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 (Private Wealth)
Builds
Tailored multi-jurisdictional tax strategies for families operating on both sides of the Canada-U.S. border.
Domain
Tax (Cross-border: Canada & U.S.)
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Canadian CPA designation, Canada-U.S. cross-border tax expertise, trust structuring, CFC/PFIC analysis, foreign information reporting, pre-immigration planning, entity classification, treaty application.
Preferred skills
U.S. CPA or Enrolled Agent (EA) 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 cross-border tax engagements with multidisciplinary teams to deliver integrated solutions; contribute technical knowledge of Canadian and U.S. personal, trust, and estate tax; assist on cross-border structuring engagements including trust design and implementation; assist with technical U.S. tax analysis of foreign trusts and corporations; manage efficient delivery of cross-border tax consulting and compliance engagements.
Seniority
Manager, hands-on IC