At a Glance
- Tasks: Provide tailored cross-border tax strategies for high-net-worth clients.
- Company: Join Cardinal Point, a leader in tax management with a collaborative culture.
- Benefits: Enjoy a competitive salary, partial remote work, and professional growth opportunities.
- Other info: Build lasting client relationships in a dynamic and supportive environment.
- Why this job: Advance your career while making a real impact in wealth management.
- Qualifications: Bachelor’s Degree; CPA, CA, or LLM required with 5+ years of experience.
The predicted salary is between 82800 - 101200 $ per year.
Advance your career in tax management with Cardinal Point as a Cross-Border Tax Manager, partially remote based in Toronto, Canada.
Leverage your expertise to provide tailored cross-border tax strategies for high-net-worth clients.
Cardinal Point is on the lookout for a motivated Tax Manager skilled in cross-border taxation.
This full-time role focuses on client relationship management, financial strategy integration, and effective communication of tax opportunities.
If you have experience with large or mid-sized accounting firms, this position offers a prime platform to harness your cross-border expertise in wealth management.
Key
Responsibilities
- Act as primary advisor for cross-border tax and financial planning
- Prepare and review tax projections and related documentation
- Research complex cross-border tax issues and develop strategies
- Collaborate with external tax and legal professionals
- Conduct regular reviews to adapt plans to client needs
Requirements
- Bachelor’s Degree; CPA, CA, or LLM required
- 5+ years' experience in cross-border tax planning
- Strong analytical and interpersonal skills
- Knowledge of U.
- S. and Canadian tax regulations
- Ability to maintain high standards of client service
This role involves building lasting client relationships and delivering expert cross-border financial planning. #J-18808-Ljbffr
Cross-Border Tax Manager – Toronto employer: Focus Partners Wealth
At Cardinal Point, we pride ourselves on being a leading employer in the cross-border wealth management sector, offering a dynamic and supportive work environment in Toronto. Our culture emphasizes collaboration, professional growth, and a client-first approach, ensuring that our employees are equipped with the tools and mentorship needed to excel in their careers. With competitive compensation, comprehensive benefits, and the opportunity to work closely with seasoned professionals, joining our team means becoming part of a forward-thinking organization dedicated to delivering exceptional service to high-net-worth clients.
