Estate Advisor

Job Offer: Estate Advisor

Main Responsibilities:

• Management, execution, and review of death and estate tax returns;
• Management, execution, and review of personal tax returns;
• Prepare invoices for clients;
• Management of the T4 and T5 tax season and review;
• Management of the T3 trust season and review;
• Management and review of corporate tax returns and election forms;
• Collaborate in the quality control of deliverables to be given to clients;
• Actively collaborate in the development and retention of the customers.

Requirements and skills required:

• E.S.S. in taxation;
• CPA designation an asset;
• Minimum of 5 years of relevant experience in a similar role;
• Excellent mastery and up-to-date knowledge of death and personal taxation;
• Pleasant, frank, and open-minded personality;
• Demonstrate great maturity, excellent judgment, strong team spirit, and the ability to integrate easily into a group;
• Excellent time and priority management skills;
• Enjoy an excellent reputation and credibility;
• Excellent mastery of Taxprep and Office Suite software;
• Knowledge of Caseware, an asset;
• Bilingualism (French and English, both spoken and written) written).

Conditions offered:

• Flexible work schedule;
• Reduced summer schedule;
• Office closed during the holiday season;
• Floating days, group insurance, and a health and wellness program;
• Continuing training and payment of professional dues;
• Referral program;
• Possibility of teleworking;
• Newly renovated and well-lit offices;
• 4 weeks of vacation;

Beautiful professional work environment and ideally located near the highways in Laval.

Take Please note that only selected candidates will be contacted.