Tax Consulting Manager

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At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Tax Consulting Manager

CAN/US

How does the role impact the organization?

Reporting to the Vice President, Tax Consulting, you will provide responsive and effective tax consulting expertise as ongoing support to our Private Client Group financial advisors and their clients at Raymond James Ltd. and Raymond James (USA) Ltd. The position offers the opportunity to become a key resource in one of Canada's largest markets, joining an established team of wealth management professionals located across the country.

The successful candidate will provide tax guidance and planning solutions for cross-border tax issues such as US citizenship, US residency, US estate tax, US gift tax, immigration, emigration, and tax planning with US retirement plans. The role supports the business development of our Canadian and cross-border investment services by enhancing the client experience through an understanding of the tax and compliance complexities faced by cross-border taxpayers. The candidate must also have knowledge of common Canadian planning strategies for High Net Worth (HNW) clients such as trust planning, business succession, estate freezes, RCAs and IPPs, holding companies, and charitable gift planning.

What is the position responsible for?

• In conjunction with our financial advisors, deliver tax consulting services for personal, corporate, trust, and estate clients of Raymond James and its affiliated companies in Canada and the US through client meetings and written analysis;
• Partner effectively with our investment advisory teams, trust company division trust officers, charitable foundation, insurance agents, tax preparation services, and financial planners to offer comprehensive planning solutions to our clients;
• Respond to daily income tax planning and cross-border tax questions in a concise and timely manner using current and suitable sources for research;
• Assist with authoring client releasable educational materials on Canadian and cross-border tax planning via written materials, presentations, and social media;
• Maintain up-to-date knowledge and understanding of the Income Tax Act, the Internal Revenue Code, and international income tax conventions;
• Provide outstanding client service to our financial advisors and their clients by enhancing the client experience;
• Support our financial planners with respect to technical tax inquiries and reviews of cross-border financial plans;
• Review advisor-prepared marketing materials with tax content for accuracy and clarity;
• Liaise with outside tax and legal professionals to assist with tax strategy implementation; and
• Other duties and projects as assigned.

What can you expect from us?

Our most important investment is in people, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

'',''!*!

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Tax Consulting Manager

CAN/US

How does the role impact the organization?

Reporting to the Vice President, Tax Consulting, you will provide responsive and effective tax consulting expertise as ongoing support to our Private Client Group financial advisors and their clients at Raymond James Ltd. and Raymond James (USA) Ltd. The position offers the opportunity to become a key resource in one of Canada's largest markets, joining an established team of wealth management professionals located across the country.

The successful candidate will provide tax guidance and planning solutions for cross-border tax issues such as US citizenship, US residency, US estate tax, US gift tax, immigration, emigration, and tax planning with US retirement plans. The role supports the business development of our Canadian and cross-border investment services by enhancing the client experience through an understanding of the tax and compliance complexities faced by cross-border taxpayers. The candidate must also have knowledge of common Canadian planning strategies for High Net Worth (HNW) clients such as trust planning, business succession, estate freezes, RCAs and IPPs, holding companies, and charitable gift planning.

What is the position responsible for?

• In conjunction with our financial advisors, deliver tax consulting services for personal, corporate, trust, and estate clients of Raymond James and its affiliated companies in Canada and the US through client meetings and written analysis;
• Partner effectively with our investment advisory teams, trust company division trust officers, charitable foundation, insurance agents, tax preparation services, and financial planners to offer comprehensive planning solutions to our clients;
• Respond to daily income tax planning and cross-border tax questions in a concise and timely manner using current and suitable sources for research;
• Assist with authoring client releasable educational materials on Canadian and cross-border tax planning via written materials, presentations, and social media;
• Maintain up-to-date knowledge and understanding of the Income Tax Act, the Internal Revenue Code, and international income tax conventions;
• Provide outstanding client service to our financial advisors and their clients by enhancing the client experience;
• Support our financial planners with respect to technical tax inquiries and reviews of cross-border financial plans;
• Review advisor-prepared marketing materials with tax content for accuracy and clarity;
• Liaise with outside tax and legal professionals to assist with tax strategy implementation; and
• Other duties and projects as assigned.

What can you expect from us?

Our most important investment is in people, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

'',''!*!

Qualifications

• Bachelor's degree in business, Finance or related field, or an equivalent combination of experience and education;
• Completion of the CICA In-Depth Tax Course, Part I, II and III or Master's in Taxation;
• Accounting designation (CPA) required with at least 7 years of public practice experience in US personal tax, Canadian personal tax, Canadian corporate and trust tax, and estate tax planning;
• US CPA designation would be an asset;
• Experience building relationships through respect and authenticity, and collaborating with a diverse network of clients, prospects and business partners to create exceptional client experiences and solutions;
• Experience identifying and resolving diverse, complex, and ambiguous issues in a timely and practical manner using exceptional critical thinking and analytical skills;
• Experience working with IRS withholding tax forms, US and Canadian withholding tax on entitlements, and US retirement plan rules would be an asset;
• CFP (F.Pl.) and/or TEP designation would be an asset;
• Bilingual (French and English) skills would be an asset; and
• Successful recruit will be required to complete the US Chartered Retirement Planning Counselor designation (CRPC) or equivalent US planning designation within a reasonable time frame.

Salary Range: $120,000 - 140,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

'',''!*!

Qualifications

• Bachelor's degree in business, Finance or related field, or an equivalent combination of experience and education;
• Completion of the CICA In-Depth Tax Course, Part I, II and III or Master's in Taxation;
• Accounting designation (CPA) required with at least 7 years of public practice experience in US personal tax, Canadian personal tax, Canadian corporate and trust tax, and estate tax planning;
• US CPA designation would be an asset;
• Experience building relationships through respect and authenticity, and collaborating with a diverse network of clients, prospects and business partners to create exceptional client experiences and solutions;
• Experience identifying and resolving diverse, complex, and ambiguous issues in a timely and practical manner using exceptional critical thinking and analytical skills;
• Experience working with IRS withholding tax forms, US and Canadian withholding tax on entitlements, and US retirement plan rules would be an asset;
• CFP (F.Pl.) and/or TEP designation would be an asset;
• Bilingual (French and English) skills would be an asset; and
• Successful recruit will be required to complete the US Chartered Retirement Planning Counselor designation (CRPC) or equivalent US planning designation within a reasonable time frame.

Salary Range: $120,000 - 140,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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