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.
Responsibilities
- 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.
Skills and Competencies
- 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.
Qualifications
- 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 TaxPrep, CCH Axcess, BNA Tax Research, CaseWare, and Microsoft Office Suite.
- Strong organizational, analytical, and communication skills, with a keen eye for detail.
- Effective both independently and within collaborative team environments.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Accounting/Auditing
Industries
- Financial Services and Accounting
Location
Toronto, Ontario, Canada
Compensation
CA$55,000.00 - CA$70,000.00
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US Tax Preparer in Oakville employer: DM Elite Talent
DM Elite Talent is an exceptional employer that values its employees by fostering a collaborative and supportive work culture. As a Union Supervisor, you will benefit from comprehensive training and growth opportunities while working in a dynamic warehouse environment that prioritizes safety and efficiency. With a commitment to employee well-being and a focus on continuous improvement, this role offers a rewarding experience for those looking to make a meaningful impact in their careers.
