CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.

As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.

Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.

At CI Private Wealth, we create a legacy of trust. The result is long-term confidence and peace of mind.

PRIMARY OBJECTIVE:

The Senior Tax Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.

RESPONSIBILITIES:

• Strong technical skills relating to high net worth individuals, including knowledge relating to active businesses and holding companies.
• Familiarity with estate and trust tax issues.
• Experience in reviewing individual, trust, and business tax returns.
• Proficient in MS Word, Excel, Outlook and tax applications.
• Ability to work in a fast-paced and dynamic environment.
• Effective written and verbal communication and interpersonal skills.
• Superior problem-solving abilities as well as good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented.
• Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
• Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate manner

DUTY STATEMENT:

The Associate will demonstrate a high level of confidentiality and professionalism. Shall act with integrity, competence, dignity, and in an ethical and professional manner in all dealings and will treat all others with the utmost respect. The Associate will prioritize his/her time in accordance with the needs of their client base. This position onsite 5 days a week.

QUALIFICATION REQUIREMENTS:

Experience

• BA/BS degree in Accounting from an accredited college/university required;
• Active CPA licensed or seeking CPA license preferred
• 3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting).

Knowledge, Skills, Abilities and Attributes

• Strong administrative skills and attention to detail.
• Able to work effectively in a fast-paced team environment.
• Superior verbal and written communication skills.
• Demonstrated excellence in client service.
• PC Skills: Proficiency in Excel.
• Strong analytical and problem-solving abilities.
• Able to effectively prioritize multiple tasks.
• Able to work with minimal supervision

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.