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Wealth Management Associate Specializing in Tax Consulting and Planning

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ROSS
📍 edmonton, Canada
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Location edmonton
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Posted June 08, 2026
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Commute Local Area
🎯
Local Opportunity Near You!

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Job Description

Elevate your tax career as a Wealth Management Associate! Specialize in areas such as estate planning and personal income tax, delivering tailored solutions to diverse clients.
This intermediate position in private client advisory focuses on building expertise in taxation for a variety of sectors. You will collaborate with Managers and Senior Managers, gaining hands-on experience in Canadian and international tax matters. Key areas include estate and trust planning, succession planning, and personal income tax compliance.
Key Responsibilities:
• Assist in Canadian and international estate planning
• Support succession and divestiture planning processes
• Engage in compensation and benefits planning
• Facilitate personal income tax compliance
• Conduct research to interpret tax legislation
Requirements:
• Completion or near completion of CA, CMA, CGA, or law degree
• Strong analytical and communication skills
• Desire to specialize in executive compensat...

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📍 Location Details

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City
edmonton
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Country
Canada
🚗
Commute
Local Area

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