Tax Consulting Manager at Raymond James

Elevate your tax expertise with Raymond James as a Tax Consulting Manager. This role focuses on providing sophisticated tax solutions for cross-border financial matters and High Net Worth clients.

At Raymond James Ltd., you will report directly to the Vice President of Tax Consulting. Your mission includes delivering tax consulting for both Canadian and US clients, focusing on tax planning strategies like estate freezes and trust planning. Work alongside financial advisors to enhance client experiences through tailored tax guidance and support in complex tax issues.

Key Responsibilities:

• Deliver tax consulting services for personal and corporate clients

• Collaborate with financial advisors and trust officers

• Address cross-border tax inquiries efficiently

• Create educational materials on tax planning

• Liaise with legal professionals for tax strategy implementation

Requirements:

• Bachelor’s degree in business or finance

• CPA designation with 7 years of relevant experience

• Knowledge of Canadian and US tax regulations

• Strong analytical and critical thinking skills

• Bilingual skills are an asset

Leverage your experience in tax consulting to support clients at Raymond James and enhance their wealth management journey.
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