Cross-Border Tax Client Manager

Become a Cross-Border Tax Client Manager, leading tax filings for diverse clients and nurturing enduring relationships. This role requires expertise in personal tax and team leadership in a technologically advanced setting.

You will manage a robust portfolio of cross-border personal tax clients, addressing complex issues related to investment and rental income. Your responsibilities will include preparing tax filings, advising clients on crucial tax matters, and embracing AI tools to optimize workflows while enhancing team capabilities through training and mentorship.

Key Responsibilities:

• Manage diverse cross-border personal tax client portfolios

• Assess and prepare Canadian and US tax filings

• Advise clients on residency status and tax treaties

• Lead and mentor a team, fostering professional growth

• Utilize cloud technologies for efficient case management

Requirements:

• CPA designation mandatory; US CPA progress appreciated

• Extensive experience with Canadian and US personal taxation

• Proven team management or readiness to mentor

• Comfort in AI-enabled, cloud-based environments

• Excellent communication and client relationship management skills

Utilize your personal tax expertise to drive exceptional client service and lead a dedicated team.
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