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Real estate Jobs in Bathurst, NB

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Last updated: 2 days ago
Manager-Tax & Estate Planning

Manager-Tax & Estate Planning

Meridia Recruitment SolutionsNew Brunswick
Full-time
Manager – Tax & Estate Planning.Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based a...Show moreLast updated: 30+ days ago
Sales Merchandiser - Acadian Peninsula, Bathurst or Campbellton

Sales Merchandiser - Acadian Peninsula, Bathurst or Campbellton

Molson Coors Beverage CompanyBathurst, NB, CA
Permanent
A Career in Beer and Beyond : .Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life’s moments. We’ve been brewing iconic b...Show moreLast updated: 30+ days ago
Manager-Tax & Estate Planning

Manager-Tax & Estate Planning

Meridia Recruitment SolutionsNew Brunswick
Full-time
Manager – Tax & Estate Planning.Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based a...Show moreLast updated: 30+ days ago
Client Service Coordinator

Client Service Coordinator

Bayshore HealthCareBathurst, NB
Full-time
Bayshore HealthCare is one of the Canada’s leading providers of home and community health care services and is a privately owned company. Bayshore HealthCare is proud to showcase its achievement as ...Show moreLast updated: 21 days ago
  • Promoted
Cashier

Cashier

Yuzu sushiBathurst, NB, Canada
Part-time
What would you say about joining an energetic team where your colleagues become a real little family, and where your work is more than a job? At Yuzu, we work together to provide our customers with...Show moreLast updated: 2 days ago
Fashion Associate - St. Anne St. Plaza

Fashion Associate - St. Anne St. Plaza

Reitmans (Canada) Ltée / LtdBathurst, New Brunswick, Canada
Full-time +1
Are you a lover of fashion Do you stay current on trends Do you enjoy engaging with customers Then this role is for you!. A day in the life (What you will do) : .Provide an amazing shopping experience...Show moreLast updated: 29 days ago
  • Promoted
Cashier

Cashier

Yuzu sushiBathurst, NB, Canada
Part-time
What would you say about joining an energetic team where your colleagues become a real little family, and where your work is more than a job? At Yuzu, we work together to provide our customers with...Show moreLast updated: 2 days ago
Remote Forex Trader Job in Bathurst, NB | Full Time

Remote Forex Trader Job in Bathurst, NB | Full Time

Maverick FXBathurst, NB
Remote
Full-time +1
We are a top-ranked proprietary trading firm that allows traders to use our capital to increase their profits.We are looking for people with an entrepreneurial spirit and a profit-driven mindset to...Show moreLast updated: 30+ days ago
Remote Forex Trader Job in Bathurst, NB | Full Time

Remote Forex Trader Job in Bathurst, NB | Full Time

Maverick FXBathurst, NB
Remote
Full-time +1
We are a top-ranked proprietary trading firm that allows traders to use our capital to increase their profits.We are looking for people with an entrepreneurial spirit and a profit-driven mindset to...Show moreLast updated: 30+ days ago
  • Promoted
Fashion Associate - St. Anne St. Plaza

Fashion Associate - St. Anne St. Plaza

RCL - Reitmans Canada Ltd / LtéeBathurst, Gloucester County, Canada
Full-time +1
Be among the first 25 applicants.With over 230 stores across the country,.With over 230 stores across the country,.Canadian women’s fashion by championing self-acceptance and inclusivity to a growi...Show moreLast updated: 26 days ago
  • Promoted
Real Estate Agent - Bathurst

Real Estate Agent - Bathurst

Royal LePage Real EstateBathurst, NB, Canada
Full-time +1
Full-time | Part-time | Commission-based.New Agents, Experienced Agents, or Those Planning to Become Licensed.Grow your real estate career with powerful tools, proven support, and a trusted brand r...Show moreLast updated: 30+ days ago
Tax & Estate Planning Accountant

Tax & Estate Planning Accountant

IG Wealth ManagementNew Brunswick, Canada
Full-time
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on d...Show moreLast updated: 30+ days ago
  • Promoted
Manager in Training

Manager in Training

Guillevin InternationalBathurst, Gloucester County, Canada
Full-time
We have open positions in various locations : .Manage a business centre as if you owned it, without the financial risk.Serve a local market and be the reference for projects of all sizes, work with t...Show moreLast updated: 30+ days ago
  • Promoted
Real Estate Agent - Bathurst

Real Estate Agent - Bathurst

Royal LePage Real EstateBathurst, NB, Canada
Full-time +1
Full-time | Part-time | Commission-based.New Agents, Experienced Agents, or Those Planning to Become Licensed.Grow your real estate career with powerful tools, proven support, and a trusted brand r...Show moreLast updated: 30+ days ago
Tax & Estate Planning Accountant

Tax & Estate Planning Accountant

IG Wealth ManagementNew Brunswick, Canada
Full-time
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on d...Show moreLast updated: 30+ days ago
Service & Maintenance Technician- Fire Safety (Evening Shift)

Service & Maintenance Technician- Fire Safety (Evening Shift)

OlymbecVille Saint-Laurent, QC, CA
Full-time +1
Service & Maintenance Technician- Fire Safety (Evening Shift)Olymbec is a company specializing in industrial and commercial real estate that keeps growing continuously. Our Olymbec family has been g...Show moreLast updated: 30+ days ago
Work@Home Customer Service Representative

Work@Home Customer Service Representative

HGSNew Brunswick
Full-time
Your Impact : As a Customer Relations Associate, you’ll have the ability to work in a collaborative and engaging environment with one goal, making a positive impact on people’s day! We’ll train you ...Show moreLast updated: 30+ days ago
Service & Maintenance Technician- Fire Safety (Evening Shift)

Service & Maintenance Technician- Fire Safety (Evening Shift)

OlymbecVille Saint-Laurent, QC, CA
Full-time +1
Service & Maintenance Technician- Fire Safety (Evening Shift)Olymbec is a company specializing in industrial and commercial real estate that keeps growing continuously. Our Olymbec family has been g...Show moreLast updated: 30+ days ago
People also ask
Manager-Tax & Estate Planning

Manager-Tax & Estate Planning

Meridia Recruitment SolutionsNew Brunswick
30+ days ago
Job type
  • Full-time
Job description

Manager – Tax & Estate Planning

Saint John, NB

Reference # HL-16407

Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.

We are currently recruiting a Manager, Tax & Estate Planning in our Saint John, NB office, to join our growing team. This role is an onsite role, not a remote role. Reporting to the Director of Tax & Estate Planning, you will be a subject matter expert and collaborate with Advisors and other planning professionals to provide clients with comprehensive wealth management solutions. If you are a motivated tax professional that wants to add value to a high performing team and build a career in wealth management, this is the right fit for you!

OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people in Toronto, Halifax, Saint John & Moncton. We are growing, and we are so proud of our firm. We hope you will be too!

Responsibilities

  • Prepare complex and customized financial plans for income, estate, and savings plans.
  • Summarize legal documents and provide commentary such as wills, family trusts and shareholder agreements.
  • Provide advanced tax and estate planning including AMT recovery plans, new TOSI rules, triggering gains and using CDA to fund lifestyle, surplus strips / value of, capital gain reserves / exemptions, subject matter expert on organizational structure or restructure needs for complex clients, and sale of business options and tax ramifications including purchase agreement analysis.
  • Train junior analysts and review junior analysts work.
  • Creation, presentation and delivery of monthly tax calls, new Advisor training modules, special requests per Advisor for a client and case studies
  • Communicate directly with clients and collaborate with external consultants such as accountants and lawyers to get tasks done.
  • Must be willing to work onsite at our Saint John office.

Qualifications

  • University degree or diploma in accounting, finance, or similar field; combination of education and relevant work experience may be considered
  • CPA designation required
  • 5+ years of progressive accounting and tax experience
  • In-depth taxation course would be considered an asset
  • Extensive knowledge and technical proficiency related to finance and tax planning strategies, issues and trends
  • Ability to communicate complex planning ideas in a comprehensive and practical manner, including a strong understanding of client needs and expectations
  • Effective communication and presentation skills, with the ability to communicate at all levels in the organization
  • Strong proficiency in Excel and Word
  • Exceptional planning, organizational and time management skills
  • Previous experience in handling confidential or sensitive information with integrity
  • High attention to detail and accuracy
  • Able to manage ambiguity by understanding and recognizing priorities, deadlines and has a sense of urgency
  • Curiosity and action-orientated mindset
  • A broad technical knowledge of financial products would be considered a significant asset
  • A proficiency in various reporting and presentation tools would be considered an asset
  • Additional Designations would be considered an asset (CLU, TEP, CFP, CFA, LLQP, CIM, Mutual Funds Licensed)
  • We are looking for a motivated tax professional that wants to add value to a high performing team and build a career in wealth management. If that sounds like you, connect with us today for a conversation!