
Income Tax Strategist
Canadian Imperial Bank of Commerce, San Francisco, CA, United States
**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.* **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.*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** 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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
#J-18808-Ljbffr