Tax Manager - US Tax

About This Role

This role involves managing US tax services for Canadian and foreign multinational businesses and privately held companies, ensuring compliance and identifying tax-saving opportunities. It suits a tax professional with strong technical skills and a commitment to client service and team development.

Responsibilities

• Review complex 1120s, 1065s, 1120-F branch, and treaty-based returns
• Review SALT returns
• Handle all aspects of client needs, from sending PBC requests to sending the final bill
• Serve as a Performance Advisor, mentor, or coach to one or more employees, providing honest and timely performance feedback (approximately 10-20% of time)
• Train and develop staff members (approximately 10-20% of time)
• Provide detailed review and analysis of complex tax returns, including reviewing PFICs, 8865s, 8858s, 1042s, 1099s, 5471s, 5472s, etc.
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team, managing risk for both the client and the firm
• Serve as the Tax client service coordinator for appropriate clients
• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities
• Review research findings and ensure conclusions are consistent with firm policies and professional standards
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Manage corporate client needs with respect to tax services and federal and state tax compliance
• Remain up-to-date on current tax practices and changes in tax law
• Other duties as assigned

Requirements

• BA/BS Degree – preferably in Accounting or related field of study
• CPA, JD, LLM, or EA
• Minimum of 5 years of experience in Public Accounting
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
• Experience with one or more of the following: S-Corps, C-Corps, or Partnerships
• Effective verbal and written communication skills

Nice to have:

• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Strong technical skills in accounting and tax preparation, industry specialization an asset
• Ability to handle multiple tasks simultaneously
• Experience preparing or reviewing accounting for income taxes in accordance with ASC 740’s
• Experience in dealing with international tax matters an asset

Benefits