Elevate your career as a Tax Manager at Cardinal Point, specializing in cross-border tax and wealth planning. Leverage your expertise to serve high-net-worth clients across Canada and the U.S.

Cardinal Point is seeking a motivated Tax Manager with a robust technical knowledge base and a client-first approach. This hybrid role in Toronto involves managing relationships and developing personalized financial and tax strategies for individuals, families, and business owners. The ideal candidate will have a track record in tax planning, ideally from mid or large firms, ensuring exceptional service in cross-border wealth management.

Key Responsibilities:
• Act as the primary liaison for clients
• Prepare and review tax projections and planning reports




• Research complex tax issues and strategize solutions
• Collaborate with external tax and legal professionals
• Conduct regular reviews to ensure compliance

Requirements:
• Bachelor’s Degree; CPA, CA, or LLM required
• 5+ years' experience in U.S. and Canadian tax
• Strong knowledge of cross-border taxation
• Exceptional analytical and interpersonal skills
• Proficiency in tax software for both countries

Utilize your cross-border tax knowledge at Cardinal Point to help clients maximize their financial potential.
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📌 Tax Manager for Cross-Border Strategies (Ontario)
🏢 LE0090 Cardinal Point Capital Management ULC
📍 Ontario