Tax Specialist / Manager

Bounty Hunter World; Saskatoon; On-site; CAD 70,000 - 100,000; Full time

Job summary

A wealth management firm seeks a Tax Specialist to provide specialized tax advice to high net-worth clients, particularly farm families. Responsibilities include preparing tax planning strategies, managing client relationships, and reviewing tax returns. The ideal candidate will possess a degree in Accounting or Finance, strong problem-solving skills, and experience in agricultural taxation. This role offers a comprehensive wealth planning experience across Alberta, Saskatchewan, and Manitoba.

Qualifications

• Proven experience in tax planning and strategy, especially for high-net-worth clients.
• Strong communication and people management skills are essential.
• Experience working directly with farm families in agriculture.

Responsibilities

• Assist with onboarding new tax clients.
• Review personal income tax returns and CRA reviews.
• Conduct discovery calls with prospective clients to discuss affairs.
• Prepare tax and succession plans for various clients.

Skills

Tax planning and strategy

Corporate reorganizations

Succession planning

Estate planning

CRA reviews

Understanding of agriculture-related tax issues

Education

Degree in Accounting, Finance, or related field

Completion of or enrolment in the CPA In-Depth Tax Course

Job description

Purpose:

The Tax Specialist works with our Private Client Investment Counsellor, focusing on clients with investable assets exceeding $1 million. You will meet with existing and prospective clients, fostering growth within and outside of the client base in partnership with a dedicated wealth management department.

The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to high net-worth farm families across Alberta, Saskatchewan, and Manitoba. The role requires an ability to provide a superior service level to High-Net-Worth clients in coordination with the Wealth Planning Group.

We are engaged by farm families as trusted, fiduciary consultants providing a valuable, integrated and comprehensive solution to the complex issues involved in today’s family farm business. Specialized tax advice is essential for every engagement, whether it consists of transitioning to the younger generation, transitioning from active farming to asset liquidation, or retirement and estate planning.

Research and preparation of tax-planning strategies for clients will take precedence over the preparation of personal tax returns. The ideal candidate enjoys being in the spotlight with clients, seeing themselves as the go-to resource for wealth planning.

Accountabilities:

The Tax Specialist’s accountabilities include, but are not limited to:

Assist with the management of onboarding of new tax clients,

Review personal income tax returns and CRA reviews.

Review government remittance filings (T4, T5, CDA elections, GST).

Manage and secure client files with confidentiality.

Conduct discovery calls with prospective clients to discuss their affairs and explore potential tax and succession strategies.

Preparation of tax and succession plans for corporations, partnerships and individuals.

Preparation and review of annual corporate and personal tax plans

Collaborate with senior staff to meet client deadlines.

Develop and maintain client relationships.

Request supporting documentation and respond to client queries.

Track filing timelines for timely return completion.

Stay updated on tax law changes, especially in agriculture.

Research and apply the Income Tax Act for compliance and reorganization.

Support and review of internal bookkeeping.

Job Requirements Summary:

Degree in Accounting, Finance, or related field.

The In-depth Tax course is beneficial but not mandatory.

Experience in a similar role, preferably in agriculture.

Strong attention to detail, organizational and communication skills.

Proactive problem-solving and process improvement mindset.

Ability to manage multiple priorities and meet deadlines.

Legally entitled to work in Canada.

Knowledge and Technical Competencies:

Excellent people management skills

Excellent verbal and written communication skills

Dedication and strong work ethic

Ability to research and utilize electronic tax tools

Encourages others to maintain a consistent and steady motivation or pace

Provide others with opportunities to take on new challenges and responsibilities

Implements processes and procedures to prevent problems from repeating themselves

Negotiates effectively by identifying common ground and potential solutions that are beneficial to all parties

Ability to manage conflicting demands and priorities

Highly motivated with a desire for growth

Excellent client service skills with the ability to understand clients’ needs

Ability to establish and maintain strong client relationships

Deliver quality service and value to clients

Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties

Strong project management and organizational skills

Ability to accurately record time and prepare billings for client engagements

Proven leadership skills

Skills - Must Have:

Tax planning and strategy (not just tax prep)

Corporate reorganizations, succession planning, and estate planning

CRA reviews, T4/T5/GST filings, CDA elections

Application of the Income Tax Act (especially related to farming and small business)

Familiarity with farm business structures (corporations, partnerships, etc.)

Understanding of agriculture-related tax issues (e.g., capital gains exemptions, succession structures, farm rollover rules)

Completion of or enrolment in the CPA In-Depth Tax Course preferred

Experience working directly with farm families in Alberta, Saskatchewan, or Manitoba

Previous work in a wealth management or HNW client advisory setting preferred

Ability to assist with or lead succession planning discussions

Exposure to private client services or family office structures

BHW- RNR019

Bounty Hunter World