward your resume to Alan Kwanat at [e-mail].

ROSS is a specialized, boutique firm with a specialty in tax recruitment across Canada. We have various opportunities from industry roles to Big 4 partnership opportunities to hands‑on technical analyst positions. For more information on ROSS, visit www.getROSS.com.

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 please refer this posting and you can earn a generous referral fee. Visit www.getROSS.com/referral_fee.php for more details.