JOB SUMMARY

We are seeking a Tax Specialist with strong experience in personal tax return preparation to join our wealth management team. This role focuses on preparing accurate and timely tax returns and supporting our advisors in delivering integrated financial solutions to clients. A CPA designation is not required, but attention to detail and a client-first mindset are essential.

QUALIFICATIONS

• Minimum 3 years of experience preparing personal tax returns
• Strong understanding of Canadian personal tax systems - US knowledge a bonus
• Excellent attention to detail and organizational skills
• Comfortable working directly with clients and internal teams
• Experience with tax preparation software (e.g., TaxCycle, TurboTax, ProConnect)
• Strong communication skills and a collaborative mindset

• Prepare and file personal income tax returns for clients in Canada and/or the U.S.
• Review client documents and financial information to ensure accurate reporting
• Identify tax-saving opportunities and ensure compliance with current tax laws
• Collaborate with financial planners and portfolio managers to support client goals
• Participate in client meetings to provide tax-related insights and guidance
• Stay up to date with changes in personal tax regulations and best practices
• Create and communicate tax related material to clients and the general public