Manager, Cross Border Personal Tax

• Manage a portfolio of cross-border personal tax clients from intake through filing and build lasting relationships
• Handle complex investment income, rental income, and rental properties for cross-border clients
• Review and prepare Canadian, US, and cross-border personal tax filings
• Advise clients directly on residency determinations, foreign tax credits, and treaty positions
• Lead, mentor, and manage a team, setting expectations and supporting technical and professional growth
• Create and deliver in-house training sessions throughout the year
• Use AI-powered tools to accelerate research, drafting, and review
• Monitor workflow and deadlines using cloud-based practice management tools
• Refine client service processes as the practice scales

• CPA designation required; US CPA or progress toward it considered an asset
• Strong Canadian personal tax experience and US personal tax experience required
• Experience through a few to several busy seasons with an accounting firm
• Experience managing or mentoring a team, or clear readiness to step into that role
• Genuine interest in client relationships
• Comfort working in a cloud-based, AI-enabled environment
• Experience with Case Ware Hybrid Cloud, Tax Cycle, and CCH Axcess is an asset
• Clear, proactive communication with clients and colleagues
• Trust and estate experience is a nice to have, not a requirement

Demonstrates expertise in managing cross-border personal tax clients, including Canadian and US tax filings, while fostering strong client relationships. Proven ability to lead and mentor teams, utilizing cloud-based and AI-powered tools to enhance efficiency and client service.

• CPA Designation
• Canadian Personal Tax Experience
• US Personal Tax Experience
• Team Management
• Cloud-Based Practice Management

• Cross-Border Tax Filings
• Investment Income Management
• Rental Income Management
• Residency Determinations
• Foreign Tax Credits
• Tax Treaty Positions
• Client Service Process Refinement

• Proactive Communication
• Client Relationship Management
• Mentoring

• CPA Designation
• US CPA (Asset)

• Personal Tax
• Trust and Estate Experience

• Case Ware Hybrid Cloud
• Tax Cycle
• CCH Axcess
• AI-Powered Tools