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 specialists
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.

📌 Tax Manager For Cross Border Strategies Toronto
🏢 LE0090 Cardinal Point Capital Management ULC
📍 Toronto