Senior Private Tax Advisor for High-Net-Worth Clients

Ernst & Young Advisory Services Sdn Bhd; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading multinationals firm in Montreal is seeking a Senior Tax Staff member to join their Private Tax practice. This role involves advising high-net-worth individuals on tax planning, including estate and wealth transfer strategies. The ideal candidate will have a relevant degree, a Canadian CPA or CA designation, and 1-2 years of tax experience. Strong communication skills and the ability to work in a team are essential. The firm offers comprehensive benefits and a supportive work environment.

Benefits

Mental health support benefits of $5,000 per year

Qualifications

• 1-2 years of relevant tax experience or equivalent experience in business or industry.
• Possess excellent written and verbal communication skills.
• Demonstrate ability to work as part of a team.
• Possess organization and time management skills.

Responsibilities

• Recommend and implement tax strategies that align with client's objectives.
• Correspond with legal counsel and tax authorities on client issues.
• Assist with reorganizations and research compliance issues.
• Review personal, corporate, and trust tax returns.

Skills

Planning opportunities identification

Research compliance issues

Liaison with legal counsel

Review tax returns

Correspond with tax authorities

Audit correspondence

Prepare tax election forms

Manage tax compliance seasons

Education

Undergraduate or graduate degree in accounting

Canadian CPA or CA designation

Job description

A leading multinationals firm in Montreal is seeking a Senior Tax Staff member to join their Private Tax practice. This role involves advising high-net-worth individuals on tax planning, including estate and wealth transfer strategies. The ideal candidate will have a relevant degree, a Canadian CPA or CA designation, and 1-2 years of tax experience. Strong communication skills and the ability to work in a team are essential. The firm offers comprehensive benefits and a supportive work environment.