Income Tax Strategist

CIBC•San Francisco, CA

18h•Hybrid

About The Position

As an Income Tax Strategist, you are responsible for supporting and working closely with Business Development Officers, Relationship Managers, members of the Wealth Strategies team, and clients to develop and implement income tax planning as part of CIBC Private Wealth’s integrated wealth management process. In addition, you will help clients and prospects understand their tax compliance and planning. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

You have a Bachelor's degree.
You have tax planning experience.
You are a tax professional with at least 10-15+ years of income tax planning experience with expertise in income tax planning and accounting.
You have experience with high-net-worth clients and broad connections in the income tax planning community.
You possess excellent verbal and written communication skills, with demonstrated ability to present complex information to internal and external clients in a clear, focused and concise manner.
You possess strong analytical skills.
You have demonstrated experience identifying and quantifying problems and providing effective resolutions.
You are motivated by collective success.
You know that teamwork can transform a good idea into a great one.
You know that an inclusive team that enjoys working together can bring a vision to life.
You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

Experience in estate planning, insurance planning, business succession planning and philanthropic planning preferred.

Responsibilities

Liaise with Business Development Officers, Relationship Managers, Wealth Strategies team members, and clients in a consultative role, developing holistic income tax plans to enhance the overall client experience with CIBC Private Wealth.
Research and review income tax issues.
Assist with the review of income tax planning proposals and income tax compliance.
Prepare written and graphical summaries.
Support the business development effort by participating in prospect meetings and discussing possible tax planning for prospects.
Contribute to the development of educational and marketing materials.
Participate in educational seminars internally.
Present to client and intermediary groups externally.
Promote the wealth strategies offering across the firm.

Benefits

competitive total rewards package
expected salary range of $200,000 - $250,000
eligible to participate in the relevant business unit’s incentive compensation plan
discretionary bonus component
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave and Vacation)
Holidays
401(k)
banking benefits
wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.