Private Client Advisor, Manager/Sr. Manager - Calg

ROSS; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a leading professional services firm as a Manager/Senior Manager in the Private Client Advisors group. This role offers an exciting opportunity to provide consultative solutions in areas like estate planning, tax planning, and corporate reorganization. You'll play a vital role in building client relationships and developing new tax services. ROSS is known for its specialized focus in tax recruitment, providing a supportive environment for Tax Professionals looking to advance their careers. If you are passionate about tax advisory and eager to make a significant impact, this position could be the perfect fit for you.

Qualifications

• 3+ years of technical tax experience required.
• Strong commitment to client service and team management skills.

Responsibilities

• Coordinate resources and provide consultative tax solutions.
• Build and maintain client relationships while identifying new opportunities.

Skills

Client service commitment

Team management skills

Tax planning expertise

Product development participation

Ability to work independently

Education

Professional accounting designation

Post-secondary education

In-Depth Tax course enrollment

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:

The successful candidate will have the following 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 Kwan 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.