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Tax CPA

Bring your Tax Expertise to Newport’s Wealth Management Team

Newport Private Wealth is seeking an energetic, team-oriented and client-centric CPA who has completed the CICA In-Depth Tax Course to join its growing wealth management business in Toronto.

We need a bright and enthusiastic CPA tax specialist to help provide tax planning support to existing clients and establish new client relationships over time.

Wealth management is a challenging and rewarding career that requires commitment to learn the many elements of personal finance; discipline to systematically build a client base over years; and the willingness to help clients achieve their personal and financial objectives.

About Us

Newport Private Wealth is a privately-owned, portfolio management company with more than $2.6 billion under management from individuals and families across Canada. Newport is one of the fastest-growing independent wealth managers in Canada, as a result of its unique and diversified investment platform, network of national referral relationships and digital marketing expertise. This is an excellent opportunity for the right professional to join a successful, mature business with plenty of growth ahead of it.

Professional Qualifications:

  • CPA designation;
  • Completion of CICA In-Depth Tax Course;
  • CFA or CIM and CWIM is an asset

Responsibilities:

  • Provide tax planning support to existing clients
  • Become conversant in other areas of wealth management – estate, succession and retirement planning
  • Draw on the skills of the Newport team to ensure each client receives the best possible counsel
  • Obtain necessary qualifications to become an OSC-licensed portfolio manager (CFA or CIM) over time
  • Build a business one client at a time

Personal Characteristics:

  • Strong communication, relationship development and interpersonal skills
  • Enjoys being part of a focused and goal oriented team
  • Ability to work cooperatively with all colleagues
  • Motivated and self starting
  • Demonstrates initiative and completion
  • Professional in conduct and appearance

Apply:

If you have the qualifications and personal characteristics and wish to be part of one of Canada’s premier wealth management companies, please send your resume to Newport: taxpro@newportprivatewealth.ca