Private Client Tax Associate – Wealth Management

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

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.