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].