We currently have a fantastic opportunity with a leading midsize firm in their US Tax team for a Manager/Senior Manager to focus on Individual Taxes. If you are looking to grow your career to a Partnership opportunity, this is the firm for you.

Performance Expectations

• Manage US and combined US-Canadian individual income and estate tax return preparation for:
• US citizens living in Canada, particularly entrepreneurs
• US residents working in Canada
• Canadians working and investing in the US
• Involved in engagement planning, budgeting, coordination of the compliance process and the collection of data, billing and building direct client relationships
• Maintain responsibility for the supervision of a team of preparers
• Cross-border income tax and estate planning
• Communicate with clients to facilitate return preparation
• Manage workflow between the local team and the team overseas
• Oversee and direct flow of information
• Review preparers’ work completed for accuracy
• Instruct and guide junior/intermediate preparers

Credentials

• Chartered Accountant designation (CA), Certified Public Accountant (CPA) or other professional accounting designation with experience will be considered
• A minimum of 5 years’ experience in a U.S. Tax Consulting role
• Knowledge and experience working in both Canadian and U.S. Tax individual tax compliance and planning
• Public Practice work experience
• Proven track record in building client relationships
• Experience in effectively managing and leading teams
• Comfortable with tax research methods and databases

Salary

• Competitive Salary based on Experience