Job Description Summary:
Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Tax Director to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 15 years' experience providing cross-border tax advice and tax planning for high-net worth families and their family entities, maintaining long-term client relationships. The ideal candidate is a strong communicator, organized, with a strong business acumen working within a team environment and with proven leadership and management responsibilities. This is a great opportunity for a career-oriented wealth management professional to continue to build their career with our rapidly growing business.
Job Description:
Primary Responsibilities
Act as a tax lead advisor, primary relationship manager, team leader, and advocate for high-net worth clients of the firm, providing Canadian and US cross-border personal tax guidance, ensuring that tax planning strategies and financial planning strategies are executed according to firm standards and individual recommendations, while continuously monitoring progress to help clients achieve their goals throughout all phases of the client’s life cycles.
Serve as the primary advisor for assigned clients, assuring that all financial planning is completed, working to ensure all domestic and cross-border financial needs, including tax, investment, and financial planning are integrated components in a comprehensive financial life strategy for clients.
Prepare and review tax projections, statements of net worth, retirement and estate projections, and planning reports. Review prior year tax returns as part of the financial planning process to ensure past compliance work was done correctly.
Research complex individual, corporate, and trust tax issues, and communicate actionable tax strategies and opportunities to support client needs for cross-border tax planning and compliance.
Identify, effectively communicate and document tax issues and opportunities.
Collaborate with internal and external tax, investment, and legal professionals to ensure cross-border wealth management strategies comply with all relevant regulatory requirements, are aligned with the clients’ financial goals, and are fully integrated into each client’s comprehensive financial plan.
Conduct regular reviews with clients to monitor changes in tax regulations, lifestyle objectives, and material life events, ensuring their plans remain compliant and aligned with fiduciary standards to deliver a seamless client experience.
Partner closely with an assigned Client Relationship Specialist to address client operational needs as well as to provide mentorship and coaching to support their professional development and growth within Cardinal Point.
Collaborate actively with colleagues to foster a supportive, solutions-focused environment that advances shared goals and delivers the highest standard of client service, for example by conducting peer reviews of modular financial and tax plans.
Coach peers through the process surrounding U.S. and Canadian tax projections as well as assisting other advisors’ complex tax planning needs for their clients. Being a peer resource for ad-hoc cross-border tax questions.
Writing and contributing blogs and papers on tax-oriented topics for the firm’s website and to market the firm, with the firm’s support to showcase and expand your expertise and recognition as a cross-border and financial services expert in your chosen field.
Qualifications
15+ years of experience within a Big 4 international / global mobility service or equivalent cross-border tax advisory experience with a progressive career into a senior leadership role.
Canadian CPA/CA, US CPA required.
CFP designations desired (US and Canada)
Strong relationship management and communication skills
Proven leadership responsibilities.
This position is an exempt position. The annualized base pay range for…