Cross-Border Tax Manager

Cardinal Point Capital Management, ULC dba Cardinal Point (\"Cardinal Point\"), a subsidiary of Focus Financial Partners, LLC and an affiliate of Focus Partners Wealth, LLC, is a wealth management firm that delivers personalized advice through a collaborative alliance of client-centric advisors. Cardinal Point is seeking a Private Wealth Manager to support Cardinal Point's team in Ontario. This is an excellent opportunity for candidates who are interested in progressing in cross-border tax planning and tax plan implementation for individuals, trusts, estates, and business structures. Primary responsibilities Client relationship management responsibility for assigned clients to meet or exceed the clients' expectations in accordance with each client's contract and all promises, and expectations set for the relationship, on behalf of both the clients and Cardinal Point. Coordinate the initial client relationship procedures, plan writing and development, all client meetings, and correspondence in all phases of the relationship. Serve as the clients' liaison, team leader, and advocate within the organization and with outside providers to ensure that the clients' financial plans are implemented in accordance with the firm’s client relationship standards, each plan's recommendations and remain on track throughout all relationship phases with an emphasis on helping achieve the clients' goals and objectives. Coordinate the ongoing relationship procedures which include annual or semi-annual reviews for assigned clients and preparing review modules (annual or periodic plan reviews of individual pieces of the financial plan). Coordination of the tax and investment processes with the clients’ tax professionals, both internal and external, and the investment professionals, both internal and external, in accordance with the client contract and the firm’s relationship standard. Seek to coordinate and follow the firm’s financial planning standards and expectations for the clients when providing financial planning advice. Coordination with a Client Relationship Specialist on the onboarding of clients and in the administration of the clients’ investment paperwork. Peer reviews for financial plans, particularly with tax planning. Tax Compliance Responsibilities Prepares and reviews U.S. Federal, State Canadian Federal and Provincial Income and Estate Tax returns including personal, trust, and entity returns. Prepares and reviews tax projections and tax planning reports for clients Researches tax issues related to client issues and supporting the client needs for tax planning and compliance. Ensures that client tax delivery is efficient, on time, and complete. Prints, signs, and oversees the delivery of client tax documents to the clients. Prepares and reviews personal financial statements for tax preparation using QuickBooks or Excel, and reconciling tax data on financial statements as needed. Preparing responses to IRS audits and CRA reviews, letters, and notices, coordinating the responses, managing the process, and monitoring the end results. Enlisting taxpayer advocate services when needed and monitor results. Identify and effectively communicate and documents tax issues and opportunities Maintains high proficiency with Canadian and US tax preparation software, tax research software, QuickBooks Excel, and related technologies and firm process applications to facilitate efficient and timely workflow the tax projects, projects under supervision as well as client workflow and assignments. Coordinating the tax function, oversight of the tax administration for clients, coordination with outside outsourced resources for tax compliance, project management for tax compliance. Qualifications Bachelor’s Degree; CPA, CA, or LLM required, CFP in Canada and/or the US. 5+ years experience in tax planning or tax compliance in both the US and Canada. An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies; Great interpersonal and process management skills; and Analytical expertise, notable attention to detail, and self-initiated follow-through. This is an Exempt role. The annualized base pay for this role is CA$ 200,000 . Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. #J-18808-Ljbffr