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Provide expert tax consulting and planning solutions for cross-border tax issues to financial advisors and high-net-worth clients. Collaborate with internal advisory teams and external professionals to deliver comprehensive tax strategies and educational materials.
Requires a Bachelor's degree, a CPA designation, and at least 7 years of public practice experience in US and Canadian tax planning. Completion of the CICA In-Depth Tax Course or a Master's in Taxation is required.
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?
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
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 [email protected]. 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.
Power of Personal
Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).
Offices: 40 King Street west. P.O. Box 415, Toronto, ON M5H 3Y2, CA · Cathedral Place, Vancouver, BC V6C 3L2, CA
