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Financial Planning Specialist

2 months ago

Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full time
About the Role

We are seeking a highly skilled Tax Accountant to join our team at Nashat Management Services. As a Tax Accountant, you will play a critical role in ensuring the accuracy and compliance of our clients' financial records.

Key Responsibilities
  • Financial Planning: Develop and implement financial plans for clients, taking into account their goals, objectives, and risk tolerance.
  • Accounting and Bookkeeping: Manage balance sheets, profit/loss statements, and other financial records, ensuring accuracy and compliance with accounting standards and procedures.
  • Investment and Risk Management: Direct trust account investments, identify clients' financial goals and objectives, and make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Financial Analysis: Analyze clients' financial records, identify areas for improvement, and develop strategies to optimize financial performance.
  • Compliance and Risk Management: Ensure accuracy and compliance to accounting standards, procedures, and internal control, and investigate possible unethical conduct or breaches of securities or commodity futures law.
  • Communication and Client Service: Develop and maintain strong relationships with clients, providing exceptional service and support to meet their financial needs.
Requirements
  • Education: Bachelor's degree in Accounting or a related field.
  • Experience: 2 years to less than 3 years of experience in tax accounting or a related field.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and proficiency in accounting software and systems.
Work Environment

The ideal candidate will thrive in a fast-paced environment with tight deadlines and a large caseload. They will be able to work independently and as part of a team, with a strong attention to detail and a commitment to delivering high-quality results.

What We Offer
  • Competitive Salary: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for professional growth and development within the company.
  • Collaborative Team Environment: A collaborative and supportive team environment.