Senior Tax Manager

3 days ago Be among the first 25 applicants

• CPA designation (Canada) is required
• Minimum 5 years’ hands‑on experience in both U.S. individual taxation and Canadian cross‑border issues (treaty familiarity required)
• Exposure to or direct experience with U.S. personal tax filings (e.g., Form 1040, FBAR, FATCA)
• Strong communication and interpersonal skills; able to explain complex tax issues clearly to clients
• Experience working with small teams or boutique firms is a plus
• Interest in or experience with expatriate taxation or cross‑border compliance is preferred
• Familiarity with renunciation or streamlined filing procedures is a strong asset

As a Senior Cross‑Border Tax Manager, you will lead the preparation and review of complex U.S. and Canadian personal (and, if experienced, corporate) tax returns for clients with cross‑border footprints. While the immediate focus is on compliance, the role will quickly expand into residency and treaty‑based planning as you collaborate directly with Kevin.

• Prepare and review U.S. and Canadian individual tax returns, ensuring seamless coordination of cross‑border issues.
• Optional: prepare and review Canadian corporate filings if you bring that expertise.
• Manage planning engagements involving the U.S.–Canada tax treaty, foreign tax credits, residency determinations, and departure/entry strategies.
• Research complex cross‑border matters; draft technical memoranda and client deliverables.
• Correspond with the CRA and IRS.
• Supervise, mentor, and review the work of junior staff, fostering their technical and professional growth.
• Oversee each engagement from budgeting and scheduling through billing and post‑engagement follow‑up.

• Minimum 5 years’ hands‑on experience in both U.S. individual taxation and Canadian cross‑border issues (treaty familiarity required).
• Proven ability to run engagements independently—including planning, client communication, and invoicing.
• Exceptional written and verbal communication skills.
• Experience supervising and coaching staff in a small‑firm environment is strongly preferred.

Our Culture & Work Schedule

• Busy seasons:
  Feb 15 – Jun 15, Sep 1 – Oct 15. Expect roughly 50–55 hours per week during these periods.
• Flexible periods:
  Outside busy seasons you set your own schedule; we offer unlimited unpaid personal time off.
• Salary is agreed annually, then divided by the annual hours worked to determine your hourly rate.
• Annual bonus based on both individual and firm profitability.
• Option for bi‑weekly salary with year‑end adjustment, but most employees enjoy our hourly approach.
• Medical allowance of $2,500 per year.
• First three months: on‑site in our office (five days per week) to ensure a smooth integration.
• Afterward: hybrid model—work 1–5 office days per week based on your preference and workload.

We believe this structure supports both professional advancement and a healthy work‑life balance. If you thrive in a collaborative environment and enjoy solving cross‑border tax puzzles, we’d love to meet you.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Travel Arrangements