Cross-Border Tax Manager (CPA)

Beacon Hill Wealth Management ?? ??; Victoria; On-site; CAD 100,000 - 120,000; Full time

Benefits offered by this job

$100,000 – $120,000 base salary plus B

Four weeks' vacation from day one

No tax season. Read that again.

Competitive benefits package

Course and designation costs covered

Direct mentorship from a dual-design7

Small, sharp team in Victoria, BC

Modern tech stack and North American-d

Job summary

Beacon Hill Wealth Management, a dual-registered Canada–US portfolio firm in Victoria, BC, seeks an experienced cross-border CPA to lead tax advisory, firm finance, and regulatory compliance. This role evolves into Senior Cross-Border Tax Planner, CFO, and Chief Compliance Officer.

You will advise Americans relocating to Canada, untangle complex residency and treaty issues, and help shape cross-border strategy across North America. Office-based in Victoria.

Qualifications

• US CPA with 5–10 years of cross-border Canada–US tax experience.
• Canadian CPA designation is an asset.
• Ability to explain complex tax issues in plain English.

Responsibilities

• Oversee the firm's financial operations and coordinate with the external CPA.
• Manage quarterly GST filings and audit working papers.
• Support the CCO on regulatory filings (BCSC/SEC) and AML/ATF program upkeep.
• Guide Americans relocating to Canada through pre-arrival tax planning.
• Field cross-border tax questions and ongoing planning for clients.
• Quarterback planning with clients' CPAs; focus on advisory, not returns.
• Create cross-border tax content for national platforms.

Skills

Cross-border tax

Client advisory

Leadership

Regulatory compliance

Education

US CPA

Canadian CPA designation (asset)

Job description

If you've spent years in public practice grinding through tax seasons and you're ready to use that expertise differently — advising rather than preparing, building rather than billing — this is that move.

Beacon Hill Wealth Management is a dual-registered (BCSC/SEC) portfolio management firm with over $600 million in assets under management — and growing fast. We specialize in cross-border Canada–US wealth management, working with Americans building lives in Canada and Canadians with ties to the US — clients whose financial lives don't fit neatly on one side of the border.

We're hiring an experienced cross-border CPA for a role that doesn't really exist anywhere else: one seat combining tax advisory, firm finance, and regulatory compliance — with a genuine leadership track to match. The person who owns this role will grow into the firm's senior cross-border tax planner, CFO, and Chief Compliance Officer.

WHO YOU ARE

You're a US CPA with 5–10 years of cross-border Canada–US tax experience. Canadian CPA designation is an asset. You've sat across from clients and untangled genuinely hard problems — residency determinations, treaty tie-breaker positions, retirement accounts straddling the border, departure tax, FBAR and FATCA compliance — and explained them in plain English.

You're the person who catches the error everyone else missed. You don't wait to be told what's next; you see what needs doing and you do it. When something lands on your desk, it's handled — and people around you know it will be.

WHAT YOU'LL DO

Your foundation:

• Oversee the firm's financial operations — managing our bookkeeper and working alongside our external CPA
• Manage quarterly GST filings and prepare audit working papers for our external auditor
• Work alongside our CCO on the compliance backbone of the firm — operating in both the BCSC and SEC regulatory environments: regulatory filings, Form ADV updates, policy and procedures manual maintenance, AML/ATF program administration, trade pre-clearance, KYC documentation reviews, the compliance calendar, and annual board reporting
• Guide prospective clients — primarily Americans relocating to Canada — through pre-arrival tax planning and their transition to Beacon Hill
• Field cross-border tax questions from existing clients and contribute to their ongoing planning
• Quarterback planning implementation with clients' external CPAs — we advise, we don't prepare returns, so collaboration is the job
• Write cross-border tax content for a national audience across our publishing and education platforms
• Build the firm's internal cross-border tax curriculum so the entire team can speak the language

Where it leads, this role is built to grow into three seats:

1. Senior Cross-Border Tax Planner — the firm's technical authority on Canada–US planning, leading the advisory practice as it scales

2. CFO — full ownership of firm finance, reporting, and regulatory capital

3. Chief Compliance Officer — we'll fund and support the NI 31-103 proficiency path (Canadian Securities Course and the Chief Compliance Officers Qualifying Exam), and your compliance work at the firm builds the regulatory experience the role requires

This is a real succession plan with a defined timeline — not a carrot.

WHAT WE OFFER

• $100,000 – $120,000 base salary plus performance bonuses
• Four weeks' vacation from day one
• No tax season. Read that again.

We advise on planning year-round — nobody here works until midnight in April. No six-day weeks from February to June. No stacking 80 returns on your desk while you eat dinner at your keyboard. You'll use the same cross-border expertise you built in public practice, but you'll use it to actually think — advising clients on complex planning, not racing through compliance deadlines.

• Competitive benefits package
• Course and designation costs covered, including the CCO qualification path
• Direct mentorship from a dual-designated founder (CPA, CA / CPA (CO), CIM) with 20+ years of cross-border practice
• A small, sharp team in Victoria, BC — you'll work directly with the partners and the advisory team, not through layers of management
• A growing firm with a modern tech stack and clients across North America

WHERE YOU'LL WORK

Our lovely and comfortable office, centrally located in a heritage home on the periphery of downtown Victoria. We offer parking, a full chef's kitchen and a positive environment.

This is an in-office role based in our Victoria, BC office.