6 дней назад
Private Client Services Associate - Fall 2027
57 200 - 68 250CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Client Services Associate - Fall 2027 (Tax Planning and Compliance): Supporting high-net-worth families, closely held businesses, estates, trusts, and private foundations through tax planning, research, and federal and state and local tax return preparation with an accent on entity reporting, compliance, and complex tax documentation. Focus on developing tax strategies, documenting tax positions, managing multiple client projects, and maintaining accurate onsite service during peak periods.
Location: Toronto, Canada; onsite presence required during core business hours with regular reporting to a firm office and travel to client sites
Salary: $57,200–$68,250 per year
Company
provides professional services to middle-market clients, including tax and advisory support for private clients and businesses.
What you will do
- Support high-net-worth families, closely held businesses, estates, trusts, and private foundations.
- Build client relationships by understanding client needs and challenges.
- Complete tax planning and research and prepare federal and state and local tax returns.
- Develop knowledge of entity reporting requirements and tax compliance processes.
- Contribute to tax strategies intended to reduce clients’ effective tax rates.
- Prepare memoranda and other documentation on complex tax issues and stay current on relevant tax legislation.
Requirements
- Bachelor’s degree in accounting or a related field from an accredited university.
- Strong computer skills, including proficiency in Microsoft Excel.
- Clear and professional communication with clients and firm personnel.
- Project management skills with the ability to manage multiple priorities, meet deadlines, and maintain accuracy.
- Ability to maintain consistent onsite presence, regularly report to the firm office, and travel to client sites with reliable transportation.
- Availability to work extended or non-standard hours during peak periods when required.
Nice to have
- Commitment to obtaining a CPA or equivalent professional certification or designation.
Culture & Benefits
- Competitive benefits and compensation package.
- Schedule flexibility to help balance personal and professional demands while serving clients.
- Inclusive workplace with equal-opportunity and reasonable-accommodation commitments.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
6 дней назад
Senior Fund Accountant, Private Markets
72 000 - 105 600CAD
6 дней назад
Senior Fund Accountant, Private Debt
72 000 - 105 600CAD
9 дней назад
Associate, Fund Accounting
44 000 - 65 000CAD
9 дней назад
Senior Fund Accountant, Private Equity
72 000 - 105 600CAD
10 дней назад
Corporate Tax Manager
139 000 - 176 000CAD
9 дней назад
Associate Manager, Fund Accounting
65 000 - 85 000CAD