Join Our Team as a Tax Associate at Quadrant Private Wealth

Welcome to Quadrant Private Wealth, a premier wealth management firm dedicated to delivering integrated portfolio and wealth management solutions to families and institutions from British Columbia to Ontario. As we continue our commitment to excellence and expansion, we are thrilled to offer a unique and tailor-made opportunity within our Wealth Planning Group for a dedicated and ambitious Tax Associate.

The Opportunity:

As a Tax Associate in our Wealth Planning Group, you will be instrumental in elevating our client services with your tax expertise. This role is designed to fit your strengths and interests, involving tax calculations, reviewing tax information, and contributing to the preparation of detailed tax plans for our clients. This is a remarkable opportunity for professionals at any level of experience in tax or bookkeeping who are eager to advance their careers within a dynamic wealth management context.

Our Expectations:

Tax Analysis and Planning:

• Prepare tax installment and RSP contribution analysis.

• Assist with the preparation of client memos on various wealth planning matters.

• Compile data for detailed tax plans.

Client Support:

• Research and answer basic tax planning questions.

• Review client tax packages to ensure accuracy and completeness.

Collaboration and Growth:

• Work closely with our team of advisors and wealth planning professionals to deliver exceptional service to our clients.

Your Qualifications:

• A minimum of 3 years of experience in tax or bookkeeping, with specific experience preparing T1 and T2 filing data.

• In-depth proficiency with technology, particularly Microsoft Excel and Word.

• Exceptional organizational, interpersonal, and communication skills.

• Demonstrated ability to analyze, investigate, prioritize, and problem-solve effectively.

We encourage tax professionals at all levels to apply, as we have a myriad of opportunities available across various levels. Whether you have extensive experience or are early in your career, we are interested in learning about your background and how you can contribute to our team.

Why Choose Quadrant Private Wealth:

At Quadrant Private Wealth, we are committed to fostering a respectful work environment filled with challenging and intriguing projects. We offer engaging opportunities to collaborate with a diverse spectrum of professionals. Our firm is proud to provide an excellent compensation program, a comprehensive vacation and benefits package, and an outstanding workplace culture. We value the unique knowledge, skills, and contributions of each team member and actively support career growth and development through a culture of coaching, learning, and encouragement. We are looking for a long-term fit and are ready to welcome the right person to our team.

For more information about our firm and the impact we make, please visit us at www.quadrantprivate.com.

Ready to Join Us?

If this opportunity excites you and you are ready to take the next step in your career with Quadrant Private Wealth, we want to hear from you. Please submit your resume through our trusted staffing partner, Laura Wortley, Senior Consultant at OneRecruits, by clicking "apply". Candidates who meet our expectations will be contacted via email regarding the next steps in our recruitment process.