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PwC

Cross Border Tax Private Wealth, Manager

PwC is hiring a Cross Border Tax Private Wealth, Manager in Toronto, Canada. It pays CAD 88k-CAD 138k a year and Level rates it ; you can apply on PwC.

Level's read on this job

  • Level rates this role Little AI ●○○○: aI is not part of the work.
  • PwC mentions visa sponsorship in this posting.
  • Tools and skills the posting cites include cross border tax, us tax and canadian tax.
  • Level classifies it as a senior role.
  • Level lists 3,700+ other open roles at PwC.

AI in this role

Advise ultra-high-net-worth individuals and families on complex cross-border Canadian and U.S. tax, trust, and estate planning strategies.

cross-border-taxus-taxcanadian-taxestate-planningwealth-management

Line of Service

Tax

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - Private Clients

Management Level

Manager

Job Description & Summary

A career within PwC Private's Cross Border Tax practice offers the opportunity to advise some of Canada's most iconic families and ultra-high-net-worth individuals who operate on both sides of the Canadian and U.S. border. Our team helps clients navigate Canadian and U.S. tax considerations across personal, trust, and corporate structures, designing and implementing tailored, multi-jurisdictional strategies that reflect the unique circumstances of U.S. citizens residing in Canada, Canadians with U.S. assets or family ties in the U.S., and intergenerational families with members on both sides of the border.

You’ll work alongside a dedicated team of cross-border tax specialists on engagements that span cross-border income and estate tax planning, helping families preserve, grow, and transition wealth across generations and jurisdictions. This includes but is not limited to U.S./Canadian trust structuring, CFC and PFIC analysis, foreign information reporting, and pre-immigration and pre-departure planning.

The Opportunity

As a Cross Border Tax Manager, you'll work as part of a team of problem solvers, helping to solve complex tax issues, deliver high-quality client service, and drive operational efficiency. Responsibilities include but are not limited to:

  • Navigate the complexities of cross-border tax engagements involving multidisciplinary teams to deliver integrated solutions.
  • Contribute technical knowledge of Canadian and U.S. personal, trust, and estate tax to every engagement.
  • Assist on cross-border structuring engagements, including the design and implementation of entity structures, including trusts, spanning Canada and the U.S., with attention to treaty application, entity classification, and downstream reporting impact.
  • Assist with technical U.S. tax analysis of foreign trusts and corporations held by U.S. persons, including their classification and reporting obligations.
  • Manage the efficient delivery of cross-border tax consulting and compliance engagements to our clients.
  • Uphold the firm's code of ethics and business conduct.

What you’ll bring

  • Canadian CPA Designation in good standing. Holding a U.S. CPA or Enrolled Agent (EA) designation is considered an asset. Completion of the CPA In-Depth Tax Course or a Master's in Tax is also considered an asset.
  • Demonstrate the ability to build client relationships and an expertise in Canada–U.S. cross-border tax for high-net-worth individuals, families, and trusts. This includes being able to effectively communicate complex tax issues to clients on a day-to-day basis.
  • Between 3-5 years of experience as a manager in public accounting is an asset, understanding engagement cadence, client dynamics, and how to elevate service.
  • Thrive under pressure by prioritizing effectively, managing multiple assignments, and staying organized without sacrificing quality.
  • Show an entrepreneurial and tech-curious mindset, committed to upskilling a digital world and open to new tools and ways of working.
  • Apply exceptional problem-solving and communication skills to deliver clarity and impact on conversations, writing, and presentations.

This newly created role reflects our commitment to growth and delivering distinctive value for our clients and stakeholders.

The salary range for this position is $87,700 - $137,700 CAD. The posted salary range represents the expected hiring range for PwC's Toronto office. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications, and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Why you'll love PwC

We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits, and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations, Métis and Inuit Peoples. We recognize the systemic racism, colonialism and oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Account Reconciliation, Active Listening, Analytical Thinking, Business Tax, Calculating Tax, Capital Gains Tax, Coaching and Feedback, Communication, Compliance Oversight, Compliance Support, Corporate Tax Planning, Corporate Tax Self Assessment, Creativity, Direct Tax, Domestic Restructuring (Taxes), Drafting Tax Documents, Embracing Change, Emotional Regulation, Empathy, Financial Statement Analysis, Inclusion, Income Tax Provisions, Information Gathering {+ 35 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

We’re committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.

The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).

Nous tenons à répondre à vos besoins tout au long du processus de demande d’emploi, d’entrevue et d’embauche. Si vous avez besoin de mesures d’adaptation pour être parfaitement à l’aise, faites-le-nous savoir à l’étape de la demande d’emploi.

L’utilisation de l’intelligence artificielle (IA) dans le domaine du recrutement en est à ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. À certains stades de notre processus de recrutement, nous comptons sur l’IA pour améliorer votre expérience. Par exemple, pendant l’examen du curriculum vitæ ou l’élaboration d’une liste de recommandations personnalisées, un agent conversationnel pourrait vous demander des précisions ou fixer avec vous un rendez-vous pour l’entrevue. L’IA nous aide à mieux lutter contre les préjugés, car l’évaluation des candidats se fait de façon juste et équitable, sans que les informations d’identification comme le nom ou le sexe soient connues. Elle nous permet également de mieux repérer les bons candidats pour un poste et d’évaluer le lien entre leurs compétences, leur expérience et leurs chances de réussir chez PwC Canada. Bien que l’IA facilite certaines étapes de notre processus de recrutement, les décisions finales d’embauche sont toujours prises par des personnes. Pour en savoir plus sur l’utilisation et la protection de vos données personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).

How we rate this

Cross Border Tax Private Wealth, Manager at PwC rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Cross Border TaxUs TaxCanadian TaxEstate PlanningWealth Management

Questions you could be asked

  1. Tell me about a project where cross border tax was part of your work. What did you do?
  2. Tell me about a project where us tax was part of your work. What did you do?
  3. Tell me about a project where canadian tax was part of your work. What did you do?
  4. Tell me about a project where estate planning was part of your work. What did you do?
  5. Tell me about a project where wealth management was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Cross Border Tax, Us Tax, Canadian Tax, Estate Planning, and Wealth Management. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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