Estate AdvisorK-NEK-TER • Laval, QC, CA
Estate Advisor
K-NEK-TER • Laval, QC, CA
30+ days ago
Job type
- Permanent
Job descriptionE.S.S. in taxation; CPA designation an asset; Minimum of 5 years of relevant experience in a similar role; Excellent mastery and up-to-date knowledge of death and personal taxation; Pleasant, frank, and open-minded personality; Demonstrate great maturity, excellent judgment, strong team spirit, and the ability to integrate easily into a group; Excellent time and priority management skills; Enjoy an excellent reputation and credibility; Excellent mastery of Taxprep and Office Suite software; Knowledge of Caseware, an asset; Bilingualism (French and English, both spoken and written) written). Flexible work schedule; Reduced summer schedule; Office closed during the holiday season; Floating days, group insurance, and a health and wellness program; Continuing training and payment of professional dues; Referral program; Possibility of teleworking; Newly renovated and well-lit offices; 4 weeks of vacation;
Job Offer : Estate Advisor
Main Responsibilities :
- Management, execution, and review of death and estate tax returns;
- Management, execution, and review of personal tax returns;
- Prepare invoices for clients;
- Management of the T4 and T5 tax season and review;
- Management of the T3 trust season and review;
- Management and review of corporate tax returns and election forms;
- Collaborate in the quality control of deliverables to be given to clients;
- Actively collaborate in the development and retention of the customers.
Requirements and skills required :
Conditions offered :
Beautiful professional work environment and ideally located near the highways in Laval.
Take Please note that only selected candidates will be contacted.
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Advisor • Laval, QC, CA
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