11 Oct
|
LE0090 Cardinal Point Capital Management ULC
|
Winnipeg
11 Oct
LE0090 Cardinal Point Capital Management ULC
Winnipeg
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 strong 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 • Robust 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. #J-18808-Ljbffr
📌 Tax Manager for Cross-Border Strategies (Winnipeg)
🏢 LE0090 Cardinal Point Capital Management ULC
📍 Winnipeg