JobMesh

Income Tax Strategist

CIBC · San Francisco, California, US

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...

Job description

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. To learn more about CIBC, please visit CIBC.com What you'll be doing: 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. How you'll succeed: Income Tax Planning : Liaise with Business Development Officers, Relationship Managers, Wealth Strategies team members, and clients in a consultative role, developing holistic income tax plans to enhance...