Financial Operations & Tax Associate
Total Compensation Package: $60,000–$80,000 per year, based on experience and qualifications
Job Type: Full-time, Permanent
Location: In person, Sudbury, Ontario
What We Offer
- Employer-paid professional education, designations, and licensing
- Employer pension matching
- Paid Personal Care Time
- Opportunities to grow into broader responsibilities within wealth management
- Exposure to accounting, taxation, investments, financial planning, technology, and business operations
- Annual performance bonus and compensation review
About Innova Wealth Partners
Innova Wealth Partners is a growing, independent financial firm proudly rooted in Northern Ontario.
Our goal is simple: to provide our clients with financial peace of mind.
We do that by bringing together financial planning, investment management, tax expertise, strong relationships, and a team that genuinely cares about delivering exceptional service.
We’ve built Innova to feel different from a traditional financial institution: collaborative, entrepreneurial, client-focused, and always looking for a better way to work.
Our team is encouraged to ask questions, challenge inefficient processes, learn new skills, and take ownership of their work. We are also actively investing in technology and AI-enabled tools to improve both the client experience and the way our team operates.
As Innova continues to grow, we are looking for another strong person to grow alongside us.
The Opportunity
We are seeking a highly organized and detail-oriented Financial Operations & Tax Associate to join our team.
This is not a narrowly defined accounting, tax, or administrative position.
It is a broad financial operations role designed for someone who already has a strong foundation in bookkeeping and accounting, ideally with experience preparing personal income tax returns, and who is interested in developing additional expertise within wealth management.
You will learn, and work across several areas of the business, including:
- Corporate bookkeeping and payroll
- Personal tax preparation
- Investment administration and processing
- Client service
- Financial reporting
- Workflow and technology improvement
The right person will be someone who enjoys understanding how things work, notices when something does not look right, and takes pride in getting the details correct.
As your knowledge and capabilities grow, we expect the role to grow with you.
What You’ll Be Doing
Bookkeeping, Accounting & Payroll
- Manage day-to-day bookkeeping for multiple corporations using QuickBooks Online
- Complete bank and account reconciliations and ensure transactions are recorded accurately
- Assist with monthly payroll processing
- Assist with the collection, calculation, and review of advisor commissions
- Manage accounts payable and accounts receivable
- Monitor outstanding invoices and investigate discrepancies
- Assist with periodic financial reports and management summaries
- Prepare and organize documentation required for corporate year-end and tax filings
- Assist with intercompany accounting and reconciliations where required
Personal Tax Preparation & Client Support
- Prepare Canadian T1 personal income tax returns accurately and efficiently
- Gather and organize tax slips, receipts, statements, and supporting documentation
- Communicate directly with clients regarding missing information and tax-related questions
- Monitor filing deadlines and ensure required documentation is completed on time
- Review CRA correspondence and assist with responses to reviews and inquiries
- Maintain strict confidentiality when working with client and corporate financial information
- Support the team during peak tax season
Investment Operations
- Assist with investment account administration, transfers, deposits, withdrawals, and other processing requests
- Coordinate and organize supporting documentation such as statements, transfer forms, letters of instruction, and account documentation
- Work with our advisors, processing team, dealer, and custodian partners to resolve operational issues
- Maintain accurate workflow records and ensure established compliance procedures are followed
- Assist with preparing investment and account information for advisor and client meetings
- Help identify recurring operational issues and opportunities to improve internal processes
Technology & Process Improvement
We believe good systems make good people better.
You will be encouraged to:
- Identify repetitive or inefficient processes
- Help improve workflows and internal controls
- Participate in the implementation of new technology
- Use technology and AI responsibly to improve productivity and accuracy
- Document improved processes so they can be consistently followed by the entire team
- Share ideas that could improve either the client experience or the way our team works
You do not need to arrive as a technology expert. Curiosity and a willingness to learn matter more.
How We Work
We value people who take their responsibilities seriously without taking themselves too seriously.
You will probably enjoy working at Innova if:
- You notice when numbers do not reconcile and want to understand why
- You would rather fix the cause of a recurring problem than keep correcting the same mistake
- You are comfortable asking questions when you do not know something
- You take ownership when something goes wrong
- You enjoy learning new systems and ways of working
- You can manage several priorities without losing track of the details
- You understand that exceptional client service often depends on excellent work happening behind the scenes
- You are willing to help a teammate when the team is busy, even when the task does not fall perfectly inside your job description
- You want to continue developing professionally rather than remain in the same role indefinitely
- You demonstrate grit and perseverance, and a capacity to learn how to do new tasks, on your own
- You are comfortable trying, failing in a safe and supportive environment, receiving feedback, and trying again
Qualifications
Required
- Strong practical experience with bookkeeping and accounting
- Experience completing account reconciliations and working with financial records
- Strong attention to detail and accuracy
- Ability to manage deadlines and multiple priorities
- Strong written and verbal communication skills
- Professional judgement when handling confidential information
- Comfortable with LLM/Ai Models, and willing to learn more
Strongly Preferred
- Post-secondary diploma or degree in Accounting, Finance, Business Administration, or a related field, or an equivalent combination of education and professional experience
- Experience with full-cycle bookkeeping
- Payroll processing experience
- QuickBooks Online experience
- Experience preparing Canadian T1 personal income tax returns
- Experience communicating with the CRA or responding to CRA reviews
- Experience with Intuit ProFile or similar tax software
- Familiar with advanced functions of Microsoft Excel
An Asset, But Not Required
- Experience in wealth management, banking, investments, or financial services
- Investment administration or dealer-processing experience
- Leadership or team-coordination experience
- Experience implementing workflow automation, or AI tools
- Familiar with intercompany accounting
Formal education in the sector is not required, if you can show that you have had the capacity and ability to learn on your own.
Career Development
We do not expect someone joining this role to know everything on day one.
As you develop, Innova will support approved professional education, designations, and licensing that align with your interests and the needs of the firm.
Over time, this role could develop further into areas such as:
- Senior financial operations
- Tax and accounting
- Investment administration
- Financial planning
- Compliance and operations
- Technology and workflow management
- Team leadership
We believe careers should evolve as people's skills and interests evolve.
One Last Thing
Job postings tend to describe candidates who rarely exist.
If most of this sounds like you but you are missing one or two of the preferred qualifications, we still encourage you to apply.
Tell us what you are already great at, and what you are ready to learn.
Pay: $60,000.00-$80,000.00 per year
Application question(s):
- This is a full-time, in-person position in Sudbury, Ontario. Are you able to work from our Sudbury office on a regular full-time basis?
- You are reconciling an account and are off by $1,837.44. You have checked the obvious transactions and still cannot identify the difference. Walk us through what you would do next.
- Tell us about a software tool, automation, AI tool, or technology that has meaningfully improved the way you work. What did you use it for?
Experience:
- Bookkeeping: 1 year (preferred)
Work Location: In person
