Estate Advisor

7 days ago

Laval, Quebec, Canada K-NEK-TER Full time $90,000 - $120,000 per year

Job Offer: Estate Advisor
Main Responsibilities

  • Management, execution, and review of death and estate tax returns;
  • Management, execution, and review of personal tax returns;
  • Prepare invoices for clients;
  • Management of the T4 and T5 tax season and review;
  • Management of the T3 trust season and review;
  • Management and review of corporate tax returns and election forms;
  • Collaborate in the quality control of deliverables to be given to clients;
  • Actively collaborate in the development and retention of the customers.

Requirements And Skills Required

  • E.S.S. in taxation;
  • CPA designation an asset;
  • Minimum of 5 years of relevant experience in a similar role;
  • Excellent mastery and up-to-date knowledge of death and personal taxation;
  • Pleasant, frank, and open-minded personality;
  • Demonstrate great maturity, excellent judgment, strong team spirit, and the ability to integrate easily into a group;
  • Excellent time and priority management skills;
  • Enjoy an excellent reputation and credibility;
  • Excellent mastery of Taxprep and Office Suite software;
  • Knowledge of Caseware, an asset;
  • Bilingualism (French and English, both spoken and written) written).

Conditions Offered

  • Flexible work schedule;
  • Reduced summer schedule;
  • Office closed during the holiday season;
  • Floating days, group insurance, and a health and wellness program;
  • Continuing training and payment of professional dues;
  • Referral program;
  • Possibility of teleworking;
  • Newly renovated and well-lit offices;
  • 4 weeks of vacation;

Beautiful professional work environment and ideally located near the highways in Laval.

Take Please note that only selected candidates will be contacted.

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