Tax Consulting Manager

About the role

The Tax Consulting Manager will support Raymond James’ Private Client Group advisors and their clients across Canada and the United States. Reporting to the Vice President of Tax Consulting, you will provide expert tax guidance on complex cross‑border and high‑net‑worth issues, helping to enhance the client experience and drive business development.

Key responsibilities

• Deliver tax consulting services for personal, corporate, trust and estate clients through meetings and written analysis.
• Partner with investment advisors, trust officers, charitable foundations, insurance agents and financial planners to create comprehensive planning solutions.
• Respond promptly to daily income‑tax and cross‑border tax inquiries using current research sources.
• Author client‑facing educational materials, presentations and social‑media content on Canadian and cross‑border tax planning.
• Maintain up‑to‑date knowledge of the Income Tax Act, the Internal Revenue Code and international tax conventions.
• Support financial planners with technical tax questions and review cross‑border financial plans.
• Review advisor‑prepared marketing materials for tax accuracy and clarity.
• Liaise with external tax and legal professionals to implement tax strategies.

Required profile

• Professional experience in tax consulting, preferably serving high‑net‑worth or cross‑border clients.
• Strong knowledge of Canadian tax planning strategies (trusts, estate freezes, RCAs, IPPs, holding companies, charitable gifting).
• Familiarity with U.S. tax issues such as citizenship, residency, estate and gift tax, and retirement plan planning.
• Excellent communication skills and ability to work collaboratively with multidisciplinary teams.

Required skills

• Tax consulting expertise
• Cross‑border tax knowledge
• Canadian tax law (Income Tax Act)
• U.S. tax law (Internal Revenue Code)
• International tax conventions