At a Glance
- Tasks: Lead client interactions and design tailored tax plans for high-net-worth individuals.
- Company: Join Cardinal Point, a leader in cross-border tax and wealth planning.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on client success and innovative solutions.
- Why this job: Make a real impact by shaping financial strategies for clients across Canada and the U.S.
- Qualifications: Bachelor’s Degree, CPA, CA or LLM, and 5+ years in cross-border tax planning.
The predicted salary is between 90000 - 110000 $ per year.
Elevate your career with Cardinal Point as a Cross-Border Tax Manager in Toronto.
This hybrid role focuses on delivering expert tax and wealth planning for high-net-worth individuals and families.
As a proactive Tax Manager, you will leverage your experience to shape comprehensive cross-border financial strategies.
Your critical role will encompass managing client relationships, designing tailored tax plans across Canadian and U.
S. jurisdictions, and collaborating with both internal and external professionals.
Dive into an exciting opportunity that connects your technical tax expertise to clients’ unique needs.
Key
Responsibilities
- Lead client interactions for tax strategy execution
- Advise on cross-border wealth management and financial planning
- Prepare and review tax projections and reports
- Research complex tax issues for actionable strategies
- Maintain proficiency in Canadian/U.
- S. tax software
Requirements
- Bachelor’s Degree and CPA, CA, or LLM required
- 5+ years in cross-border tax planning/compliance
- Strong knowledge of tax systems in Canada and the U.
- Exceptional analytical and client service skills
- Proven ability to integrate tax strategies into financial plans
Drive impactful client solutions at Cardinal Point through effective cross-border tax management and personalized advisory services. #J-18808-Ljbffr
Cross-Border Tax Manager – Toronto employer: Cardinal Point Wealth Management, ULC
At Cardinal Point, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. Our commitment to employee growth is evident through ongoing training and mentorship opportunities, ensuring that our team members thrive both personally and professionally. Join us to make a meaningful impact in the lives of high-net-worth clients while enjoying the unique advantages of a hybrid work environment that promotes work-life balance.
Contact Details:
Cardinal Point Wealth Management, ULC Recruitment Team
