Cross Border Tax Private Wealth, Manager
Core
Advise ultra-high-net-worth individuals and families on Canadian and U.S. cross-border tax considerations across personal, trust, and corporate structures.
Role type
Manager, Cross-Border Tax Specialist
Builds
Multi-jurisdictional tax strategies and entity structures (trusts, corporations) spanning Canada and the U.S.
Domain
Tax (Cross-border: Canada/US)
Deliverable
client delivery
Required skills
Canadian CPA designation, cross-border tax expertise (personal/trust/corporate), U.S./Canadian trust structuring, CFC/PFIC analysis, foreign information reporting, pre-immigration planning, client relationship management
Preferred skills
U.S. CPA or Enrolled Agent designation, CPA In-Depth Tax Course or Master's in Tax, 3-5 years of manager experience in public accounting
Technologies
N/A
Responsibilities
Navigate complex cross-border tax engagements with multidisciplinary teams; contribute technical knowledge of Canadian and U.S. tax to engagements; assist in designing and implementing entity structures spanning Canada and the U.S.; assist with technical U.S. tax analysis of foreign trusts and corporations; manage delivery of cross-border tax consulting and compliance engagements
Seniority
Manager, hands-on IC
