Senior Accountant Wealth & Tax Planning

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

About the Company

Our client is a chartered professional accounting and advisory firm. They are looking for a Senior Accountant Wealth & Tax Planning to join their team!

Why Work Here

• Flexible environment - 2 days a week in office
• Excellent work life balance
• Great compensation plans with meaningful bonuses
• Advancement opportunities
• Excellent comprehensive benefits plan

About the Opportunity

• Tax Compliance & Planning
  • Prepare and review complex personal, trust, estate, and corporate tax returns.
  • Develop tax strategies for income splitting, estate planning, charitable giving, and cross-border matters.
  • Advise on tax-efficient structures for businesses and investment entities.
  • Prepare personal tax returns as needed, particularly during tax season.
• Family Office Support
  • Manage cash flow, payments, budgeting, and reconciliations.
  • Prepare net worth summaries, investment statements, and financial reports.
  • Support estate planning with accurate asset and tax basis tracking.
  • Oversee charitable contributions and private foundation reporting.
  • Assist with projects like real estate, private investments, or luxury asset management.
• Financial & Wealth Planning
  • Collaborate on financial plans with partners and client managers.
  • Draft planning memos for estate, insurance, and corporate strategies.
  • Help clients gather financial documents and interpret key reports.
  • Review and adjust financial plans based on life events or market changes.
  • Liaise with external advisors to ensure a cohesive client strategy.
• Client Communication & Reporting
  • Present financial plans clearly and confidently to clients.
  • Explain tax implications and financial reports in simple terms.
  • Maintain strong relationships with clients and their advisory teams.

About You

• Exceptional communication, organizational, and time management skills, with the ability to manage competing priorities and deliver high-quality work under deadlines.
• Proficient in financial planning software (Naviplan) and advanced user of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Experience in personal tax compliance; familiarity with Taxprep is considered a strong asset.
• CPA designation required, with a minimum of 4+ years of experience in public accounting, ideally with exposure to private clients or high-net-worth individuals.
• CFP certification is considered an asset, reflecting a commitment to comprehensive financial planning.
• A continuous learner with genuine curiosity about clients and their unique financial needs; stays informed on evolving practices, tools, and regulations.
• Thrives in an entrepreneurial, fast-paced environment, demonstrating adaptability, initiative, and a collaborative mindset.

Salary Range

$95,000 - $110,000 / year

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.

When referencing this job, quote #463107

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.