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обновлено 8 дней назад

Private Client Services Associate (Tax)

57 200 - 68 250CAD
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Private Client Services Associate (Tax): Supporting high-net-worth families, closely held businesses, estates, trusts, and private foundations through tax planning, research, return preparation, and compliance with an accent on complex private client tax issues and entity reporting requirements. Focus on preparing federal and state and local tax returns, documenting tax positions, developing tax strategies, and completing work for review in a client-service environment.

Location: Toronto; consistent onsite presence during core business hours is required, with regular reporting to a firm office and travel to client sites as needed.

Compensation Range: CAD 57,200–68,250 annually.

Company

hirify.global provides professional services to middle-market clients globally, including tax and advisory support for private clients and businesses.

What you will do

  • Work with 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 understanding of reporting requirements for different entity structures and complete compliance work.
  • Contribute to tax ideas that may reduce clients’ overall effective tax rates.
  • Prepare work for review, document complex tax positions, 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.
  • Ability to meet client service, quality, performance, deadline, firm, and client standards.
  • Clear, professional, and effective communication with firm personnel and clients in person, by telephone, and electronically or in writing.
  • Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously while maintaining accuracy and quality in a fast-paced client-service environment.
  • Ability to work effectively in a professional office environment and, as required, at client sites; the role requires sitting for extended periods and working with computers and standard office equipment.
  • Ability to maintain consistent onsite presence during core business hours, regularly report to a firm office, travel to client sites as required, and access reliable transportation.
  • Ability to work extended or non-standard hours during peak periods or as needed to meet client, project, or firm business requirements.

Nice to have

  • Commitment to obtain a CPA or equivalent approved professional certification or designation.

Culture & Benefits

  • Inclusive environment focused on professional and personal development.
  • Competitive benefits and compensation package.
  • In-person connection supports client service, teamwork, development, and relationship-building.
  • hirify.global provides accommodation for applicants with disabilities and is committed to equal opportunity and non-discrimination.

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