We’re hiring an experienced tax professional for a role that combines tax compliance with year-round tax and financial planning.

During tax season, you’ll prepare and review personal and corporate tax returns for our clients. Outside of the busy filing periods, your focus will shift toward proactive planning — helping clients make better decisions around income, taxes, retirement, corporate structures and their broader financial picture.

Because our accounting and wealth management service go hand in hand, you’ll have the opportunity to see how decisions made on a tax return connect to a client’s investments, income planning and long-term financial projections.

Responsibilities
Prepare and review personal and corporate tax returns

Develop and implement personal and corporate tax-planning strategies

Identify opportunities for income, retirement and other year-round tax planning

Review financial statements, corporate structures and prior-year filings

Work with owner-managed corporations on accounting and tax matters

Manage or oversee bookkeeping for owner-managed corporations

Prepare comprehensive financial plans and projections

Proactively identify planning opportunities rather than simply responding at tax-filing time

Help clients understand how tax and financial planning decisions affect their broader financial goals

This role provides exposure to retirement-income planning, investment strategy, corporate planning and the tax implications of financial decisions over a client’s lifetime — perspective that’s difficult to build inside a traditional accounting firm.

What We Offer




Flexible schedule and competitive compensation. We recognize that accounting and tax work has natural peaks and valleys throughout the year. During busy periods, we work hard and do what it takes to serve our clients well. During quieter periods, we believe our team should be able to take advantage of that flexibility. We offer competitive compensation that reflects the experience and expertise you bring to the role.

A balance of compliance and planning. Tax returns are an important part of the role, but they aren’t the whole job. Outside of filing periods, you’ll spend more of your time looking forward — helping clients plan income, reduce taxes where appropriate and make informed financial planning decisions.

Broader client relationships. Rather than seeing a client’s finances primarily through an annual tax return, you’ll have the opportunity to understand the full picture and contribute to decisions throughout the year.

Exposure to financial and wealth planning. You’ll be part of conversations that go well beyond accounting and tax compliance, with the opportunity to deepen your knowledge of retirement, investment and financial planning.

A close, collaborative team. We communicate openly and support one another.



Nobody here is left to figure out a difficult file alone — questions are welcome, second opinions are easy to come by, and when someone’s workload gets heavy, the rest of the team steps in.

Qualifications
Minimum two years of relevant tax experience

Strong personal and corporate tax knowledge

Experience with owner-managed corporations

Bookkeeping and financial statement experience

Proficiency with current tax and accounting software

Strong analytical and problem-solving skills

Clear written and verbal communication

Solid attention to detail and follow-through

An interest in looking beyond compliance to identify planning opportunities for clients

CPA qualification and exposure to financial planning, retirement-income planning or wealth management is an asset, but not a requirement. We’re more interested in finding someone who is curious about these areas and wants to broaden their expertise.

This Role May Suit You If
You’re a tax professional who enjoys tax work but wants your role to extend beyond preparing returns.

You may be looking for more flexibility, more proactive planning work and more meaningful ongoing relationships with clients. You may also be interested in seeing what happens after the tax return is filed — how tax, income, investment and retirement decisions fit together over the course of a client’s life.

This could be particularly well suited to someone who wants to continue using your accounting and tax expertise while expanding into financial and tax planning, without leaving their current career behind.

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📌 Tax and Financial Planning Accountant (Manitoba)
🏢 Foundry Wealth Group
📍 Manitoba