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 the overall client experience with CIBC Private Wealth.
Research & Review: Research and review income tax issues. Assist with the review of income tax planning proposals and income tax compliance. Prepare written and graphical summaries.
Business Development Support: Support the business development effort by participating in prospect meetings and discussing possible tax planning for prospects.
Thought Leadership: Contribute to the development of educational and marketing materials.
External & Internal Engagement: Participate in educational seminars internally. Present to client and intermediary groups externally. Promote the wealth strategies offering across the firm.
Who you are
Education: You have a Bachelor's degree.
You have tax planning experience. You are a tax professional with 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.
You have a network. You have experience with high-net-worth clients and broad connections in the income tax planning community.
You are a strong communicator. You possess 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.
You possess strong analytical skills. You have demonstrated experience identifying and quantifying problems and providing effective resolutions.
You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
California residents — your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 - $250,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
CA - San Francisco - 101 2nd St.Employment Type
RegularWeekly Hours
40Skills
Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management