Tax Analyst

Schedule: Full-Time, In Office (some hybrid days)

Salary: $80,000 - $90,000, full benefits, 3 weeks of vacation + more!

Our client is an independent wealth management firm that offers a comprehensive suite of services beyond traditional investment management. With multiple offices across Canada, the firm offers a collaborative and professional environment for individuals looking to build a long-term career and gain experience beyond pure tax compliance work

Our client is seeking a Tax Associate to join their growing team. This opportunity is ideal for someone with approximately 3-4 years of tax experience, likely gained within a public accounting environme nt. The primary focus of the role will be personal tax preparation and compliance, with additional exposure to corporate tax work and tax planning initiatives. This position offers the opportunity to work closely with experienced professionals while gaining insight into wealth management, financial planning, and broader client advisory service

• Prepare and review personal income tax returns (T1s)
  Assist with the preparation of corporate income tax returns (T2s)
• Support tax compliance and filing requirements for high-net-worth individuals and owner-managed businesses
• Conduct tax research and assist with planning opportunities
• Communicate with clients and respond to tax-related inquiries
• Collaborate with advisors, planners, and portfolio management professionals across the organization
• Stay current on Canadian tax legislation and regulatory changes
• Assist with various tax projects and client engagements as requirements

• Approximately 3-4 years of tax experience, ideally within public accounting
• Strong experience preparing T1 personal tax returns
• Exposure to T2 corporate tax returns is considered a strong asset
• CPA designation or progress toward CPA completion is an asset
• Tax advisory or planning experience is beneficial but not required
• Excellent written and verbal communication skills
• Ability to work effectively in a collaborative, client-focused environment