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About the Role

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.

Responsibilities

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 investment advisory teams, trust company division trust officers, charitable foundation, insurance agents, tax preparation services, and financial planners to offer comprehensive planning solutions.
Respond to daily income tax planning and cross-border tax questions concisely and timely using current and suitable research sources.
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 financial advisors and their clients by enhancing the client experience.
Support 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.
Perform other duties and projects as assigned.

Requirements

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.
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.
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.

Skills

Tax guidance and planning solutions for cross-border tax issues (US citizenship, US residency, US estate tax, US gift tax, immigration, emigration, tax planning with US retirement plans).
Knowledge of common Canadian planning strategies for High Net Worth (HNW) clients (trust planning, business succession, estate freezes, RCAs and IPPs, holding companies, charitable gift planning).
Experience working with IRS withholding tax forms, US and Canadian withholding tax on entitlements, and US retirement plan rules.
Bilingual (French and English) skills.

Location

Canada
USA

Work Type

Full-time

Experience Level

7 years of public practice experience

Education Level

Bachelor’s degree in business, Finance or related field
CICA In-Depth Tax Course, Part I, II and III or Master’s in Taxation
Accounting designation (CPA)
US CPA designation
CFP (F.Pl.) and/or TEP designation
US Chartered Retirement Planning Counselor designation (CRPC) or equivalent US planning designation

Salary/Compensations

$120,000 - $140,000 annually
competitive performance bonuses/incentives

Benefits

Flexible workstyles
Competitive compensation and benefits package
Health Benefits
RRSP Matching Program
Employee Stock Purchase Plan
Paid Time Off
Volunteer Days
Discretionary Bonuses
Tuition Reimbursement

About the Company

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.
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Our most important investment is in people.
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.
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.

Equal Opportunity

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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.