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Private Client Service Associate Jobs in Calgary, AB

Advise business owners, clients on a full spectrum of tax services, including business and ... This includes the planning and execution of client tax engagements, training and mentoring of staff ...

Overview We're looking for a Client Solutions Associate to join our Western Excellence Service Center Team! As the Client Solutions Associate, you will provide administrative and technical service ...

Business development to help further expand private client business is also a key component of this ... Fulfils our goal for client service excellence by ensuring clients are aware of material changes ...

Business development to help further expand private client business is also a key component of this ... Fulfils our goal for client service excellence by ensuring clients are aware of material changes ...

... private client services, and not for profit organizations * Completing tax planning and research ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Showing results 21-40

Private Client Service Associate information

What does a private client service associate do?

A private client service associate provides support to financial advisors by managing client accounts, preparing documentation, and handling inquiries. They often assist with account maintenance, client communication, and use financial software to ensure accurate and timely service for high-net-worth clients.
Infographic showing various Private Client Service Associate job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Senior Accountant, MPC

Calgary, AB โ€ข On-site

Full-time

Medical, PTO

This job post hasย expired today.ย Applications are no longer accepted.


Job description

The ideal candidate

  • Successful completion of Common Final Evaluation (CFE), or near completion
  • Strong technical experience in accounting and tax
  • Understanding of CSRS 4200 (Compilation engagements), Accounting Standards for Private Enterprises (“ASPE”) and CSRE 2400 (Review engagements)
  • Strong organizational skills and attention to detail
  • Experience with Caseware/Caseview, Keystone, TaxPrep, and Quickbooks (QBO) is an asset
  • Able to communicate well with clients both verbally and in writing
  • Strong working knowledge of MS Office suite and ability to grasp new technology tools
  • Ability to execute on deliverables in a deadline-driven environment
  • Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude
  • Passion to learn and grow, and be an integral part of a high-performing team

Primary Responsibilities

  • Assist in planning, execution and completion of a wide range of Review and Compilation engagements, both independently and as part of a team
  • Prepare personal, corporate, and trust tax returns
  • Collaborate with management team on file planning and completion within time constraints
  • Provide personal, attentive service to clients to encourage productive working relationships
  • Preparation and review of financial statements and related note disclosure

Benefits

  • Dynamic Work Environment
  • Competitive Salary
  • Health Insurance / Extended Benefit
  • Vacation Days / Personal Care Time
  • Subsidized Underground Parking
  • Professional Development
  • Free On-site Gym