WELCOME TO QUADRANT PRIVATE WEALTH

We are a comprehensive wealth management firm providing integrated portfolio and wealth management solutions to families and institutions from British Columbia through to Ontario. We are currently seeking a detail-oriented, analytical, and collaborative Tax Associate to join our team.

THE OPPORTUNITY:

This is a key role within our Wealth Planning Group, supporting tax planning initiatives, preparing client tax analyses, and contributing to planning deliverables. Working closely with our Private Wealth Managers and internal tax experts, the Tax Associate will help ensure client tax needs are handled with accuracy, insight, and professionalism.

This position is ideal for someone who has completed or is nearing completion of their CPA designation and is interested in developing deeper expertise in tax — particularly those who may be transitioning from audit or general accounting into more advanced tax-focused work. The successful candidate will have strong foundational skills in personal and corporate tax preparation, with the capacity to take on increasingly complex assignments under mentorship.

YOUR IMPACT:

Tax Planning & Analysis

• Prepare tax installment summaries, RSP contribution analyses, and client tax memos.
• Review client tax packages for completeness and accuracy.
• Assist in preparing tax analyses for a variety of strategies, including flow-through share offerings and corporate reorganizations.

Client Service & Collaboration

• Respond to advisor and client inquiries related to tax planning and documentation.
• Work collaboratively with Wealth Planning team members and Private Wealth Managers as part of a cross-functional team.
• Help identify opportunities to improve internal processes and contribute to a high-quality client experience.

Wealth Planning Support

• As needed, provide support in assembling Financial Independence Reports (FIRs) using Conquest Planning software.
• Assist in gathering and organizing client data for use in planning deliverables.

YOUR QUALIFICATIONS:

• CPA designation (completed or near completion)
• Strong interest in developing deeper tax expertise, including potential pursuit of in-depth tax training.
• 3+ years of experience in tax preparation, accounting or financial planning support roles.
• Familiarity with preparing or compiling T1 and T2 tax filing data.
• Advanced Excel skills (e.g., pivot tables, formulas, data organization).
• Strong organizational skills, accuracy, and attention to detail.
• Excellent written and verbal communication skills.
• Comfortable working collaboratively as part of a dynamic and client-focused team.

WHY QUADRANT PRIVATE WEALTH?

Quadrant Private Wealth offers a collaborative, respectful, and engaging environment where your contributions directly impact client outcomes. We value work-life balance and provide competitive compensation, comprehensive vacation and health benefits, and hybrid work flexibility. Our commitment to professional growth, and you’ll be surrounded by experienced tax and planning professionals who are ready to support your development in this space.

HOW TO APPLY

To apply, please submit your resume and a brief cover letter outlining your experience and interest in the role through our trusted staffing partner, Laura Wortley, Senior Consultant at OneRecruits. Candidates who align with our requirements will be contacted regarding next steps. For more information about Quadrant Private Wealth, visit www.quadrantprivate.com.