CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Performance Summary, Portfolio Valuations, annual Wealth Management Review)
This includes the monitoring of asset transfers.
Manage and maintain client Wealth Management Reviews, which include family net worth, estate planning, and corporate information.
Create and disseminate year-end tax information to clients and professionals.
Education/Training
Previous customer service training preferred.
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Senior Tax Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Strong technical skills relating to high net worth individuals, including knowledge relating to active businesses and holding companies.
Familiarity with estate and trust tax issues.
Experience in reviewing individual, trust, and business tax returns.
Proficient in MS Word, Excel, Outlook and tax applications.
Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
BA/BS degree in Accounting from an accredited college/university required;
~ Active CPA licensed or seeking CPA license preferred
~3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting).
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Performance Summary, Portfolio Valuations, annual Wealth Management Review)
This includes the monitoring of asset transfers.
Manage and maintain client Wealth Management Reviews, which include family net worth, estate planning, and corporate information.
Create and disseminate year-end tax information to clients and professionals.
Education/Training
Previous customer service training preferred.
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Performance Summary, Portfolio Valuations, annual Wealth Management Review)
This includes the monitoring of asset transfers.
Manage and maintain client Wealth Management Reviews, which include family net worth, estate planning, and corporate information.
Create and disseminate year-end tax information to clients and professionals.
Education/Training
Previous customer service training preferred.
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Performance Summary, Portfolio Valuations, annual Wealth Management Review)
This includes the monitoring of asset transfers.
Manage and maintain client Wealth Management Reviews, which include family net worth, estate planning, and corporate information.
Create and disseminate year-end tax information to clients and professionals.
Education/Training
Previous customer service training preferred.
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Senior Tax Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Strong technical skills relating to high net worth individuals, including knowledge relating to active businesses and holding companies.
Familiarity with estate and trust tax issues.
Experience in reviewing individual, trust, and business tax returns.
Proficient in MS Word, Excel, Outlook and tax applications.
Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
BA/BS degree in Accounting from an accredited college/university required;
~ Active CPA licensed or seeking CPA license preferred
~3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting).
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Senior Tax Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Strong technical skills relating to high net worth individuals, including knowledge relating to active businesses and holding companies.
Familiarity with estate and trust tax issues.
Experience in reviewing individual, trust, and business tax returns.
Proficient in MS Word, Excel, Outlook and tax applications.
Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
BA/BS degree in Accounting from an accredited college/university required;
~ Active CPA licensed or seeking CPA license preferred
~3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting).
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Performance Summary, Portfolio Valuations, annual Wealth Management Review)
This includes the monitoring of asset transfers.
Manage and maintain client Wealth Management Reviews, which include family net worth, estate planning, and corporate information.
Create and disseminate year-end tax information to clients and professionals.
Education/Training
Previous customer service training preferred.
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Senior Tax Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Strong technical skills relating to high net worth individuals, including knowledge relating to active businesses and holding companies.
Familiarity with estate and trust tax issues.
Experience in reviewing individual, trust, and business tax returns.
Proficient in MS Word, Excel, Outlook and tax applications.
Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
BA/BS degree in Accounting from an accredited college/university required;
~ Active CPA licensed or seeking CPA license preferred
~3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting).
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The Senior Tax Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Strong technical skills relating to high net worth individuals, including knowledge relating to active businesses and holding companies.
Familiarity with estate and trust tax issues.
Experience in reviewing individual, trust, and business tax returns.
Proficient in MS Word, Excel, Outlook and tax applications.
Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
BA/BS degree in Accounting from an accredited college/university required;
~ Active CPA licensed or seeking CPA license preferred
~3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting).
Strong administrative skills and attention to detail.
PC Skills: Proficiency in Excel.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
