US Senior Tax Associate

Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private Client is a firm that provides accounting and tax services primarily to clients in the US and Canada ranging in size from small owner-manager enterprises to large, privately held organizations, as well as individuals, trusts and partnerships.

The candidate will work with a team of accountants, lawyers and tax professionals. A confident individual who demonstrates initiative and motivation toward continuous improvement of self and firm processes, and who operates with a sense of urgency, and is looking to add value to their clients in a meaningful way is recommended for this position.

Primary Responsibilities

• Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates to US federal income tax compliance.
• Prepare and review of US personal tax returns, including Forms 1040, and 1040NR.
• Prepare and review international forms, including FinCEN 114, 3520/3520-A, 5471, 8858, 8621, and 8865.
• Research and analyze U.S. tax compliance issues, including, but not limited to residency status, income sourcing, foreign tax credits and treaty positions.
• Provide daily guidance, coaching, and technical development to junior tax team members.

Skills And Experience

• Minimum 3+ years of relevant US tax experience
• Completion of US CPA/EA or working towards completion, preferred.
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
• Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude.
• Passion to learn and grow and be an integral part of a high-performing team.