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 recent 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:
Qualified 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