Senior Tax Manager at Waypoint in Ottawa

Senior Tax Manager at Waypoint in Ottawa

Ottawa Full-Time Remote
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Lead the US cross-border individual tax practice with Waypoint, an AI-native tax firm. Drive tax operations and AI processes for client success in a fully remote position.

Meridia Recruitment Solutions is seeking a Senior Tax Manager adept in US individual tax. This leadership role requires experience in team management, international tax expertise, and a passion for automation. You will engage with clients, mentor tax accountants, and refine AI agents to enhance workflow efficiency.

Key Responsibilities:

  • Design and improve AI agents with engineering teams
  • Own the engagement lifecycle from intake to filing
  • Track KPIs and uphold quality control standards
  • Lead and mentor senior tax accountants remotely
  • Manage a high-value portfolio of complex clients

Requirements:

  • 8+ years of US individual tax experience
  • At least 2 years as a team-leading Tax Manager
  • Expertise in Forms 1040, 2555, 1116, and others
  • Experience with CCH Axcess tax software
  • Ability to work independently in a remote setup

Become part of Waypoint's innovative tax firm, transforming how tax professionals operate with AI.

Senior Tax Manager at Waypoint in Ottawa employer: Meridia Recruitment Solutions, a KBRS Company

At Meridia Recruitment Solutions, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. As a Deputy CFO in the vibrant community of Prince Rupert, BC, you will not only play a pivotal role in shaping financial strategies but also benefit from professional growth opportunities and a supportive leadership team dedicated to your success. Join us to make a meaningful impact while enjoying the unique advantages of working in a dynamic port city.

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Contact Details:

Meridia Recruitment Solutions, a KBRS Company Recruitment Team