Cross Border Personal Tax Partner
Baker Tilly WM
A place to grow with purpose, make a real impact, and thrive together.
We are looking for a Cross Border PersonalTax Partner to join our team - bring your ambition and shape what comes next.
Be part of something bigger. Build with us today - Now. For tomorrow.
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
The Firm is seeking a Cross Border PersonalTax Partner to lead and expand our Canada-U.S. cross-border personal tax practice. This individual will oversee a growing portfolio of Canadian and U.S.-based individual clients requiring cross-border tax compliance, planning, structuring, and advisory services.
The successful candidate will combine strong technical expertise with proven leadership capabilities, taking ownership of client delivery, team development, operational management, and practice growth. This role requires a hands‑on leader who can effectively manage complex cross-border engagements while building scalable processes and teams to support continued expansion
A hands‑on leader who drives cross‑border tax delivery, manages team capacity, and supports both compliance and advisory engagements. The ideal candidate has demonstrated the ability to:
- Manage complex cross-border compliance engagements and deadlines.
- Scale teams, processes, and workflows to support growth.
- Serve as the firm's go‑to resource for Canada-U.S. cross-border tax matters.
- Lead both recurring compliance work and strategic cross‑border advisory engagements.
- Collaborate across Canadian and U.S. service teams to deliver integrated client solutions.
- Build strong client relationships and provide practical guidance on cross-border tax issues.
This is not a pure technical specialist role. It requires a partner who can run a practice.
What You Bring:
- CPA (Canada and/or US)
- 10+ years of Canada-U.S. cross-border personal tax experience.
- Strong expertise in cross-border compliance, planning, and advisory services.
- Deep understanding of Canadian and U.S. personal tax and its interaction with Canadian and U.S. tax rules.
- Proven ability to manage complex client relationships and deliver practical cross-border solutions.
- Experience leading teams, managing workflows, and scaling a growing practice.
Why this role:
- Immediate ownership of an established Cross-Border Personal tax practice
- High demand environment with growing client volume
- Visibility and control over practice operations and team structure
- Direct integration with cross‑border advisory practice
What’s in it for you?
- Clear career progression and advancement opportunities
- Ongoing professional development, including paid courses, certification and membership dues
- Competitive total compensation package including extended health care, dental and group life benefits
- Annual bonus
- Health and wellness spending account
- Convenient access to virtual healthcare, including online physician consultations when you need it
- A collaborative, open‑door culture with direct access to leadership
Why Baker Tilly?
- Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards click here!
When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future.
If you’re ready to make an impact, we’re ready to meet you.
We are committed to transparency in our hiring process. Please note the following information regarding this job posting:
Position Status:
This job posting is for an existing vacancy within our organization.
Use of Artificial Intelligence:
AI enabled tools may be used to support parts of the recruitment process, such as application screening or interview scheduling. All hiring decisions are made by humans.
Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.
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