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 valuable 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