Cross-Border Tax Manager in Toronto
Cardinal Point Wealth Management, ULC
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
- 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.S.
- Exceptional analytical and client service skills
- Proven ability to integrate tax strategies into financial plans
Vacancy posted 19 hours ago
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