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Private Client Advisor, Manager/Sr. Manager

3 months ago


Calgary Alberta DJ, CA ROSS Full time

Do you enjoy consulting with owner managed companies?

Industry: Tax Accounting, Big 4

Title: Manager/Senior Manager - Private Client Advisors (PCA)

Location: Calgary, Alberta, Canada

Description:

Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international companies through their exceptional team of accounting professionals.

As a Manager/Senior Manager with the Private Client Advisors (PCA) group, you will play a key role in coordinating resources, and providing consultative solutions. Areas on consultation include:

  • Succession planning
  • Estate and trust planning
  • Income tax planning for individual and private companies
  • Corporate reorganization
  • Compensation planning
  • Mergers and Acquisitions

The key to your success will be building and maintaining client relationships and developing an understanding of client needs. Additionally, you will identify and develop new opportunities for additional tax services.

Qualifications:

The successful candidate will have the following qualifications:

  • A strong commitment to client service
  • Excellent team management skills
  • The ability to participate in the development of new products & services
  • Capable of working with little supervision
  • A professional accounting designation, and/or equivalent post-secondary education
  • Presently enrolled in the In-Depth Tax course
  • Three or more years' technical tax experience
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