Tax and Financial Planning Advisor

Raymond James•Saskatoon, SK

2h•CA$85,000 - CA$95,000

About The Position

We are seeking a Tax and Financial Planning Advisor to join an established wealth management advisory practice. The ideal candidate will possess a minimum of five years of experience as a CPA and demonstrate a strong interest in working within an environment where their expertise and professional insights are highly valued. This role involves direct engagement with the families we serve, providing support with ongoing tax compliance and comprehensive financial planning. The position is well-suited to an individual who values work–life balance, as overtime is not expected outside of limited peak filing periods. There is no requirement to bring or develop a client base as part of this role. However, candidates with an existing practice may wish to explore the potential for consolidation as part of the opportunity.

Requirements

CPA designation or equivalent in good standing strongly preferred.
Minimum of five years experience in tax preparation and review.
Strong leadership, organizational and communication skills.
Proficiency with tax software and electronic filing systems including Profile tax software an asset.
Proficiency with Microsoft Office software.

Nice To Haves

CFP or other planning related designations; or a desire to attain these credentials.
Experience with Conquest planning software an asset.

Responsibilities

Preparation, review, and filing of personal client T1 and T3 tax returns that ensures compliance with CRA requirements and firm standards. T2 work could be involved depending on the candidate.
Act as the primary point of contact for clients, providing guidance and updates throughout the tax preparation process.
Ensure timely filing of returns and adherence to CRA regulations and internal policies.
Implement best practices and leverage electronic tools to streamline workflows.
Ongoing financial planning – both tax and non-tax clients.