Elevate your consulting expertise as a Senior Private Client Advisor in Calgary, Alberta. Collaborate with owner-managed companies to deliver exceptional tax strategies and client solutions. As a Senior Manager in the Private Client Advisors (PCA) team, you will lead resource coordination and tax consultation for diverse needs.

Your role will encompass crucial areas like succession, estate, and trust planning, and corporate reorganizations. You will also focus on developing solid client relationships while identifying new tax service opportunities. Key Responsibilities:

- Provide consultative solutions to owner-managed businesses
- Address succession and estate planning needs
- Oversee income tax planning for individuals and corporations
- Guide clients through mergers and acquisitions
- Enhance compensation planning strategies Requirements:
- Professional accounting designation or equivalent education
- Enrolled in the In-Depth Tax course
- Minimum three years of technical tax experience
- Excellent team management and client service skills
- Ability to work with minimal supervision Become a vital resource for owner-managed companies as a Senior Private Client Advisor in Calgary.

📌 Senior Private Client Advisor Calgary
🏢 Ross
📍 Calgary