Cross-Border Tax & Estate Planning Specialist Lawyer

Cross-Border Tax & Estate Planning Specialist – Wealth Management Taxation | Scotia Wealth Management | Canada (National Travel Required)

Join a purpose-driven, high-performance team committed to delivering results within an inclusive and collaborative culture. This opportunity is part of Scotiabank’s wealth division, supporting sophisticated clients with complex cross-border tax and estate planning needs.

Position Overview

The Cross-Border Tax and Estate Planning Specialist plays a strategic role in enhancing the Total Wealth offering across Scotia Wealth Management. This senior advisory position partners with wealth advisors, planning specialists, and banking professionals to deliver advanced Canada–U.S. tax and estate planning expertise for high net worth (HNW) and ultra-high net worth (UHNW) clients.

This role integrates complex tax analysis into holistic wealth strategies, ensuring clients receive comprehensive planning solutions aligned with their cross-border financial realities.

Key Responsibilities

Advanced Tax & Estate Planning Support

• Collaborate with advanced planning specialists to develop sophisticated tax and estate strategies for HNW and UHNW individuals and families.

• Provide technical insight on cross-border taxation, trusts, intergenerational wealth transfer, succession planning, corporate reorganizations, philanthropy, and insurance planning.

• Deliver practical, actionable tax guidance that clients may implement with their own legal and tax advisors.

Cross-Border Expertise (Canada–U.S.)

• Advise on U.S. income, estate, and gift tax exposure for dual citizens, Canadian residents with U.S. assets, and individuals immigrating to or from the United States.

• Support planning for clients with U.S. beneficiaries, U.S.-situated assets, or frequent cross-border travel.

• Address life insurance, trust structuring, and intergenerational planning considerations involving U.S. persons.

Business & Corporate Tax Planning

• Provide insight into taxation of Canadian Controlled Private Corporations (CCPCs) and shareholder planning strategies.

• Advise on succession planning, business transition, corporate reorganizations, and private corporation tax optimization.

• Review and interpret financial statements and personal, trust, and corporate tax returns.

Thought Leadership & Business Development

• Develop and review cross-border tax and estate planning articles, white papers, and thought leadership materials.

• Participate in client meetings and business development initiatives when required.

• Share success stories and identify opportunities to enhance wealth advisory services.

Required Expertise & Skills

• Deep knowledge of Canada–U.S. cross-border tax planning and compliance.

• Strong understanding of federal and provincial/territorial tax law relating to individuals, trusts, estates, and private corporations.

• Ability to communicate complex legal and tax concepts clearly to advisors and clients.

• Strategic thinking, relationship-building, and influencing skills.

• Experience working independently and within multidisciplinary advisory teams.

• Willingness to travel nationally for internal meetings and conferences.

Qualifications

• University degree required.

• Professional designation such as CPA or LLB/JD.

• Completion of the CPA Canada In-Depth Tax Program or Master of Tax (MTax).

• Minimum 7 years of experience in cross-border tax and estate planning for HNW and UHNW clients.

Preferred Credentials

• Additional designations such as TEP, CFP, or CLU.

• In-Depth Tax Issues for the Owner-Managed Business certification.

• Strong understanding of financial products, wealth management solutions, and competitive marketplace practices.

Why This Role Matters

This position is ideal for an experienced cross-border tax professional seeking to work at the intersection of wealth planning, estate strategy, and advanced tax advisory. You will influence complex wealth decisions for sophisticated clients while contributing to innovative, integrated planning solutions within one of Canada’s leading wealth management organizations.

If you are a seasoned Canada–U.S. cross-border tax specialist with a passion for strategic planning and client impact, this opportunity offers a dynamic platform to elevate your expertise within a national wealth advisory team.