Become a Senior Tax Consultant at Raymond James Ltd, focusing on cross-border tax issues. Provide critical expertise to enhance financial advisory services and client satisfaction throughout Canada and the US. You will directly report to the Vice President and collaborate with a team of experienced specialists.
This role requires a solid understanding of both Canadian and US tax regulations, especially for High Net Worth clients. Your guidance will help shape the business development strategy in a competitive market. Key Responsibilities:
Offer tax consulting for estate and corporate clients
Partner with financial advisors for comprehensive solutions
Provide answers to cross-border tax inquiries
Develop client educational materials
Keep abreast of tax legislation Requirements:
Bachelor’s in Finance or related field
CPA with 7+ years of relevant experience
Completion of CICA Tax Course recommended
Ability to foster robust client relationships
Excellent analytical problem-solving skills Make a positive impact on client engagement and tax strategy implementation at Raymond James Ltd.
📌 Senior Tax Consultant At Raymond James Ltd Toronto
🏢 Raymond James
📍 Toronto
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