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 strong client relationships while identifying new tax service opportunities.Key Responsibilities:Provide consultative solutions to owner-managed businessesAddress succession and estate planning needsOversee income tax planning for individuals and corporationsGuide clients through mergers and acquisitionsEnhance compensation planning strategiesRequirements:Qualified accounting designation or equivalent educationEnrolled in the In-Depth Tax courseMinimum three years of technical tax experienceExcellent team management and client service skillsAbility to work with minimal supervisionBecome a vital resource for owner-managed companies as a Senior Private Client Advisor in Calgary.

📌 Senior Private Client Advisor Calgary
🏢 Ross
📍 Calgary