calgary ab private equity Jobs – 56 Openings This Week

Vice President, Tax Specialist, Tax & Estate Planning
Richardson Wealth Ltd —Calgary, AB
- $146,700–$179,300 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Manager, Financial Diligence (Calgary)
EY —Calgary, AB
- Microsoft Excel
- Master's degree
- Analysis skills
- Dental care
Tax Manager - Private Tax - Calgary
EY —Calgary, AB
- Master's degree
- Bachelor's
- No university degree
US Corporate Tax - Calgary - Senior Manager
EY —Calgary, AB
- Microsoft Excel
- Research
- Master's degree
- Dental care
Senior Manager, Business Tax - Calgary
Deloitte —Calgary, AB
- $116,000–$215,000 a year
- Hybrid work
- Microsoft Excel
- Master's degree
- Bachelor's
Senior Manager - Tax - Global Compliance and Reporting - Calgary
EY —Calgary, AB
- Management
- Research
- Master's degree

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Vice President, Tax Specialist, Tax & Estate Planning

Richardson Wealth Ltd -
Calgary, AB

Quick apply

Job details

Full-time
$146,700–$179,300 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Certified Management Accountant
Microsoft Excel
Chartered Professional Accountant
Analysis skills
Bachelor's
Financial services
Accounting
Communication skills

Full job description

About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IA's) and their high-net-worth and ultra-high net worth clients. This includes face-to-face meetings with IA's and their clients, presentations to groups of clients and Centers of Influence.
This is an existing vacany.
Duties and Responsibilities

Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net worth and ultra high net worth clients of our IAs
Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required
Meet with clients and IA's on wealth planning matters, especially tax matters
Lead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of Influence
Provide direction and coordinate the implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g. lawyers, accountants, and actuaries), as appropriate
Collaborate on the development and implementation of wealth planning service standards and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients
Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients
Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files
Write white papers and other client facing value added pieces to help our prospecting and client retention activities
Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces

Qualifications

Over 10 years of planning experience specializing in tax, financial and estate planning
Experience in the financial services industry would be an asset
Demonstrated excellence in designing and implementing complex tax, financial, insurance and estate planning strategies
Strong relationship management skills
Strong analytical and problem-solving abilities
Superior verbal and written communication skills
Able to interact effectively with other executives and professionals
Ability to work independently and as part of a team
Facility with Microsoft Word, Excel and PowerPoint

Education

Professional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.g. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA)

The expected annualized base salary range for this role is $146,700-$179,300.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
#LI-DNI

Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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private equity jobs in calgary ab

Vice President, Tax Specialist, Tax & Estate Planning

Manager, Financial Diligence (Calgary)

Tax Manager - Private Tax - Calgary

US Corporate Tax - Calgary - Senior Manager

Senior Manager, Business Tax - Calgary

Senior Manager - Tax - Global Compliance and Reporting - Calgary

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