Tax & Financial Planner

Branch name: 
Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd.
Branch location: 
Downtown Vancouver, BC
Posting date: 
Oct 13, 2020
Application deadline: 
Dec 31, 2020
Contact: 
Karen Nanara

Job description

A highly professional, tax-oriented, comprehensive financial planning practice is looking to bring on a tax & financial planner to work alongside two financial planners in servicing their business-owner clients.

This is a tremendous opportunity for a career-oriented person currently working in the accounting industry to transition to a new career path in the financial services world, joining a full-service financial planning practice.

The successful candidate will be mentored to help develop more advanced tax and financial advisory skills. The position will quickly become a client-facing role, as the person gets up to speed.

Eventually, the candidate would work toward full partnership within the firm.

Note: hours can be flexible (in both quantity of hours and when time is worked during the day/week).

Responsibilities

  • Play an integral role as part of a team with the professional financial planners and administrators.
  • Research special projects related to tax, accounting, finance, legal, estate planning, debt management, alternative assets, etc.
  • Attend client meetings with financial planner, eventually conducting client meetings alone.
  • Engage clients on a regular basis by handling incoming and outgoing calls to provide client service.
  • Assist in the preparation of financial plans, portfolio and insurance reviews and tax planning.
  • Liaise and assist with our client’s professional advisors including lawyers, accountants, M&A advisors and other advisors.
  • Maintains a strong understanding of personal, private company and trust tax, industry regulations, policies & procedures, and compliance requirements. 
  • Help coordinate and attend client and business contact networking or industry events
  • Attend industry meetings or conferences

Qualifications

  • Minimum of four years of related work experience in accounting and private enterprise tax
  • CPA designation
  • Having started (or completed) the CPA Tax In-Depth course would be a significant advantage

Skills and abilities

  • Strong knowledge of personal, corporate and trust tax
  • A highly-motivated individual and the willingness to learn through practical, technical and educational formats
  • High interest in career development and taking on more advisory responsibilities as the opportunity arises
  • Excellent client-facing skills with the ability to provide a high-quality client experience
  • Excellent analytic and problem-solving skills
  • Ability to obtain a high level of accuracy and a strong attention to detail

Additional notes

Please apply with your current resume to: knanara@assante.com

We thank all applicants for their interest; however only those selected for an interview will be contacted.