Senior Tax Manager

Line of Service

Tax

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - General

Management Level

Manager

Job Description & Summary

A career within PwC Private's High Net Worth (HNW) practice offers the opportunity to advise some of Canada's most iconic families and individuals on the full spectrum of Canada–U.S. cross-border tax matters. Our HNW Cross Border team helps clients navigate U.S. and Canadian tax considerations across personal, trust, and corporate structures, designing and implementing tailored, multi-jurisdictional strategies that reflect the unique circumstances of HNW individuals, U.S. citizens residing in Canada, Canadians with U.S. assets or family ties, and intergenerational families with members on both sides of the border.

You'll work alongside a dedicated team of cross-border specialists on engagements that span cross-border income and estate tax planning, U.S./Canadian trust structuring, CFC and PFIC analysis, foreign information reporting, and pre-immigration and pre-departure planning, helping families preserve, grow, and transition wealth across generations and jurisdictions.

The Opportunity

As a 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. PwC Professional skills and responsibilities for this management level include but are not limited to:

- Technical / role-specific: 

• Navigate the complexities of cross-border tax engagements involving multidisciplinary teams to deliver integrated solutions. 
• Advise HNW individuals and families on Canada–U.S. cross-border income, estate, and gift tax planning, including planning for U.S. citizens resident in Canada, Canadians with U.S. assets or U.S.-resident beneficiaries, and pre-immigration and pre-departure scenarios. 
• Assist on cross-border structuring engagements, including the design and implementation of entity structures, including trusts, spanning Canada and the U.S., with attention to treaty application, entity classification, and downstream reporting impact. 
• Conduct technical analysis of foreign trusts, including classification, throwback exposure, DNI/UNI tracking, and the related U.S. reporting obligations.  
• Perform and review CFC and PFIC analyses and planning, including Subpart F, NCTI, and QEF modelling, and the supporting quantitative computations.  
• Assist on estate and intergenerational wealth transfer planning for cross-border families, including will and trust reviews, U.S. estate and gift tax exposure, and the integration of Canadian and U.S. rules, including life insurance considerations.  
• Build and review quantitative models and projections (e.g., basis tracking, foreign tax credits, departure tax, U.S. estate exposure, throwback) to quantify exposures and support client recommendations. 
• Review Canadian and U.S. personal and trust tax returns, as well as foreign information returns (e.g., Forms 3520, 3520-A, 5471, 8621, 8865, 8858, FBAR/FinCEN 114; T1135, T1141, T1142), to ensure that planning recommendations are correctly implemented and reported. 
• Identify and communicate cross-border tax risks to engagement teams and clients through technical memos, red-flag reports, and client-ready summaries. 
• Stay current on Canadian and U.S. tax legislation, treaty developments, IRS and CRA guidance, and emerging cross-border planning trends, and develop subject matter expertise in your area of specialization. 

- PwC Professional / leadership: 

• Initiate open and candid coaching conversations at all levels. 
• Move easily between big picture thinking and managing relevant detail. 
• 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. 

What you’ll bring

• Experience in public accounting, handling complex Canada-U.S. cross-border tax planning and compliance for high-net-worth clients, with knowledge of Canadian and U.S. tax rules and legislation. 
• Practical experience with CFC and PFIC calculations, as well as foreign trust reporting and estate tax filings.  
• Between 3-4 years of experience in a manager level or a similar role within an accounting firm, delivering tax consulting and compliance services, as well as cross-border estate tax planning experience.
• Canadian CPA designation or US CPA Enrolled Agent (EA) designation, all in good standing (required).
• Superior problem-solving skills, excellent verbal, written, and presentation skills.
• Strong analytical capability, sound business sense and creative mind that have earned you a reputation for providing excellence in client service.   
• Proven ability to manage multiple assignments, clients, and staff, ensuring efficient and effective project delivery. 
• Demonstrated business development skills and enthusiasm for contributing to the growth of the high-net-worth practice. 
• Ability to manage, develop, retain, and mentor junior tax professionals, fostering a collaborative and growth-oriented team environment. 
• Strong research, organizational skills, the ability to work effectively under pressure, and a proactive attitude. 
• The successful candidate requires fluency in English, in addition to French as they will be required to support or collaborate with English-speaking clients, colleagues and/or stakeholders during their employment with PwC Canada.

This newly created role reflects our commitment to growth and delivering distinctive value for our clients and stakeholders.   

The salary range for this position is $128,900 - $178,900. The posted salary range represents the expected hiring range for PwC locations in major city centers. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements.  We are committed to offering competitive compensation and adhering to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.  

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: https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations, Métis and Inuit Peoples. We recognize the systemic racism, colonialism and oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity. 

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Account Reconciliation, Active Listening, Analytical Thinking, Business Tax, Calculating Tax, Capital Gains Tax, Coaching and Feedback, Communication, Compliance Oversight, Compliance Support, Corporate Tax Planning, Corporate Tax Self Assessment, Creativity, Direct Tax, Domestic Restructuring (Taxes), Drafting Tax Documents, Embracing Change, Emotional Regulation, Empathy, Financial Statement Analysis, Inclusion, Income Tax Provisions, Information Gathering {+ 35 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

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

The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).

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.

L’utilisation de l’intelligence artificielle (IA) dans le domaine du recrutement en est à ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. À certains stades de notre processus de recrutement, nous comptons sur l’IA pour améliorer votre expérience. Par exemple, pendant l’examen du curriculum vitæ ou l’élaboration d’une liste de recommandations personnalisées, un agent conversationnel pourrait vous demander des précisions ou fixer avec vous un rendez-vous pour l’entrevue. L’IA nous aide à mieux lutter contre les préjugés, car l’évaluation des candidats se fait de façon juste et équitable, sans que les informations d’identification comme le nom ou le sexe soient connues. Elle nous permet également de mieux repérer les bons candidats pour un poste et d’évaluer le lien entre leurs compétences, leur expérience et leurs chances de réussir chez PwC Canada. Bien que l’IA facilite certaines étapes de notre processus de recrutement, les décisions finales d’embauche sont toujours prises par des personnes. Pour en savoir plus sur l’utilisation et la protection de vos données personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).