Careers

Posting Date: 2025/04/01

Posting Closing Date: 2025/05/01

Job Location: Saskatoon, SK

COMPANY DESCRIPTION:

The Retiring Farmer is an independent, privately-owned firm with over 35 years of experience supporting farm families across Canada. We specialize in wealth management tailored specifically for Canadian farmers, helping them to create personalized and comprehensive financial plans. Our expertise lies in minimizing taxes related to the sale of family farms and ensuring a tax-efficient transfer to the next generation.

Purpose:

The Tax Specialist works with our CI Assante Private Client Investment Counsellor, focusing on clients with investable assets exceeding $1 million. You will meet with existing and prospective clients fostering growth within and outside of the client base in partnership with a dedicated wealth management department. The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to high net worth farm families across Alberta, Saskatchewan, and Manitoba. The role requires an ability to provide a superior service level to High-Net-Worth clients in coordination with the Wealth Planning Group.

We are engaged by farm families as trusted, fiduciary consultants providing a valuable integrated and comprehensive solution to the complex issues involved in today’s family farm business. Specialized tax advice is a must with every engagement be it transition to the younger generation, from active farming to liquidation of assets or retirement and estate planning.

Research and preparation of tax-planning strategies for clients will take precedence over the preparation of personal tax returns. The ideal candidate enjoys the spotlight with clients seeing you as the go-to resource for wealth planning.

Accountabilities:

The Tax Specialist’s accountabilities include, but are not limited to:

• Assist with the management of onboarding of new tax clients,
• Review personal income tax returns and CRA reviews.
• Review government remittance filings (T4, T5, CDA elections, GST).
• Manage and secure client files with confidentiality.
• Discovery calls with prospective clients to discuss affairs and possible tax and succession strategies.
• Preparation of tax and succession plans for corporations partnerships and individuals.
• Preparation and review of annual corporate and personal tax plans
• Collaborate with senior staff to meet client deadlines.
• Develop and maintain client relationships.
• Request supporting documentation and respond to client queries.
• Track filing timelines for timely return completion.
• Stay updated on tax law changes, especially in agriculture.
• Research and apply the Income Tax Act for compliance and reorganization.
• Support and review of internal bookkeeping.

Job Requirements Summary:

• Degree in Accounting, Finance, or related field.
• In depth Tax course beneficial, but not mandatory
• Experience in a similar role, preferably in agriculture.
• Strong attention to detail, organizational, and communication skills.
• Proactive problem-solving and process improvement mindset.
• Ability to manage multiple priorities and meet deadlines.
• Legally entitled to work in Canada.

Knowledge and Technical Competencies:

• Excellent people management skills
• Excellent verbal and written communication skills
• Dedication and strong work ethic
• Ability to research and utilize electronic tax tools
• Encourages others to maintain a consistent and steady motivation or pace
• Provide others with opportunities to take on new challenges and responsibilities
• Implements processes and procedures to avoid problems from repeating themselves
• Negotiates effectively by identifying common ground and potential solutions that are beneficial to all parties
• Ability to manage conflicting demands and priorities
• Highly motivated with a desire for growth
• Excellent client service skills with the ability to understand clients’ needs
• Ability to establish and maintain strong client relationships
• Deliver quality service and value to clients
• Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties
• Strong project management and organizational skills
• Ability to accurately record time and prepare billings for client engagements
• Proven leadership skills

Benefits:

At The Retiring Farmer, you’ll join a dedicated team making a meaningful impact on farm families across Canada. We offer competitive compensation, wellness credits, professional growth opportunities, and a supportive, innovative work environment. Enjoy work-life balance with perks like Fridays off in July and August, extra time off during Christmas, and flexible days off.

How to Apply:

If you are interested in learning more about this exciting opportunity, we would love to hear from you. Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience to info@theretiringfarmer.com.

The Retiring Farmer is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on religion, creed, sex, disability, age, marital status, family status, colour, ancestry, place of origin or other legally protected status. We encourage you to contact us if you require accommodation in the recruitment process or need this job posting in an alternative format.

We thank all applicants for their interest, but only those selected for an interview will be contacted.