Cross-Border Tax and Private Wealth Manager

4 weeks ago

Toronto, Canada Cardinal Point Wealth Management, ULC Full time

Overview At Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investments and financial planning strategies. We are seeking an experienced and results-oriented Cross-Border Tax and Private Wealth Manager to join our dynamic team. This is a unique opportunity with a $5.7 billion wealth management firm. The ideal candidate is a cross-border tax professional at the Manager or Senior Manager level with strong client skills who can cross-train and certify in holistic financial planning. You would be joining a multi-disciplined team with finance, tax, and investment professionals in house. No billable hours, just client-focused cross-border tax and financial planning services along with client relationship management. Key Responsibilities Client Relationship Management : Regularly meet with clients to provide updates on their short-term and long-term financial objectives and coordinate the financial plan for the clients. Coordinate with other professionals to implement the clients' financial plans and tax compliance. Tax Compliance Responsibilities : Return preparation and review for managed clients (individuals, estates, trusts, and entities), tax research, tax planning, and tax plan implementation. Financial Planning : Develop personalized financial plans for clients, addressing their goals related to retirement, tax planning, estate planning, insurance, and investments. Risk Management : Continuously assess and mitigate financial risks to ensure long-term returns while adhering to compliance and regulatory requirements. Team Collaboration : Work closely with other team members, including analysts and junior portfolio managers, to enhance tax and financial strategies and client satisfaction. Qualifications 8+ years of Canada/US cross-border tax planning experience. 4+ years of high net worth client experience. Excellent communication and client facing skills. Desire to continue to learn and grow as a wealth management professional. Must have CPA designations in Canada and the US or CPA in Canada with an EA in US. #J-18808-Ljbffr

  • Cross-Border Tax and Private Wealth Manager

    4 weeks ago

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    OverviewAt Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investments and financial planning strategies. We are seeking an experienced and results-oriented...

  • Cross-Border Tax and Private Wealth Manager

    4 weeks ago

    Toronto, Canada Cardinal Point Wealth Management, ULC Full time

    OverviewAt Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investments and financial planning strategies. We are seeking an experienced and results-oriented...

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