Planning and Tax Administrative Specialist

This is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment services alongside a partnering relationship.

This is an opportunity to be highly involved in the essential steps of managing the client process with regards to planning, accounting and tax advisory. The ideal candidate is driven by the desire to feel that they are making a difference for the client, no matter the task at hand. Someone who recognizes every step implemented is of high importance and that each detail must be executed with precision and deliberation; therefore, making an impact on the client's finances and their experience.

Experience working within a professional accounting services environment will be of value; however, those who have experience within the financial industry, and who are looking to grow into a more specialized role within a financial firm, will also be highly regarded.

The individual in this role will work closely with our CPA Accountant and Financial Planners to collaboratively support the financial planning and tax planning year-round services. This position offers a diverse range of responsibilities creating a dynamic and engaging work environment. Although the role will expand the knowledge and skillset of the candidate, they must also embrace administrative and processed-driven work. Understanding that the administrative, template-based, and repetitive work is essential and supports a strong, successful client relationship.

The successful candidate will be encouraged and supported to further their education and professional development to enhance their knowledge and advance their career at Precedence.

The successful candidate will possess clear, strong and professional communication skills, as well as experience working with excel, Adobe and Docusign, and has the ability to adapt easily to different technology and software solutions.

Strong organizational and management skills are essential for success in this role and are especially crucial during peak periods with increased workload, such as tax season. The ideal candidate must demonstrate the ability to effectively prioritize tasks and perform under pressure while meeting tight deadlines.

Following set processes and procedures must be fully embraced by the candidate. The candidate must be detail-oriented who values structure and consistency in their work and workplace. The ideal candidate must demonstrate a strong ability to understand, follow, and uphold company policies and procedures. By adhering to established guidelines, you will play a crucial role in maintaining operational efficiency, ensuring compliance, and contributing positively to a culture of excellence and accountability. If you thrive in an environment where precision and adherence to standards are paramount, we encourage you to apply.

This is an in-office opportunity at our Saskatoon office location. We kindly decline any applicants not located in Saskatoon.

Duties:

• Supporting and facilitating the administrative preparation of T1 and T2 returns and T3, T4 and T5's.
• Prior to the accountant preparing the tax return, the candidate will review all client documents, identify missing or unnecessary items, obtain any required documentation, and ensure the file is complete and ready for final preparation.
• Obtaining information required for preparation from CRA Represent a Client, tax packages and reports for investment accounts, mortgage statements, etc.
• Preparing and maintaining spreadsheets for clients, including calculations and totals for rental, medical and donation items.
• Coordinating and preparing for client drop off meetings as well as administration of the files received at the office.
• Coordinating and facilitating the delivery of the prepared tax file including scheduling meetings, obtaining signatures and completing final steps of filing the T1 return.
• Assisting with the preparation of the written tax plan.
• Preparing CRA reviews and uploading of documents to the CRA.
• Acting as a liaison with the CRA on matters related to client files.
• Managing and responding to client inquiries.

Join our team as a Planning and Tax Administrative Specialist and take the next step in your career with a dynamic and supportive organization. This role offers opportunities for growth, professional development, and the chance to make a meaningful impact on clients' financial success. If you have the skills, dedication, and passion for excellence, we invite you to apply and become a valued member of our team

Job Type: Full-time

Pay: $60,000.00-$72,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care

Application question(s):

• Are you legally authorized to work in Canada? If yes, please provide a brief description of your work authorization.

Location:

• Saskatoon, SK S7K 0E8 (required)

Work Location: In person