Cross Border Tax Manager – Private Wealth

About the role

Join PwC Private's Cross Border Tax practice and advise Canada’s most prominent families and ultra‑high‑net‑worth individuals who operate across the Canadian‑U.S. border. You will help design and implement multi‑jurisdictional tax strategies for personal, trust and corporate structures, ensuring seamless wealth preservation and transition.

Key responsibilities

• Navigate complex cross‑border tax engagements with multidisciplinary teams to deliver integrated solutions.
• Provide technical expertise on Canadian and U.S. personal, trust, and estate tax matters for each engagement.
• Assist in designing and implementing entity structures, including trusts, across Canada and the U.S., with attention to treaty application, entity classification and reporting impacts.
• Conduct U.S. tax analysis of foreign trusts and corporations held by U.S. persons, addressing classification and reporting obligations.
• Manage efficient delivery of cross‑border tax consulting and compliance engagements.
• Uphold PwC’s code of ethics and business conduct.

Required profile

• Canadian CPA designation in good standing.
• U.S. CPA or Enrolled Agent (EA) designation is an asset.
• Completion of the CPA In‑Depth Tax Course or a Master’s in Tax is an asset.
• Proven ability to build client relationships and communicate complex tax issues to high‑net‑worth individuals and families.
• 3‑5 years of experience as a manager in public accounting (asset).
• Strong organizational skills and ability to prioritize multiple assignments under pressure.

Required skills

• Canadian personal, trust and estate tax knowledge.
• U.S. personal, trust and estate tax knowledge.
• Cross‑border tax structuring and treaty application.
• Trust structuring across Canada and the U.S.
• CFC and PFIC analysis.
• Foreign information reporting.
• Pre‑immigration and pre‑departure tax planning.