Job Description

Client Payroll & Compliance

About Us:

Lifewealth is a boutique advisory firm built around one mission: helping entrepreneurial families grow, protect, and transition their wealth. Through our two divisions--Lifewealth Inc. (investment management) and Lifewealth Corp. (tax and compliance)--we deliver comprehensive guidance spanning portfolio management, corporate structure, succession planning, and personal finances.
We are trusted advisors to a select group of business-owning families, many in the medical field. Our integrated approach ensures their businesses and personal affairs work in harmony. As we prepare for the retirement of a valued partner, we're looking for an experienced professional to step into a multifaceted role supporting our team and clients.

The Opportunity:

This is a unique opportunity for a self-starter who enjoys wearing many hats and building lasting relationships. You'll play a vital role in delivering an exceptional experience to our client families, supporting both our investment and tax teams, and ensuring operations run smoothly behind the scenes.

Key Responsibilities:

Client Payroll & Compliance

Process payroll for client businesses accurately and on schedule Answer payroll-related questions and liaise with client managers and employees Maintain up-to-date payroll records and ensure compliance with all relevant regulations

Tax & Accounting Support

Prepare year-end files, assist with tax preparation, and complete personal tax (T1) files Support bookkeeping, perform oversight and analysis, and assist with QuickBooks Prepare quarterly net worth statements and connect with clients regarding updates

Investment Operations

Prepare paperwork and assist with account openings for investment clients Perform data entry, compliance checks, and administrative support for the investment team Maintain accurate records and documentation in accordance with regulatory requirements

Client Service & Office Coordination

Contribute wherever needed to help the team serve clients effectively Take initiative to identify gaps and propose solutions Support the partners so they can focus on business development and high-level advisory work Serve as a point of contact for client questions, building strong, trust-based relationships

Qualifications:

CPA designation preferred Strong background in bookkeeping and accounting, ideally with experience supporting small businesses Familiarity with payroll processing and compliance (QuickBooks experience an asset) Knowledge of personal and corporate tax preparation (experience with TaxCycle preferred) Interest or experience in investments, financial planning, or progressing toward a CFP designation Excellent communication and interpersonal skills; comfortable liaising with business owners and professionals Ability to work independently, prioritize competing tasks, and see projects through to completion A collaborative mindset and willingness to adapt to evolving client needs A patient, professional demeanor and a commitment to high-quality work

Why Join Us?:

At Lifewealth, we prioritize flexibility, trust, and effectiveness. We don't micromanage your time--we trust you to get the work done and step away when you need to recharge.

Schedule:

In-office 4 days/week to start (30 hours per week) Option to move to more hybrid work over time Flexible hours to accommodate appointments, family needs, or personal obligations

Benefits:

Health & Wellness Spending Account ($2,000/year to use however you choose) Flexible time off policy--take the time you need as long as client needs are met Supportive, tight-knit team culture Parking Included Company cell phone provided

Compensation:

$80-$95k depending on experience for 30 hours per week

Commitment to Equity, Diversity & Inclusion

Lifewealth is an equal opportunity employer. We are committed to building a team that reflects the diverse communities we serve and to creating an inclusive environment for all employees. We encourage applications from candidates of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQ2S+ community.

Job Types: Full-time, Permanent

Pay: $80,000.00-$95,000.00 per year

Benefits:

Flexible schedule On-site parking Wellness program Work from home
Schedule:

Monday to Friday
Experience:

bookkeeping, accounting & payroll: 5 years (preferred)
Location:

Calgary, AB (required)
Work Location: Hybrid remote in Calgary, AB