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PwC Private, Cross Border Tax, Senior Manager

PwC
Montreal
$160K a year (estimated)
Full-time

Description

SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition.

Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals.

You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

PwC’s High Net Worth (HNW) practice is a core part of PwC Private, supporting High New Worth Individuals and some of Canada’s most iconic families with a range of tax and business advisory needs.

This cross border role sits within our HNW practice and will be focussed on assisting HNW families with cross border tax issues.

Specifically, the role will assist in structuring estate planning for families with US citizen family members and also with Canadians having US assets and ties.

Meaningful work you’ll be part of

As a PwC Private Cross Border Tax Senior Manager, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.

Responsibilities include but are not limited to :

  • Navigate the complexities of cross-border and / or diverse teams and engagements.
  • Help clients design and implement personal and customized service plans that are unique to privately owned entities, entrepreneurs, and high net worth (HNW) individuals.
  • Assist the team to focus on key issues like wealth management, compliance, equity expansion, divestiture, exit strategies and intergenerational wealth transfers.
  • Initiate open and candid coaching conversations at all levels.
  • Move easily between big picture thinking and managing relevant detail.
  • Develop subject matter expertise in your area of specialization. Stay informed about tax rules, regulations, and complexities in both Canada and the US.
  • Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
  • Encourage everyone to have a voice and invite opinions from all, including quieter members of the team.
  • Initiate and lead open conversations with teams, clients and stakeholders to build trust.
  • Uphold the firm's code of ethics and business conduct.

Experience and skills you'll use to solve

  • Prior experience in a public accounting firm or law firm is required.
  • Experience in dealing with complex cross-border Canada and US income and estate planning matters for HNW individuals, shareholders, and beneficiaries including planning and restructuring is required.
  • Master's degree in Tax or Completion of Levels I, II and III of the CPA In-depth Tax Course is considered an asset.
  • CPA, CA, LLB or other relevant professional designation.
  • Good understanding of Canadian tax rules and issues facing HNW clients with corporations and trusts.
  • Technically engaged in understanding complex Canadian and US tax legislation.
  • Trust and Estate Practitioner designation (TEP) would be an asset.
  • Proven ability to manage multiple assignments, clients and staff.
  • Strong research, analytical, organization, and communication skills, the ability to work effectively under pressure, and a proactive attitude.
  • Demonstrated business development skills and enthusiasm about contributing to the growth of the HNW practice.
  • Ability to manage, develop, retain and mentor junior tax professionals.
  • Superior problem-solving skills, excellent verbal, written and presentation skills.
  • When applying to a Quebec based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset.

Why you’ll love PwC

We’re inspiring and empowering our people to change the world. Powered by the latest technology, you’ll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes.

This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life.

Learn more about our Application Process and Total Rewards Package at :

The most connected firm through activity based working

PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive.

We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it’s done.

PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it’s in the office or at a client site.

This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm.

Exact expectations for your team can be discussed with your interviewer.

Education

Degrees / Field of Study required : Degrees / Field of Study preferred :

Certifications

Required Skills

Optional Skills

Desired Languages

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

Government Clearance Required?

Job Posting End Date

At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We’re committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong.

We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.

We’re committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

To learn more about inclusion and diversity at PwC Canada : . Be a part of The New Equation.Chez PwC Canada, notre atout le plus précieux, c’est notre personnel.

Et c’est en apprenant les uns des autres que nous devenons plus forts. Nous avons à cœur de créer une communauté équitable et inclusive de professionnels de la résolution de problèmes, dans laquelle chacun se sent vraiment à sa place.

Nous savons que l’expérience peut prendre diverses formes et, pour nous, donner confiance au public et résoudre des problèmes importants n’est possible que si notre milieu de travail reflète la diversité de la société dans laquelle nous vivons.

Nous tenons à répondre à vos besoins tout au long du processus de demande d’emploi, d’entrevue et d’embauche. Si vous avez besoin de mesures d’adaptation pour être parfaitement à l’aise, faites-le-nous savoir à l’étape de la demande d’emploi.

Pour en savoir plus sur l’inclusion et la diversité chez PwC Canada : . Faites partie de La Nouvelle équation.

30+ days ago
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