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Tax Manager for Cross-Border Strategies

LE0090 Cardinal Point Capital Management ULC

Elevate your career as a Tax Manager at Cardinal Point, specializing in cross-border tax and wealth planning. Leverage your expertise to serve high-net-worth clients across Canada and the U.S. Cardinal Point is seeking a motivated Tax Manager with a strong technical knowledge base and a client-first approach. This hybrid role in Toronto involves managing relationships and developing personalized financial and tax strategies for individuals, families, and business owners. The ideal candidate will have a track record in tax planning, ideally from mid or large firms, ensuring exceptional service in cross-border wealth management. Key Responsibilities:

  • Act as the primary liaison for clients
  • Prepare and review tax projections and planning reports
  • Research complex tax issues and strategize solutions
  • Collaborate with external tax and legal professionals
  • Conduct regular reviews to ensure compliance
Requirements:
  • Bachelor’s Degree; CPA, CA, or LLM required
  • 5+ years' experience in U.S. and Canadian tax
  • Strong knowledge of cross-border taxation
  • Exceptional analytical and interpersonal skills
  • Proficiency in tax software for both countries
Utilize your cross-border tax knowledge at Cardinal Point to help clients maximize their financial potential. #J-18808-Ljbffr

Vacancy posted 1 day ago
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