Join the Henderson Partners Team

At Henderson Partners, our commitment to fostering talent, nurturing our culture, and celebrating achievements is at the heart of who we are. We believe that investing in our team members’ personal and professional growth is essential for their fulfillment and the long-term success of our company.

Learning, training, and development play a central role in our culture. We provide various opportunities for our employees to enhance their skills and knowledge through workshops, seminars, courses, and specialized training programs. We encourage continuous learning and support individuals in pursuing certifications and professional designations relevant to their roles. By fostering a culture of growth and development, we empower our team members to reach their full potential.

We are a team that works hard but also plays hard and finds time to have fun. We understand the importance of a good work life balance.

@hendersonpartners

Current Openings

Even if we don’t currently have a specific position open, we’re always on the lookout for exceptional individuals to join our team. Send your resume to info@hendersonpartnersllp.ca and take the first step toward an exciting future with us.

OPERATIONS & ADMINISTRATIVE COORDINATOR

Are you seeking a workplace that values your personal and professional growth while challenging and rewarding you? Join our leading firm of CPA’s and Advisors based in Oakville as an Operations & Administrative Coordinator.

The Operations & Administrative Coordinator will play a key role in ensuring the efficient operation of the office while supporting the Director of Operations and Human Resources in day-to-day administrative and strategic tasks. This role combines hands-on office administrative and operational responsibilities with opportunities to contribute to process improvement and Human Resource initiatives.

Our award-winning culture focuses on supporting and nurturing employees’ well-being, creativity, and career growth. We provide continuous opportunities for our team to participate in community initiatives, book clubs, professional development programs, and much more. We are proud to be Great Place to Work Certified and recognized as a Top Place to Work for Women. We also prioritize work-life balance and offer a hybrid work environment.

If you are a self-starter with strong attention to detail, exceptional interpersonal and communication skills, we invite you to join our team.

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
On-site parking
Paid time off
Tuition reimbursement
Vision care
Wellness program

Roles & Responsibilities:

Office Operations:

Oversee the maintenance of office premises, bathrooms, meeting rooms, and kitchen, ensuring cleanliness, organization, and sufficient supplies for smooth operation.
Monitor and maintain office supplies, including stationery, equipment, and other resources, ensuring cost-effective inventory management and minimizing waste.
Act as the primary point of contact for office vendors and service providers, coordinating contracts, maintenance, and deliveries.
Assist with the management and monitoring of the phone and security systems, including adding/removing users and troubleshooting issues as needed.
Distribution of outgoing mail, couriers, and postage machine maintenance.
Oversees reception operations, fostering a professional, welcoming, and exceptional environment for clients and visitors.

Administrative Support:

Assist in drafting and editing reports, presentations, and other professional documents for internal and external use.
Support the coordination of strategic office projects, including team-building events, workflow improvements, and process documentation.
Coordinate onboarding for new employees, including workstation setup, welcome packages, ect.
Track employee absences, update calendars, and maintain accurate records in collaboration with HR.
Assign and monitor tasks in systems like Xero and TaxPrep, ensuring timely completion and accuracy.
Oversee the office’s IT and equipment inventory, including coordinating service requests and managing technology resources.
Provide back-office support for accounts payable, including processing payments, reconciling vendor accounts, and preparing invoices.
Track and manage office-related expenses, providing budget updates to the Director.
Coordinate with the Director on cost-saving initiatives and vendor evaluations to optimize office operations.
Assist in documenting and updating office policies, procedures, and manual

Qualifications:

Proven experience (2-4 years) in office management, human resources, administration, or a related role.
Strong organizational and problem-solving skills.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and familiarity with office management tools and systems.
Exceptional communication and interpersonal skills with the ability to maintain professionalism and confidentiality.
Experience in a professional services firm or similar environment is preferred.
Knowledge of basic bookkeeping or general accounting principles is an asset.

Core Competencies:

Ability to manage multiple priorities and deadlines with a high degree of accuracy.
Warm and approachable demeanor with a focus on delivering excellent service to clients and team members.
Flexibility and adaptability to support the dynamic needs of the office and leadership team.
Keen attention to detail and ability to identify opportunities for operational improvements.

To apply for this opportunity, please follow this link to the job posting on Indeed and follow the application instructions.

We thank all applicants in advance for their interest; however, only those candidates selected for an interview will be contacted.

FINANCIAL PLANNER

Are you ready to advance your career with a firm that values innovation, collaboration, and growth?

Welcome to our team! We are a leading firm of chartered accountants and professional advisors, dedicated to serving entrepreneurial individuals and organizations. Our award-winning culture is a testament to our commitment to excellence and employee engagement.

We offer a collaborative and inclusive environment that values diversity of thought and encourages personal and professional growth. Our broad range of professional services is designed to help our clients seize opportunities, navigate challenges, create value, and leave a meaningful legacy.

As we expand our Family Office services, we are seeking an integral team member who will play a crucial role in this progression. You will be essential in helping us provide comprehensive and personalized financial strategies to our Family Office clients.

Working closely with our Director of Wealth Advisory Services, you will be responsible for meeting with clients, developing client relationships, and recommending strategies to help our clients achieve their financial goals and objectives. The ideal candidate will have depth of expertise in financial planning, experience preparing Personal Tax Returns, and a strong drive to provide exceptional client service.

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
On-site parking
Paid time off
Tuition reimbursement
Vision care
Wellness program

Responsibilities:

Collaborate with partners and client service managers to prepare comprehensive wealth and financial plans for clients.
Present financial plans to clients, ensuring they understand and are comfortable with the proposed strategies.
Create detailed planning memos related to Estate Planning, Investment Reviews, Insurance Reviews, and Corporate Planning.
Assist clients in gathering necessary information, including bank account records, income tax returns, insurance records, pension plan information, and wills.
Prepare and interpret various financial documents for clients, such as investment performance reports, financial summaries, and income projections.
Investigate and evaluate available investment opportunities to determine their suitability for clients’ financial plans.
Regularly review clients’ accounts and financial plans to assess the need for adjustments based on life changes, economic shifts, or financial performance.
Liaise with clients’ other advisors, including attorneys, accountants, trust officers, and investment bankers, to gain a comprehensive understanding of clients’ financial goals and circumstances.
Serve as a technical resource in wealth and insurance planning for the firm’s clients, providing expertise where needed by partners and client service managers.
Prepare Personal Tax Returns for clients during tax season and as assigned, ensuring compliance and accuracy.

Skills/Competencies:

Excellent communication, organizational, and time management skills.
Demonstrated proficiency with financial planning software (Naviplan) and Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
Experience with personal tax compliance and Taxprep software is an asset.
Continuous learner with a deep curiosity about diverse customers and keeps current on changes in client needs, procedures, and products.
Thrives in an entrepreneurial environment.
Expertise in financial planning.

Education Level Required: University and/or College Degree
Certification: PFP/CFP

To apply for this opportunity, please follow this link to the job posting on Indeed and follow the application instructions.

We thank all applicants in advance for their interest; however, only those candidates selected for an interview will be contacted.

US TAX ACCOUNTANT

We are currently seeking a qualified U.S. Tax Accountant with a minimum 5 years of experience in U.S. and cross-border tax in a public practice setting to join our Oakville based practice.

If you are a self-starter with strong attention to detail, exceptional interpersonal and communication skills, we invite you to join our team. The salary range for this position is $85,000 to $95,000, depending on experience and qualifications.

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
On-site parking
Paid time off
Tuition reimbursement
Vision care
Wellness program

Responsibilities:

Plan, organize and deliver tax compliance engagements for:
- US. citizens, residents and nonresidents living both in the U.S. and abroad
- US. corporations and Canadian corporations doing business in the U.S.
Cross-border tax planning for high-net-worth clients
Identify, research and document tax issues and prepare tax correspondence
IRS and State Representation
Participate in pre and post engagement discussions on the work; manage client work/engagements within scope, budget and time allocation
Keep leadership apprised of the status of work in progress and issues encountered
Participate in business development and personal development activities
Act as a team player who supports firm initiatives

Skills/Competencies:

Solid understanding in the preparation and planning of U.S. and cross-border personal tax, including:
- Form 1040 series (1040/1040NR)
- International information returns and reports on Forms FinCEN 114 (FBAR), 3520/3520A, 5471, 8621, 8858, 8865 and 8938
Working knowledge in the preparation of U.S. corporate tax returns is an asset
Hands-on experience in preparation of U.S. Estate Tax Return (Form 706) and Gift Tax Return (Form 709)
IRS Representation

Professional and Experience Requirements:

Bachelor’s Degree in Accounting or Master’s in Taxation.
Professional designation (Canadian CPA or U.S. CPA).
Minimum 5 years of experience in U.S. and cross-border tax compliance and planning.
Proficient in TaxPrep, CCH Axcess, BNA Tax research, CaseWare, and Microsoft Office Suite.
Strong relationship-building, organizational, and time-management skills.
Excellent analytical, attention-to-detail, and communication abilities.
Effective in both team environments and independent work settings.

To apply for this opportunity, please follow this link to the job posting on Indeed and follow the application instructions.

We thank all applicants in advance for their interest; however, only those candidates selected for an interview will be contacted.