Cross Border Tax Private Wealth Manager

About the role

PwC Canada is hiring a Cross Border Tax Manager for its Private Wealth practice in Toronto. The team advises iconic Canadian families and ultra-high-net-worth individuals who operate on both sides of the Canadian and U.S. border, covering personal, trust and corporate tax across jurisdictions. The role works with a team of cross-border tax specialists on income and estate tax planning, including U.S./Canadian trust structuring, CFC and PFIC analysis, foreign information reporting and pre-immigration and pre-departure planning.

Key responsibilities

• Navigate complex cross-border tax engagements with multidisciplinary teams to deliver integrated solutions.
• Contribute technical knowledge of Canadian and U.S. personal, trust and estate tax to every engagement.
• Assist on cross-border structuring, including designing and implementing entity structures such as trusts spanning Canada and the U.S., with attention to treaty application, entity classification and downstream reporting.
• Assist with technical U.S. tax analysis of foreign trusts and corporations held by U.S. persons, including classification and reporting obligations.
• Manage the efficient delivery of cross-border tax consulting and compliance engagements.
• Uphold the firm's code of ethics and business conduct.

Required profile

• Canadian CPA designation in good standing; a 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.
• Ability to build client relationships and explain complex tax issues to clients daily.
• 3-5 years of experience as a manager in public accounting is an asset.
• Ability to prioritize, manage multiple assignments and stay organized under pressure.
• Entrepreneurial, tech-curious mindset and strong problem-solving and communication skills.

What we offer

• Salary range of $87,700 - $137,700 CAD for the Toronto position, with possible variable incentive pay.
• A total rewards package described by the firm, including benefits and flexibility programs.