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Tax and Financial Planning Advisor @ Raymond James Ltd.

Saskatoon, Saskatchewan, CAOnsiteFull Time
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About this role

Tax and Financial Planning Advisor at Raymond James Ltd.. Location: Saskatoon, Saskatchewan, Canada. Role: preparing returns, advising clients, improving processes Requirements: CPA-preferred tax advisor with minimum 5 years tax preparation/review experience, CFP or planning credentials desired, proficiency with tax software (Profile), electronic filing, and Microsoft Office; strong communication and organizational skills. Category: Finance and Accounting Seniority: Senior Level Tools: Profile tax software, Conquest planning software, Microsoft Office Certifications: cpa, cfp Commitment: Full Time Workplace: Onsite Languages: English

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