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    • As an Income Partner at SummitPath, you'll work directly with clients, building lasting relationships, and guiding them through the decisions that shape their…
    • The TTC’s new vision and mission statements also help promote the many environmental, social equity and economic benefits that the TTC provides:
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    • Fiera Capital subscribes to the principle of employment equity.
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    • If you are a member of one of these equity groups, you are encouraged to self-identify on your electronic application.
    • Fiera Capital subscribes to the principle of employment equity.
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    • We are the leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and…
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    • Hours Per Week: 35 (Full-Time).
    • Location: Kitchener, Ontario - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office).
    • K, and U.S. office locations.
    • Ability to demonstrate a social equity analysis.
    • Ability to apply an intersectional approach to work analyses using a Gender-Based Analysis Plus (GBA+) tool and…
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    • Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
    • Join us as we build a high-performing, purposed driven,…
    • We encourage qualified applicants to apply, including members of these four employment equity groups:
    • Closing Date (MM/DD/YYYY):
    • How you’ll make an impact.
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Job Post Details

Non-Equity Income Partner - job post

SummitPath LLP Chartered Professional Accountants
1414 8th Street SW, Calgary, AB T2R 1J6
From $150,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • From $150,000 a year

Job type

  • Permanent
  • Full-time

Location

1414 8th Street SW, Calgary, AB T2R 1J6

Benefits

Pulled from the full job description

  • Casual dress

Full job description

Position Overview:

As an Income Partner at SummitPath, you'll work directly with clients, building lasting relationships, and guiding them through the decisions that shape their business's future. The role is designed for you to take ownership of your career progression, working alongside the partners to grow SummitPath into a firm we can all be proud of.

Key Responsibilities:

Client Relationship Management:

  • Build and maintain strong client relationships with a high level of responsiveness, accuracy, and professionalism.
  • Understanding clients' financial goals, providing strategic advice, addressing inquiries promptly, and proactively looking for opportunities to educate clients and deepen those relationships.

Accounting/Tax Compliance and Planning:

  • Provide comprehensive financial and tax planning services to clients.
  • Lead income tax compliance efforts, ensure clients comply with applicable tax laws, and communicate the impact of regulatory changes.
  • Review files prepared by the team and sign off on Compilation and Review Engagements; ensure accounting standards are applied appropriately; present financial information in a way that helps clients understand and run their business.

Business Development:

  • Build and grow a client base over time, with a portion transitioned from existing partners to help you get started. SummitPath has a strong track record of consistent revenue growth. Specific targets and growth expectations will be discussed during the interview process.

Continued Professional Development:

  • Maintain all required CPD in accordance with CPA professional standards.

Pay: From $150,000.00 per year

Benefits:

  • Casual dress

Work Location: In person

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