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What will your typical day look like?

In this role, you will play an important part in supporting high net worth (HNW) individuals, family offices, and business owners, liaising directly with clients and collaborating with various Deloitte teams throughout the engagement lifecycle. You will be responsible for the following:
•    Reviewing full cycle accounting and investment reporting for clients’ corporations, trusts, and personal assets, including complex investment portfolios and alternative asset classes often held by HNW families and family offices;
•    Review reconciliations of bank accounts and investment accounts;
•    Communicate directly with clients and their advisors. Communication will be primarily in English;
•    Work as part of a team to assist with the workflow management of tasks related to providing a superior service to clients;
•    Review draft engagement letters, CRA response packages and other documents as needed;
•    Manage the overall client lifecycle and client mailboxes;
•    Review ad hoc reports and net worth statements;
•    Assist with billing processes; and
•    Other administrative support for client and engagement team, as required.

About the team

Deloitte offers clients a broad range of fully integrated tax services. Our approach combines insight and innovation from multiple disciplines with business and industry knowledge to help your company excel globally.
A job in Tax will offer you the opportunity to:
•    Work in a stimulating and very high-energy environment with like-minded people who are eminent in their respective technical fields;
•    Develop solutions through discussion with your team and clients;
•    Continue your professional development in order to progress in your chosen career path.

Enough about us, let’s talk about you

You are someone who has:
•    Minimum of 5-7 years of relevant experience in a professional, customer-service-driven and fast-paced environment
•    Excellent verbal and written communication skills
•    Proven experience with project management, problem diagnosis, solution development, and client communications
•    Demonstrated aptitude to prioritize tasks based on comparative importance and urgency
•    Excellent interpersonal skills and the ability to build effective relationships and work collaboratively in a team environment
•    Exceptional commitment to client service and continuous improvement
•    Ability to work with independently with minimal supervision 
•    Bookkeeping experience required; investment bookkeeping experience is an asset
•    Working knowledge of QuickBooks Online (QBO) is an asset
•    Accountability for both individual and team results
•    Ability to mentor and develop junior team members
•    Experience working in a tax practice is an asset
•    Flexibility to work overtime, if required

Total Rewards

The salary range for this position is $84,000 - $140,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.

Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth.  Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.