Responsibilities
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 detailed analysis) for complex client situations, advising on tax, estate and other financial planning opportunities, strategies, and issues.
Analyze financial plans for complex client situations, particularly those involving business owners and private corporations.
Able to work independently and undertake meetings or conference calls with clients and / or their professional advisors on matters relating to tax and estate planning.
Present concepts and deliver continuing education sessions within the Advanced Financial Planning team.
Develop and provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).
Represent IG Wealth Management’s financial planning approach to the media, public audiences, and professional organizations.
Complete the Certified Financial Planner ( CFP ) designation with FP Canada if not already obtained.
Requirements :
Minimum 5 years experience in advanced taxation and estate planning, with a preference for completion of additional industry related education (examples could include the CPA Canada in-depth tax course or the Trust and Estate Practitioner designation awarded by the Society of Trust and Estate Practitioners) and experience in delivering advice to owner / managed businesses and / or high-net-worth individuals.
Completion of a post-secondary university degree plus attainment of a professional accounting designation.
A continuous learner who stays on top of business trends and changes in the law.
Flexible, able to work with light supervision and adapt to change.
Strong verbal and written communication skills.
Strong public speaking and training skills.
Proficiency with Windows environment PC based tools.
Candidates will be assessed to determine the appropriate career level within the organization that will aligns with qualifications, including experience, education, training, licenses, certifications, and other business and organizational requirements listed above.
Tax & Estate Planning Accountant
Develop and provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial commi...
Senior Accountant / Reporting Accountant
Senior Accountant / Reporting Accountant. Senior Accountant / Reporting Accountant. CPA (Chartered Professional Accountant) designation or equivalent. ...
Estate Tax Preparer
As an Estate Tax Preparer reporting into the Senior Tax Lead, you will:. If you're ready to take on the challenge of both Canadian and US tax preparation, then this might be the perfect opportunity for you. Complete tax preparation and filing for Canadian and US clients. Learn, prepare and file 1040...
Junior Accountant
The primary function of the Junior Accountant is tomanage various accounting tasks, such as accounts payable processes andreconciliating statements, to ensure smooth financial operations within thecompany. ...
Senior Corporate Financial Analyst
The Senior Corporate Financial Analyst is responsible for ensuring that the Company’s financial statements and related information are accurately prepared within the applicable timeframe, in accordance with International Financial Reporting Standards (IFRS). Senior Corporate Financial Analyst. Prepa...
Admin/accounting assistant and logistics clerk
Admin/accounting Assistant and Logistics Clerk. Provide accounting and clerical support to the accounting department. In this position, you will be mandated to perform administrative and accounting tasks and manage logistics. Prepare accounting analyses and reports (inventory, accounts payable/recei...
Senior Financial Analyst, FP&A
The Senior Financial Analyst, FP&A plays a key role in delivering financial reports to the company. Senior Financial Analyst, FP&A,. Develop and maintain various financial models to support decision-making on various strategic initiatives. Assist with M&A integration of acquired companies into budge...
Junior Accountant/Auditor
As a Junior Accountant, you will be traveling onsite to small communities (50 to 1,000 people) in the Northwest Territories while working with an engagement team to complete audits for First Nations and their subsidiaries. Paul Teoh Chartered Professional Accountants. ...
Senior Manager, Domestic Tax
Manager or Senior Manager, Private Equity Tax. Senior Manager, Domestic Tax page is loaded. Evaluate client business processes and policies, advise on tax policy and changes to meet market needs, and develop proactive tax strategies to make business opportunities effective. This includes preparing a...
Senior Tax Manager - Private Client Services - Saskatoon
As a Senior Tax Manager, you will be responsible for recommending and implementing tax strategies that align with the client's objectives, corresponding with legal counsel and tax authorities on client issues, assisting with reorganizations, researching compliance and planning issues and reviewing p...