Global Mobility Tax Manager advising multinational clients on Canadian and US individual tax compliance. Managing cross - border assignments, payroll analysis, and global client delivery teams.
About the role
- Tax and estate planner delivering advanced wealth planning for TD Private Wealth Management clients. Developing tax-efficient estates, philanthropic strategies, and US cross-border solutions for high-net-worth clients.
Responsibilities
- Provide high-net-worth tax and estate planning solutions to qualifying Private Wealth Management clients
- Help clients achieve financial objectives and peace of mind through advanced wealth planning
- Conduct in-depth discovery of client needs and address them through holistic Wealth Plans
- Identify referral opportunities and coordinate Partners/Advisors to execute integrated plans
- Cover estate planning matters and engage Accountants, Lawyers, and Business Succession Planners as subject-matter experts when required
- Develop tax-efficient estate plans, protect and increase wealth, support philanthropic planning, and address US cross-border issues
- Work with the direct manager to improve client experience, operational practices, Practice Management practices, and personal development
- Participate in the local community and support TD charity and community initiatives
- Foster a positive and constructive work environment
- Increase team planning knowledge through informal learning, lunch & learns, and other learning activities
- Demonstrate leadership and support the employee experience
Requirements
- Professional legal designation required: LLB, LLM, or JD
- Willing to complete CICA In Depth Tax course, levels 1 and 2, or Masters of Tax is required
- Certified financial planning designation is an asset: CFP or F. Pl.
- Minimum 10+ years of wealth planning experience gained through client contact or a technical advisory role to advisors
- Investment industry knowledge
- Estate and tax planning expertise
- Knowledge and experience working on advanced financial planning issues
- Strong passion and focus on delivering a first-class wealth planning experience
- Client service focus and orientation
- Self-starter who is results-oriented and completes work on time
- Ability to work effectively and collaboratively in a team environment
- Strong communication, presentation, time management, organizational skills, and work ethic
Benefits
- Base salary of $115,600 - $163,200 CAD
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular career, development, and performance conversations with manager
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accommodation support during the interview process
- Competitive benefits plan
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