Senior Private Client Advisor – Tax and Succession Lead

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

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.