Cross Border Tax Planning Consultant, Private Wealth
BMO US(1 month ago)
About this role
Specialist role providing wealth planning and tax expertise focused on Canada/US cross-border taxation for High Net Worth and Ultra High Net Worth clients. Partners with Relationship Managers and planning professionals to deliver comprehensive financial, tax, estate, trust and succession planning solutions to grow and retain client assets. Serves as a subject matter expert, develops training and client materials, and advises on emerging tax and legislative issues. Operates at an enterprise level to support senior leaders and enhance the client experience.
Required Skills
- Tax Planning
- Cross-Border Taxation
- Wealth Planning
- Financial Analysis
- Estate Planning
- Trusts
- Succession Planning
- Philanthropy
- Client Relations
- Communication
+2 more
Qualifications
- University Degree
- Post-Graduate Degree (Desirable)
- Relevant Professional Designation (Asset)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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