Senior Cross-Border Tax Director
LE0090 Cardinal Point Capital Management ULC
Lead cross-border tax planning for high-net-worth families as a Senior Private Wealth Manager in Toronto with Cardinal Point Wealth Management.This full-time senior leadership role serves as tax lead advisor and primary relationship manager. You will integrate Canadian and United States tax, investment, and financial planning. The position requires relationship management, communication, organization, and business acumen.Key Responsibilities:
Advise high-net-worth clients on Canadian and United States taxationPrepare tax projections, net worth statements, and planning reportsResearch complex individual, corporate, and trust tax issuesMonitor client plans, regulations, objectives, and material life eventsCoach peers and mentor assigned Client Relationship SpecialistsRequirements:
At least 15 years of cross-border tax advisory experienceProgressive career into a senior leadership roleCanadian CPA or CA designation requiredUnited States CPA designation requiredStrong relationship management and communication skillsApply your cross-border tax expertise, leadership, and client relationship skills to comprehensive wealth planning in Toronto.
#J-18808-Ljbffr
Advise high-net-worth clients on Canadian and United States taxationPrepare tax projections, net worth statements, and planning reportsResearch complex individual, corporate, and trust tax issuesMonitor client plans, regulations, objectives, and material life eventsCoach peers and mentor assigned Client Relationship SpecialistsRequirements:
At least 15 years of cross-border tax advisory experienceProgressive career into a senior leadership roleCanadian CPA or CA designation requiredUnited States CPA designation requiredStrong relationship management and communication skillsApply your cross-border tax expertise, leadership, and client relationship skills to comprehensive wealth planning in Toronto.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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