Private Client Tax Associate - Wealth & Estate Planning
ROSS
A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and communication skills. This position offers growth opportunities in a multi-disciplinary environment. #J-18808-Ljbffr
- ...engaged in doing so. JOB OVERVIEW We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this... ...may include Debits/Credits, New Accounts, Estates, Transfers among other desks. Our team takes great pride...SuggestedFull timeInternshipImmediate startFlexible hours
$45k - $100k per year
...with internal/external stakeholders. Provides input into the planning and implementation of programs and solutions and executes within... ...reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us...SuggestedPermanent employmentFull timeContract workPart time$75k - $125k per year
Trade Settlement and Private Wealth Manager Position Description This role is hybrid and requires you to be at our downtown Toronto and/or Client office at a minimum 1 days per week subject to change at any time. Your future duties and responsibilities Lead, coach...SuggestedWork at office1 day per week- ...banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund... ...as a subject matter expert on internal MUFG systems across private equity, real estate and debt fund mandates. Work as part of a team on large...SuggestedFull timeWork at office
- ...doing so. JOB OVERVIEW As a Bilingual Client Service Associate at CI Financial, you will be instrumental... ...an independent company offering global wealth management and asset management... ...Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced...SuggestedFull timeInternshipWork at office
- ...This is a remote position. Canadian Private Client Adviser Are you a financial advisor tired of the traditional bank model? Looking... ...a local territory within driving distance. You will present wealth management solutions to high-net- worth prospects. Receive...Work at officeLocal areaRemote workWork from homeHome office
$65.5k - $98.5k per year
...a better working world. The opportunity As a Tax Staff, you will be a part of our Private Tax practice. You will be part of a team that are subject... ...and individuals on domestic and cross-border tax planning, estate, wealth transfer and postmortem planning, asset protection...Long term contractPrivate practiceWork at officeWorldwide- ...the world’s largest public and private funds, providing asset... ...alternatives. With over $1 trillion in client assets under administration,... ...Description The Senior Associate will play a key role in the delivery... ...Support the annual audit and tax processes by liaising with...Full timeInternshipWorldwide
$46k - $55k per year
...Aviso Wealth: At Aviso, we are dedicated to improving the financial... ...an opening for a Registered Plans Administrator to join our Operations... ...– You do the right thing for clients, partners and colleagues. You... ...deadlines Working closely with Tax, Estates, Transfers, New...Full timeTemporary workInternshipWork at office- ...to many of the world’s largest public and private funds, providing asset servicing and... ...for alternatives. With over $1 trillion in client assets under administration, we offer fund... ...Job Description Reporting to the Associate Director, this is a unique opportunity to...Full timeInternshipWork at officeWorldwide
$55k - $70k per year
...Aviso Wealth: At Aviso, we are dedicated to improving the financial... ...an opening for a Bilingual Estates Specialist to join our Operations... ...settlement, and taxation filing of client estate accounts. This role is... ...processing, issuance of tax documents for estates accounts,...Full timeInternshipImmediate start$90k - $150k per year
...skills…whatever those may be. Partner with clients to solve their most complex problems... ...Canada LLP (“Deloitte Legal”) is seeking a tax associate to join our growing tax disputes and... ...commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth...Permanent employmentWork at officeLocal areaWorldwideFlexible hours$55k - $75k per year
...and primary research platform, connecting clients with industry experts who provide the... ...many of the world’s leading consultancy and private equity firms. Since our launch in 2017, we... ...projects. As a Client Services Associate, you’ll act as the link between our clients...Full timeSummer holidayWork at officeImmediate startRemote workShift work3 days per week- ...your legal career? Are you passionate about tax law and looking for an opportunity to... ...join Osler’s tax practice! Osler is seeking associates with a demonstrated enthusiasm for tax to... ...have exposure to both market leading tax planning and advisory mandates, as well as tax...InternshipWork at officeLocal area
- ...end‑to‑end financial control, planning and analysis, forecasting, and... ...You will be involved in daily client interactions where you will manage... ...the books and records of Private Equity funds, including GP vehicles... ...from external auditors and tax teams Required...Work at office
- ...find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation... ...ideal candidate will lead a team of associates while actively engaging in day-to-day... ...Collaboration Collaborate with wealth advisor to support business development...Long term contractFull timeWork at officeRemote work
$98k - $138k per year
...is building its Corporate Real Estate (CRE) Transformation practice in... ...estate technology. As an Associate / Senior Associate (Manager), you will work directly with clients to solve strategic business and... ...judgement and consistent delivery. Plan and facilitate stakeholder...Long term contractWeekend work- ...legal support services. All services and client partnerships are aided by best-in-breed software... ...development and an attractive bonus plan and social events are organized frequently... ...Doing The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- ...Senior Tax Lawyer (or Accountant) – International Tax & Corporate Tax Planning 7+ Years | In-House 100% Remote Our client, a fast-growing company, is seeking an experienced tax professional specializing in international and corporate taxation, with a strong understanding...Permanent employmentRemote work
- ...to doing what's right for our clients. At CIBC, we embrace your strengths... ...What You'll Be Doing As the Associate Trust Officer, you will be... ...management and administration of Estates, Trusts and Powers of Attorney... ...team of professionals within Wealth Management dedicated to...Full timeWork at officeRemote work
- ...with $2.8 trillion in assets – we provide clients access to a range of leading solutions from... ...Job Description Prepare and process private markets capital activity, including capital... ...our culture. When we make Hybrid Working plans, we get to know the individual and pride ourselves...Full timeInternshipWork at office
- ...Columbia 2025 Best Workplaces™ in Retail & Hospitality 2025 Real Estate Manager Reports to: Senior Real Estate Manager Location:... ...Office and remotely Competitive salary, bonus, and vacation plan A great Extended Health & Dental Benefit, Group RRSP Matching,...Long term contractFull timeCasual workWork at officeLocal areaRemote workFlexible hours
- ...Job Description This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools. What is the opportunity...Full timeWork at officeFlexible hours
$84k - $140k per year
...in our country, we are proud to work alongside our clients to make a positive impact for all Canadians. By... ...like? Your typical day will consist of managing private tax compliance and advisory engagements from planning through delivery. You will work with privately held...Permanent employmentFlexible hours$115k - $165k per year
...have an excellent career opportunity for a Tax Litigation Associate. EY’s global alliance of independent law firms... ...with our offices worldwide to provide our clients with integrated, quality service. Our award-winning tax planning, counsel and litigation teams offer a powerful...WorldwideWeekend work- ...Services team, your role as a Financial Planning Specialist is to work with our advisors... ...financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will... ...areas of financial, investment, retirement, tax, risk management and estate planning....Full timeWork at officeFlexible hours
$45 per hour
Our client, a Top 5 Bank in Canada is looking to hire an Associate - Regulatory Client Outreach for their team with an initial of 12 contract which is renewable. This... ...managers, Insurance companies, Pensions, Sovereign Wealth Funds o Good research, analysis and documentation...Contract workWork at office- ...Experience Level: New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a... ...career. From shifting market conditions to navigating client expectations, it takes more than hustle to succeed. That...Full timePart timeLocal areaShift work
$51.9k - $64.88k per year
...and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business... ...limited to servicing existing Members (clients) and business development. The Wealth... ...manage workload with strong time management, planning, prioritization, and organizational...Full timeWork at officeDay shift$100k per year
...Mobile mortgage specialists, Wealth Management advisors and Commercial... ..., retirement, and financial planning advice, with the focus on... ...financial planning advice to clients/Members. Secondly, the Wealth... ...portfolios and assist with retirement, estate, and financial plans. The...Full timeWork at office
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