Income Tax Strategist
About The Position
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. 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
- Bachelor's degree.
- Tax planning experience.
- At least 10-15+ years of income tax planning experience with expertise in income tax planning and accounting.
- Experience in estate planning, insurance planning, business succession planning and philanthropic planning preferred.
- A network.
- Experience with high-net-worth clients and broad connections in the income tax planning community.
- 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.
- Strong analytical skills.
- Demonstrated experience identifying and quantifying problems and providing effective resolutions.
- Motivated by collective success.
- Values matter to you.
- Bring your real self to work and live our values - trust, teamwork, and accountability.
- Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
- May be asked to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office).
Nice To Haves
- Experience in estate planning, insurance planning, business succession planning and philanthropic planning.
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
- 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)
- Competitive total rewards package
- Incentive compensation plan
- Discretionary bonus component
- Banking benefits
- Vacation offering
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
5,001-10,000 employees
