Explore the Tax and Financial Planning Advisor opportunity at Raymond James, designed for CPAs with minimum five years’ experience. Enjoy a balanced work life while serving families with expertise.
This role focuses on delivering tax compliance support and comprehensive financial planning within a reputable wealth management advisory team. Engage directly with clients without needing to create a client base, though practitioner consolidation may be discussed. Ideal for those keen on process improvement and workflow enhancement.
Key Responsibilities:
• Prepare and review T1 and T3 tax returns for clients
• Provide guidance as primary contact during tax preparation
• Ensure timely compliance with CRA standards




• Leverage technology to enhance efficiency in processes
• Assist with ongoing financial planning for diverse needs
Requirements:
• CPA designation or equivalent in good standing strongly preferred
• At least five years of experience in tax preparation
• Solid communication, leadership, and organizational skills
• Proficient in Microsoft Office and tax software
• Experience with Conquest planning software beneficial
Make meaningful contributions to client success at Raymond James, where your skills can shine.
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📌 Tax Planning Advisor at Raymond James (Saskatoon)
🏢 Raymond James Financial
📍 Saskatoon