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Title posted on indeed.com - Wealth Manager
Posted on November 08, 2024 by Employer details Blue Ocean Partners Consulting Ltd.
Job details
Join Our Team as a Wealth Manager! Are you a driven CPA with 3-5 years of experience in personal and corporate tax? Do you have a passion for helping small business owners thrive? If so, we want you to be part of our dynamic wealth management team! Position: Wealth Manager Location: Halifax - Hybrid Office/Remote Company: Blue Ocean Partners Consulting Ltd. About Us: At Blue Ocean Partners Consulting Ltd., we specialize in providing tailored wealth management solutions to our clients, focusing on both personal and corporate tax strategies. We pride ourselves on our collaborative approach and commitment to excellence, empowering small business owners to achieve their financial goals. Key Responsibilities: Prepare and review personal and corporate tax returns with precision and attention to detail Consult with small business owners to provide strategic tax planning and compliance solutions Stay updated on tax law changes and convey relevant information to clients Collaborate with our wealth management team to support our clients' holistic financial strategies Build and maintain strong relationships with clients through exceptional service and communication Qualifications: 3-5 years of experience in personal and corporate tax Strong understanding of tax compliance and planning strategies Excellent analytical and problem-solving skills Ability to work independently and collaboratively within a team Passion for supporting small business owners and their financial journey Why Join Us? Competitive salary and benefits package Opportunities for professional growth and development Supportive and friendly team environment Make a meaningful impact on clients' lives and businesses If you're ready to take the next step in your tax career and make a difference for small businesses, we want to hear from you! Apply today by sending your resume and cover letter to benrivard@blueoceanpartners.ca. Job Type: Full-time Pay: From $80,000.00 per year Benefits: * Paid time off Work Location: In person Expected start date: 2024-11-30- LocationHalifax, NS
- Workplace information On site
- Salary$80,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9520656210
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