Wealth Management - for CPAs
Wealth Management - for CPAs
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 [email protected].