Tax Associate s Wealth Management

Advance your career as a Tax Associate with an independent wealth management firm in Downtown Toronto. This full-time in-office position offers exposure to comprehensive tax and planning solutions.

Our client is looking for a Tax Associate with 3-4 years of tax experience, particularly in public accounting. The role focuses on personal tax preparation and compliance while also involving corporate tax preparation. This is a collaborative opportunity that will enhance your skills in wealth management and client advisory services.

Key Responsibilities:

• Prepare and review personal income tax returns (T1s)

• Assist in corporate income tax return preparation (T2s)

• Support filing for high-net-worth clients and owner-managed businesses

• Conduct tax research for planning opportunities

• Communicate effectively with clients on tax inquiries

Requirements:

• 3-4 years of tax experience, primarily in public accounting

• Strong skills in preparing T1 tax returns

• Familiarity with T2 returns is a strong asset

• CPA designation or progress toward completion is beneficial

• Excellent communication skills and teamwork ability

Become part of a skilled team focusing on tax solutions and wealth management.
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