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Beacon Hill Wealth Management 🇨🇦 🇺🇸

Verified Job Source

Bridging Borders

Victoria, British Columbia

Investment Management
1–10 people

About

Beacon Hill Wealth Management provides solutions for clients with assets on both sides of the border. Whether you are moving across the border or inheriting assets, you can simplify your investments and accounts to better manage risk while minimizing cross-border issues with our integrated solutions. Beacon Hill Wealth Management is a team of wealth advisors with experience specifically in cross-border investment management. We focus first on understanding, then on finding solutions to manage and simplify your family’s financial life. This property is managed by Beacon Hill Wealth Management Ltd. Please read our disclosures here: https://beaconhillwm.ca/disclosures/

Open positions

Cross-Border Tax Manager (CPA)

On-site · Victoria

Oversee the firm's financial operations and regulatory compliance within BCSC and SEC environments. Provide expert cross-border tax advisory and planning for clients relocating between Canada and the US.