Junior-Level Tax Planning Associate

• Collaborate with senior team members to develop and implement effective tax planning strategies.
• Assist in analyzing client financial information to identify tax savings opportunities and ensure compliance with federal, provincial, and local tax laws.
• Prepare and review tax returns, projections, and other related documentation for individuals and corporate clients.
• Stay up to date on tax regulations and legal changes, providing research and insight to support team strategies and recommendations.
• Work directly with clients to gather necessary documentation and provide exceptional service.
• Support the preparation of tax opinions, memos, and other related documents as needed.
• Work collaboratively with internal teams to ensure the successful execution of client needs.

• Bachelor's degree in accounting, finance, or a related field; a CPA designation or progress towards it is an asset.
• 1-3 years of relevant experience in tax planning, compliance, or a similar area.
• Solid understanding of tax regulations and concepts; experience with tax software and financial systems is an asset.
• Strong analytical and problem-solving skills, with keen attention to detail.
• Excellent written and verbal communication skills, with a client-focused mindset.
• Ability to manage multiple tasks and deadlines while maintaining accuracy and quality.
• Proficiency in Microsoft Office Suite, especially Excel; familiarity with tax preparation software is a plus.

Robert Half