25 Aug
|
EY
|
L'Ancienne-Lorette
25 Aug
EY
L'Ancienne-Lorette
A career within PwC Private's High Net Worth (HNW) practice offers the opportunity to advise some of Canada's most iconic families and individuals on the full spectrum of Canada–U.S. cross-border tax matters. Our HNW Cross Border team helps clients navigate U.S. and Canadian tax considerations across personal, trust, and corporate structures, designing and implementing tailored, multi-jurisdictional strategies that reflect the unique circumstances of HNW individuals, U.S. citizens residing in Canada, Canadians with U.S. assets or family ties, and intergenerational families with members on both sides of the border. You'll work alongside a dedicated team of cross-border specialists on engagements that span cross-border income and estate tax planning, U.S./Canadian trust structuring, CFC and PFIC analysis, foreign information reporting, and pre-immigration and pre-departure planning, helping families preserve, grow, and transition wealth across generations and jurisdictions. The Opportunity As a Cross Border Tax Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
PwC Skilled skills and responsibilities for this management level include but are not limited to: Technical / role-specific: Navigate the complexities of cross-border tax engagements involving multidisciplinary teams to deliver integrated solutions. Advise HNW individuals and families on Canada–U.S. cross-border income, estate, and gift tax planning, including planning for U.S. citizens resident in Canada, Canadians with U.S. assets or U.S.-resident beneficiaries, and pre-immigration and pre-departure scenarios. Assist on cross-border structuring engagements, including the design and implementation of entity structures, including trusts, spanning Canada and the U.S., with attention to treaty application, entity classification, and downstream reporting impact. Conduct technical analysis of foreign trusts, including classification, throwback exposure, DNI/UNI tracking, and the related U.S. reporting obligations. Perform and review CFC and PFIC analyses and planning, including Subpart F, NCTI, and QEF modelling, and the supporting quantitative computations. Assist on estate and intergenerational wealth
📌 Cross Border Tax Private Wealth, Senior Manager (Bilingual Fr/En) (L'Ancienne-Lorette)
🏢 EY
📍 L'Ancienne-Lorette