High-Net-Worth Tax Strategist
1 week ago
We are seeking a highly skilled High-Net-Worth Tax Strategist to join our team at Meridia Recruitment Solutions. This is an exciting opportunity to work with a boutique wealth management firm specializing in high-net-worth clients.
The ideal candidate will have 5+ years of progressive accounting and tax experience, with a strong understanding of finance and tax planning strategies. A CPA designation is required, and an in-depth taxation course would be considered an asset.
This role involves preparing complex financial plans for income, estate, and savings plans, as well as summarizing legal documents and providing commentary on wills, family trusts, and shareholder agreements. The successful candidate will also provide advanced tax and estate planning, including AMT recovery plans, new TOSI rules, triggering gains, and using CDA to fund lifestyle.
Responsibilities include training junior analysts, reviewing their work, creating and delivering monthly tax calls, and communicating directly with clients. Excellent communication and presentation skills are essential, along with proficiency in Excel and Word.
Salary: $120,000 - $150,000 per year, depending on experience.
Located in Saint John, New Brunswick, this role requires working onsite at our office. If you are a motivated tax professional looking to add value to a high-performing team and build a career in wealth management, we encourage you to apply.
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Tax Planning Manager
4 weeks ago
Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full timeManager – Tax & Estate PlanningOwens MacFadyen Group (OMG) is a boutique wealth management firm specializing in high-net-worth clients. Our comprehensive wealth management approach has been delivering exceptional results since 1995.We are seeking a Tax Planning Manager to join our Saint John, NB office. This role involves collaborating with advisors and...
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Tax and Estate Planning Manager
4 weeks ago
Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full timeManager – Tax & Estate PlanningOwens MacFadyen Group (OMG) is a boutique wealth management firm specializing in high-net-worth market. Since 1995, we have provided a unique team-based approach to Comprehensive Wealth Management, allowing our clients to achieve better outcomes.We are recruiting a Manager, Tax & Estate Planning, to join our Saint John, NB...
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Executive Financial Strategist
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Digital Marketing Strategist
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Senior Wealth Management Specialist
1 week ago
Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full timeWe are Meridia Recruitment Solutions, a boutique recruitment firm specializing in high-end placements.Our client, Owens MacFadyen Group (OMG), is a respected wealth management firm with a team-based approach to comprehensive wealth management. With over 90 professionals across multiple locations, OMG is committed to delivering exceptional results for its...
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Accounting Specialist
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Accounting Specialist
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Payables Analyst
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bookkeeper
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bookkeeper
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bookkeeper
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Fredericton, Canada Shakya Enterprises Ltd. Full timeEducation: Expérience: EducationSecondary (high) school graduation certificateTasksCalculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPost journal...
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bookkeeper
6 months ago
Fredericton, Canada Shakya Enterprises Ltd. Full timeEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsTasksCalculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPost...
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