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 professionals. This role requires a strong 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.
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📌 Senior Tax Consultant at Raymond James Ltd (Toronto)
🏢 Raymond James
📍 Toronto