This role involves developing and implementing holistic income tax plans to enhance the client experience within CIBC Private Wealth
Job Summary
This role involves developing and implementing holistic income tax plans to enhance the client experience within CIBC Private Wealth.
Candidates must possess a robust network of connections in the income tax planning community with extensive experience serving high-net-worth individuals.
The position offers a competitive total rewards package including a salary range of $200,000 - $250,000, incentive compensation, and comprehensive benefits.
Matching Summary
This role involves developing and implementing holistic income tax plans to enhance the client experience within CIBC Private Wealth.
Salary
Base: $200,000 - $250,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, Paid Time Off, 401(k)
Skills & Requirements
Must-have
10-15+ years income tax planning experience
Bachelor's degree required
High-net-worth client network
Holistic income tax plan development
Tax compliance and planning expertise
Nice-to-have
Estate planning experience preferred
Insurance planning knowledge
Business succession planning skills
Philanthropic planning background
Strong verbal and written communication
Key Requirements
Bachelor's degree
10-15+ years of income tax planning experience
Legal eligibility to work in the specified location
Work Rights
Must be legally eligible to work at the location(s) specified