Senior Tax Professional
3 days ago
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients' lives.
Our Services
- Sophisticated financial planning and tax strategies
- Estate planning
- Asset and risk management solutions
- Investment solutions
We create a legacy of trust at CI Private Wealth. Our Senior Tax Associate is responsible for providing ongoing support to our Senior Principals, Principals, and Associate Principals in maintaining client relationships. This role requires strong technical skills relating to high net worth individuals, including knowledge of active businesses and holding companies.
Familiarity with estate and trust tax issues is essential. The ideal candidate will have experience reviewing individual, trust, and business tax returns. Proficiency in MS Word, Excel, Outlook, and tax applications is required. Strong organizational and time management skills are also necessary, along with the ability to effectively manage multiple projects simultaneously within strict deadlines.
Requirements
- Bachelor's degree in Accounting from an accredited college or university
- Active CPA license or seeking CPA licensure preferred
- 3-5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g., accounting)
The selected candidate will be responsible for:
- Providing administrative support to senior team members
- Reviewing tax returns and financial statements
- Assisting with financial planning and tax strategy development
Benefits and Perks
We offer a competitive salary and benefits package, including health and dental insurance, retirement savings plan, and opportunities for professional growth and development. All qualified candidates will be considered without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information, or any other basis prohibited by law.
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