Current Job Opportunities

Job-0073Deck BuilderCambridge, ONPermanent
Job-0075Sr Tax Manager / PartnerCalgary, ABPermanent
Job-0097Sr Financial & Retail AnalystNorth York, ONPermanent
Job-0104Sr Cross Border Tax & Relationship Manager HNWToronto, ONPermanent
Job-0122Administrative Assistant, Financial ServicesEtobicoke, ONPermanent
Job-0123Intermediate Tort Clerk, Personal InjuryMarkham, ONPermanent
Job-0124Cnd/US HNW Tax Planning ProfessionalToronto, ONPermanent
Job-0129Legal AssistantMontreal, QCPermanent
Job ID:Job-0073
Job Title:
Deck Builder
Company Overview:
Small company that is well established and has been operating in the Cambridge area for 20+ years
Position Overview:
Opening for an experienced and skilled Fence & Deck Builder who takes pride in their work to build residential decks & fences
Construction of high quality decks, steps and fences
Reading deck and framing plan
Dealing with customers
1-5 years of carpenter, renovation or deck building experience
Able to work with minimal supervision and follow direction
Valid Drivers license and reliable vehicle
Good customer service skills
Comfortable working outdoors
Proficient at reading deck & framing plans
Willing to travel in Cambridge and surrounding areas
Cambridge, ON
Job Type:
Job ID:Job-0075
Job Title:
Sr Tax Manager / Partner
Company Overview:
Growing firm offering a friendly work environment and work-life balance.
Position Overview:
Looking for an experienced Sr Tax Manager to join this growing tax team. Great opportunity for growth for an outgoing person with business development experience to move into a Partner role.
Canadian Tax planning for private companies and their shareholders, including corporate structuring and reorganizations, family trusts, remuneration planning and sale planning
Assist in the leadership and development of the tax practice
Take on an active role in business development and relationship building with prospective and existing clients
Identification of new tax planning applications and dissemination of information to prospective and existing clients
Tax planning project implementation and coordination
Technical updating of Canadian tax law
Creation and documentation of internal processes for efficiency and risk management purposes
Ongoing technical and research support
Accounting Designation
Completion of CICA in-depth tax courses
10+ years public accounting or legal experience
Proven ability to develop business and manage clients
Excellent knowledge of Canadian Tax Planning required
US Tax knowledge an asset
Ability to convey complex concepts to clients, prospects and internal staff
Ability to successfully coach and develop staff

Relocation within Canada will be considered for the right candidate.
Calgary, AB
Job Type:
Job ID:Job-0097
Job Title:
Sr Financial & Retail Analyst
Company Overview:
A growing Canadian retailer with a small down-to-earth team looking for a key person to join their Finance team.
Position Overview:
Working with the Dir, Finance as an experienced Analyst in this creative multifaceted role you thrive on analytics, taking over day-to-day reporting and creating and analyzing metrics in all business areas.
A dynamic and exciting role working both on the corporate side with the Director and on the retail/operations side with the VP and individual stores with the opportunity to work with all different departments on ad hoc projects. No 2 days are the same.

Contribute to company growth and help make decisions through informative analysis of metrics in all departments including creating reports, comparisons to budget and variance analysis.

Create metrics and templates, performing queries and data mining for information.

Create Excel templates/models and metrics from scratch to analyze data.

Monitor the attainment of various performance goals ensuring appropriate controls.

Participate in strategy revision, planning, program enhancement and overall process improvement.

Planning and category management analysis

Provide multi-location profitability analysis

P&L and budget preparation for retail locations

Forecasting updates

Prepare and analyze competitive intelligence and marketplace bench-marking

Handle day-to-day financial responsibilities including budgeting, forecasting, bank reconciliations, HST returns, monthly reporting, capital assets, depreciation calculations, etc.

Work with the marketing team to create metrics, analyze tools, develop reports and provide insights and improvements including analysis of marketing initiatives, offers, coupons and customer responsiveness to promotions

Work with the purchasing team to provide analytics insight including analysis of inventory, markdowns, gross margin and stock turns

Working with retail locations and daily budgets to provide insight to proper budget control including sales, wages, occupancy costs, marketing initiatives, etc.

Analysis of sales trends and store ranking

Capital expenditure forecast

Support Director of Finance with preparing monthly/quarterly/annual reporting requirements and budgets
CPA designation REQUIRED;
5-7 years of experience in analytics in a retail environment REQUIRED;
Self starter with experience creating excel templates/models and metrics from scratch REQUIRED;
1-2 years in an accounting/finance role required;
Very strong analytical aptitude and personality;
Experience with multi-location profitability analysis required;
Excellent knowledge of advance Excel techniques;
Strong attention to detail;
Strong interpersonal communication skills;
Strong verbal and written communication and presentation skills;
Experience with Navision an asset
North York, ON
Job Type:
Job ID:Job-0104
Job Title:
Sr Cross Border Tax & Relationship Manager HNW
Company Overview:
Boutique cross-border wealth management firm with HNW clients and locations across the US and Canada.
Position Overview:
No billable hours or sales targets, just client focused service as a part of a hybrid team for HNW cross-border clients advising on tax and estate planning and tax compliance for select clients. Based out of Toronto.
Working as part of a hybrid team of finance, investment and tax professionals to advise cross border high net worth clients.
Advising on tax and estate planning for $5M+ HNW clients creating personalized strategies to build and protect their investments and meet their wealth management goals.

This is a client facing role with a service oriented firm. Looking for someone with the experience and desire to meet with and advise clients.

Completing tax planning and some compliance for Canadian and US HNW clients with cross border needs.

Training on relationship management and financial planning in order to understand the complete financial picture for clients will be provided.

Flexible work environment with a great down to earth specialized team.

Minimal travel

No staff supervision
10+ years of cross border tax;
4+ years of tax planning experience with HNW clients;
Proven ability to develop and manage client relationships;
Personable professional with excellent communication skills;
Team player;
CIM an asset;
Book of business an asset;
Progressive bonus structure with growth opportunities for the right person.
Toronto, ON
Job Type:
Job ID:Job-0122
Job Title:
Administrative Assistant, Financial Services
Company Overview:
Growing cross border wealth management firm.
Position Overview:
Support Office Manager with internal processes
Back office support for financial services team supporting internal processes.
Fee billing.
Liaising with custodians.
Setting up new accounts in Addepar
Reporting to Office Manager
1-2 years of back office administrative experience in the financial services industry.
Etobicoke, ON
Job Type:
Job ID:Job-0123
Job Title:
Intermediate Tort Clerk, Personal Injury
Company Overview:
Growing boutique Personal Injury Law Firm with a down-to-earth team environment.
Position Overview:
Looking for a Law Clerk with Tort experience to support the Lawyer and Sr Tort Clerk on a heavy file load. You must love the admin side acting as the Sr Clerks right hand on the files drafting quickly and accurately. Attention to detail is key.
Supporting the Sr Law Clerk and Lawyer on 400 Tort files Initial intakes and interviewsIdentifying limitation periodAuthorization and discoveries

Drafting correspondence, motions, pre-trial conferences, mediation memos, affidavits, pre-accident health history, treatment chronologies, etc.Preparing summaries Scheduling mediations and discoveriesDealing with undertakings and productionsWorking with service providers Building and maintaining positive rapport with clients Ensure files are in pristine order and all limitations and deadlines are monitored and met.
• 2-5 years of law clerk experience in a personal injury law firm handling tort;

• Good knowledge of Tort / Civil Litigation;

• Excellent attention to detail working acurately and quickly;

• Drafting experience with speed and accuracy;

• Excellent oral and written communication skills;

• Strong organizational skills, with the ability to work well under pressure;

• Ability to manage multiple priorities while paying attention to detail;

• Excellent interpersonal and client service skills;

• Strong technical skills (including Microsoft Office);

• Flexibility to work overtime when necessary.
Markham, ON
Job Type:
Job ID:Job-0124
Job Title:
Cnd/US HNW Tax Planning Professional
Company Overview:
Position Overview:
Toronto, ON
Job Type:
Job ID:Job-0129
Job Title:
Legal Assistant
Company Overview:
Well established boutique law firm dealing with cross border high net worth clients requiring tax and estate planning, real estate and other cross border issues.
Position Overview:
Looking for an experienced Legal Assistant who is proactive, high energy and very organized to support 2 Lawyers and 2 Partners in a busy practice.
Support 4 Lawyers on legal and administrative tasks;
Manage multiple deadlines and ensure timely follow-up to client inquiries;
Enter dockets, provide reports and prepare files and documents for client meetings;
Handle scheduling and keep lawyers organized;
Gather necessary client information and follow-up with clients to answer client inquiries;
Assist Firm professionals with legal research projects and drafting;
Produce pre-bill for review prior to file closing;
Ensure notarization of legal documents;
Prepare client documents for shipment;
Draft letters of engagement and letters of transmittal;
Enter billable and non-billable time in PC Law;
Manage minute book(s);
Compile and submit required monthly reports to the Chambre des Notaires;
Order files from offsite storage facility and retrieve electronic client documentation for client meetings;
Provide occasional reception relief;
Invoice and/or bank deposit preparation as required on an occasional basis.
Assisting Director, Operations with office oversite of supplies and facilities.
3+ years of legal assistant experience;
Bilingual written and verbal in English and French;
Proactive and flexible;
Experience in estate planning an asset;
Strong organizational, time management, communication and analytical skills;
Experience with PC Law REQUIRED;
Montreal, QC
Job Type: