Tax Consulting Manager

7 days ago

Vancouver, British Columbia, Canada Raymond James Financial Full time

Tax Consulting Manager

  • At Raymond James, _
    _we __develop, _
    _we __collaborate, _
    _we __decide, _
    _we __deliver, and _
    _we __improve together_.
Raymond James Ltd.

is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.


_ Tax Consulting Manager_
- _
How does the role impact the organization?


Reporting to the Vice President, Tax Consulting, you will provide responsive and effective tax consulting expertise as ongoing support to our Private Client Group financial advisors and their clients at Raymond James Ltd.

and Raymond James (USA) Ltd.

The position offers the opportunity to become a key resource in one of Canada's largest markets, joining an established team of wealth management professionals located across the country.


What is the position responsible for?

  • In conjunction with our financial advisors, deliver tax consulting services for personal, corporate, trust, and estate clients of Raymond James and its affiliated companies
    in Canada and the US through client meetings and written analysis;
  • Partner effectively with our investment advisory teams, trust company division trust officers, charitable foundation, insurance agents, tax preparation services, and financial planners to offer comprehensive planning solutions to our clients;
  • Respond to daily income tax planning and crossborder tax questions in a concise and timely manner using current and suitable sources for research;
  • Assist with authoring client releasable educational materials on Canadian and crossborder tax planning via written materials, presentations, and social media;
  • Maintain uptodate knowledge and understanding of the Income Tax Act, the Internal Revenue Code, and international income tax conventions;
  • Provide outstanding client service to our financial advisors and their clients by enhancing the client experience;
  • Support our financial planners with respect to technical tax inquiries and reviews of crossborder financial plans;
  • Review advisorprepared marketing materials with tax content for accuracy and clarity;
  • Liaise with outside tax and legal professionals to assist with tax strategy implementation; and
  • Other duties and projects as assigned.

What can you expect from us?
Our most important investment is in people, Raymond James Ltd offers
flexible workstyles, a competitive compensation and benefits package.

Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.


Qualifications

  • Bachelor's Degree in Business, Finance or related field, or an equivalent combination of experience and education;
  • Completion of the CICA In-Depth Tax Course or Masters in Taxation;
  • Accounting designation (CPA, CA, CGA, CMA) required with at least 4 years of public practice experience in Canadian personal, US personal, corporate, trust, and estate tax preparation and planning;
  • US CPA designation would be an asset;
  • Experience building relationships through respect and authenticity, and collaborating with a diverse network of clients, prospects and business partners to create exceptional client experiences and solutions;
  • Experience identifying and resolving diverse, complex, and ambiguous issues in a timely and practical manner using exceptional critical thinking and analytical skills;
  • Experience working with IRS withholding tax forms, US and Canadian withholding tax on entitlements, and US retirement plan rules would be an asset;
  • CFP and/or TEP designation would be an asset.
  • Bilingual (French and English) skills would be an asset.
  • Successful recruit will be required to complete the US Chartered Retirement Planning Counselor designation (CRPC) or equivalent US planning designation within a reasonable time frame;

Job Private Clients Solutions

Primary Location CA-BC-Vancouver-Vancouver

Other Locations CA-ON-Toronto-Toronto, CA-AB-Calgary-Calgary

Organization PCG Solutions

Schedule Full-time

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