Job Overview
We are one of the top practices in the country at IG Private Wealth Management, focused on delivering integrated financial planning to high-net-worth families and business owners for the past 30+ years.
We’re seeking a Chartered Professional Accountant (CPA) who has extensive experience in corporate tax and advanced tax strategies to play a key role in deepening client relationships and expanding our advisory capabilities.
This is not a traditional accounting role. You will operate as a strategic partner to a team of senior financial advisors, helping clients make better long-term decisions across corporate and personal tax planning.
Responsibilities
- Act as the in-house tax strategist supporting a team of senior financial advisors
- Develop and implement advanced tax strategies for high-net-worth individuals and business owners
- Provide planning guidance on: i) corporate structures and reorganizations, ii) owner-manager compensation (salary vs. dividends), iii) tax-efficient income planning and withdrawal strategies
- Collaborate with both internal specialists at IG Wealth Management and external professionals (lawyers, accountants) while positioning the firm as the quarterback of the client’s financial life
- Translate complex tax concepts into clear, actionable advice for clients and team
- Support business development by enhancing the firm’s value proposition to attract and retain affluent clients
Who You Are
- CPA designation (required); preference given to CA’s
- 8+ years of experience
- Strong technical knowledge of specialized tax strategies for incorporated professionals and business owners
- Comfortable in a client-facing advisory role, not just behind-the-scenes compliance
- Strong communicator who can simplify complex planning concepts
- Entrepreneurial mindset with interest in growing alongside a wealth advisory team
- Experience working with or alongside financial advisors or family offices is a strong asset
Why This Role Stands Out
- Shift from compliance to high-value advisory: Focus on planning, not just filings
- Work with an established base of high-net-worth and ultra-high-net-worth clients
- Be part of a fully integrated financial planning model (investment, tax, estate, insurance)
- Leverage the brand, infrastructure, and resources of a national platform at IG Wealth Management
Ideal for Someone Who Wants To
- Move out of a traditional firm into a more entrepreneurial, client-centric environment
- Have a seat at the table in holistic financial decision-making
- Build deeper, long-term relationships with business owners and affluent families
- Play a visible role in growing a high-end wealth management practice
Pay: $95,000.00-$110,000.00 per year
Experience:
- corporate tax and advanced tax strategy: 8 years (required)
Licence/Certification:
- Chartered Professional Accountant (required)
Work Location: In person
