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Senior Associate, Family Office Services

MNP · Dartmouth, Nova Scotia, CA

Make an impact with our Family Office Services team as a Senior Associate. The MNP Family Office Services team is a multi-disciplinary team of professionals...

Job description

Make an impact with our Family Office Services team as a Senior Associate. The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As a Senior Associate, you’ll be devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals. MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices. Responsibilities: - Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates - Working with professionals across service lines to communicate relevant information and deliver reports as required - Supporting process improvement initiatives and ensuring deliverables, templates, and processes are kept up to...