US Tax Preparer

Overview

We are seeking a Tax Professional with U.S. and cross-border tax expertise to manage and execute tax compliance engagements for individuals and corporate clients, including high-net-worth cross-border planning. The role requires collaboration with leadership, client engagement management, and business development participation.

• Plan, manage, and execute tax compliance engagements for:
• U.S. citizens, residents, and nonresidents residing in the U.S. and abroad.
• U.S. corporations and Canadian corporations conducting business in the U.S.
• Provide cross-border tax planning for high-net-worth clients.
• Identify, analyze, and document tax issues; prepare detailed tax correspondence.
• Represent clients before the IRS and state tax authorities.
• Collaborate in pre- and post-engagement discussions; manage client engagements within defined scope, budget, and timelines.
• Maintain clear communication with leadership on project progress and challenges.
• Contribute to business development initiatives and participate in professional growth activities.
• Actively support team efforts and organizational initiatives.

• Comprehensive knowledge of U.S. and cross-border personal tax compliance, including:
• Form 1040 series (1040/1040NR).
• International information returns (e.g., FinCEN 114, 3520/3520A, 5471, 8621, 8858, 8865, and 8938).
• Familiarity with U.S. corporate tax return preparation is an asset.
• Hands-on experience with U.S. Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709).
• Skilled in IRS representation and tax resolution.

• Bachelor’s Degree in Accounting or Master’s in Taxation.
• Professional designation (Canadian CPA or U.S. CPA).
• At least 5 years of experience in U.S. and cross-border tax compliance and planning.
• Proficiency in tools such as Tax Prep, CCH Axcess, BNA Tax Research, Case Ware, and Microsoft Office Suite.
• Strong organizational, analytical, and communication skills, with a keen eye for detail.
• Effective both independently and within collaborative team environments.

• Associate

• Full-time

• Accounting/Auditing

• Financial Services and Accounting

Toronto, Ontario, Canada

CA $55,000.00 - CA $70,000.00