JOB SUMMARY

We are seeking a Tax Specialist to join our dynamic wealth management team. This role involves preparing tax returns and collaborating with financial advisors to provide clients with integrated financial solutions. The ideal candidate is detail-oriented, client-focused, and experienced in cross-border tax issues.

QUALIFICATIONS

• CPA designation (Canada or U.S.) or equivalent
• Minimum 3 years of experience in tax preparation and advisory
• Strong understanding of cross-border tax issues
• Excellent communication and interpersonal skills
• Experience in a client-facing role
• Proficiency in tax software

• Prepare and file personal and trust tax returns (Canada and U.S.)
• Provide tax planning and advisory services to high-net-worth individuals and families
• Collaborate with financial planners and portfolio managers to align tax strategies with overall wealth plans
• Stay current with tax laws and regulations in both jurisdictions
• Participate in client meetings to provide tax insights and recommendations
• Identify tax-saving opportunities and ensure compliance with relevant regulations