Explore the Tax and Financial Planning Advisor prospect 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
- Strong 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.

📌 Tax Planning Advisor at Raymond James (Saskatoon)
🏢 Raymond James Financial
📍 Saskatoon