U.S. Tax – Associate

Grewal Guyatt LLP; Richmond Hill; On-site; CAD 85,000 - 110,000; Full time

Job summary

Grewal Guyatt LLP in Richmond Hill, Ontario, is seeking a U.S. Tax Associate to join our cross-border tax practice. You will work with experienced professionals to deliver U.S.

federal and state tax services for individuals and entities, while expanding your technical capabilities in a fast-paced environment. The role offers opportunities to mentor junior staff, participate in process improvements, and interact with clients to request information and address notices from the IRS and state

Qualifications

• Undergraduate degree in Accounting and/or equivalent years of professional experience.
• U.S. CPA or Enrolled Agent (EA) or actively pursuing designation.
• Master of Taxation (U.S. focus) is considered an asset.
• 3-5 years of experience in U.S Tax from a public accounting firm.
• Experience using professional U.S. tax preparation software; experience with CCH Axcess.
• Demonstrated experience preparing U.S. individual tax returns (Forms 1040 and 1040-NR).
• Working knowledge of U.S. international tax reporting, including PFIC rules and reporting (Form 8621).
• Exposure to U.S. corporate tax returns (Forms 1120 and 1120-F) is required.
• Familiarity with U.S. estate and gift tax filings is an asset.
• Knowledge of Canadian tax legislation is an asset.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines and prioritize work effectively in a professional services environment.

Responsibilities

• Prepare U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including returns of moderate complexity.
• Prepare and maintain supporting workpapers in accordance with firm methodology and professional standards.
• Assist with U.S. tax compliance filings, including Forms 1040, 1040-NR, 1120, 1120-F, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.
• Support the preparation of U.S. estate and gift tax filings (Forms 706-NA and 709), where applicable.
• Conduct tax research related to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI, and summarize findings for senior team members.
• Communicate with clients to request information, clarify tax matters, and follow up on outstanding documentation.
• Assist in responding to IRS and state tax authority notices and correspondence.
• Collaborate with engagement teams, managers, and partners to meet filing deadlines and client deliverables.
• Support onboarding of new clients, including gathering required documentation and setting up compliance processes.
• Contribute to process improvements and knowledge sharing within the U.S. Tax division.
• Train and mentor junior staff.

Skills

Communication skills

U.S. Tax experience

Cross-border tax

Analytical thinking

Education

Undergraduate degree in Accounting

U.S. CPA or Enrolled Agent

Master of Taxation (U.S. focus)

Tools

CCH Axcess

Job description

About Grewal Guyatt

Grewal Guyatt LLP is a leading professional services firm based in Richmond Hill, Ontario, providing Accounting and Assurance, Tax Advisory, Business Valuations, Transaction Advisory, Litigation Support, and U.S. Tax services. Over the past decade, the firm has experienced exponential growth, establishing itself as one of the premier professional services firms in the Greater Toronto Area. We proudly serve a diverse client base that includes high-net-worth families, real estate developers, manufacturing and distribution businesses, farming operations, software development companies, professionals, nationally recognized organizations, professional athletes, and not-for-profit entities.

Our continued success is driven by our people. As our firm has grown, so too have the opportunities for our team members. We are committed to fostering a collaborative, inclusive, and supportive workplace where employees are empowered to build rewarding careers, expand their expertise, and develop into the future leaders of our firm. We recognize and reward performance with competitive compensation, ongoing professional development, and a culture built on respect, approachability and an open-door philosophy.

Joining Grewal Guyatt means becoming part of a firm that invests in your success. We offer meaningful career growth opportunities, employee-appreciation paid days off, annual performance-based bonuses, client and employee referral programs, competitive vacation and a comprehensive benefits package designed to support your personal and professional well-being.

Role Overview

As the U.S. Tax Associate, you will support cross-border tax engagements while collaborating closely with team members and senior professionals to deliver high-quality work in a fast-paced environment. You will gain exposure to a diverse range of U.S. tax matters, expanding your technical skills and client communication while managing multiple priorities, meeting key deadlines, and taking on increasing responsibility over time.

Duties and Responsibilities:

• Prepare U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including returns of moderate complexity.
• Prepare and maintain supporting workpapers in accordance with firm methodology and professional standards.
• Assist with U.S. tax compliance filings, including Forms 1040, 1040-NR, 1120, 1120-F, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.
• Support the preparation of U.S. estate and gift tax filings (Forms 706-NA and 709), where applicable.
• Conduct tax research related to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI, and summarize findings for senior team members.
• Communicate with clients to request information, clarify tax matters, and follow up on outstanding documentation.
• Assist in responding to IRS and state tax authority notices and correspondence.
• Collaborate with engagement teams, managers, and partners to meet filing deadlines and client deliverables.
• Support onboarding of new clients, including gathering required documentation and setting up compliance processes.
• Contribute to process improvements and knowledge sharing within the U.S. Tax division.
• Train and mentor junior staff.

Requirements

• Undergraduate degree in Accounting and/or equivalent years of professional experience.
• U.S. CPA or Enrolled Agent (EA) or actively pursuing designation.
• Master of Taxation (U.S. focus) is considered an asset.
• 3-5 years of experience in U.S Tax from a public accounting firm.
• Experience using professional U.S. tax preparation software; experience with CCH Axcess.
• Demonstrated experience preparing U.S. individual tax returns (Forms 1040 and 1040-NR).
• Working knowledge of U.S. international tax reporting, including:
• PFIC rules and reporting (Form 8621)
  • Subpart F and GILTI provisions
• Foreign reporting forms (5471, 5472, FinCEN 114)
• U.S. trust reporting (Forms 3520 and 3520-A).
• Exposure to U.S. corporate tax returns (Forms 1120 and 1120-F) is required.
• Familiarity with U.S. estate and gift tax filings is an asset.
• Knowledge of Canadian tax legislation is an asset.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines and prioritize work effectively in a professional services environment.

Accessibility & Accommodation

Grewal Guyatt LLP is committed to providing an inclusive and accessible recruitment process and workplace. We welcome and encourage applications from people with disabilities.

Accommodations are available upon request throughout the recruitment and hiring process, including during interviews and assessments, in accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and its regulations.

If you require accommodation at any stage of the recruitment process, please let us know and we will work with you to meet your needs.

Use of Artificial Intelligence (AI)

At Grewal Guyatt LLP, we use AI to support and enhance our recruitment process, including administrative tasks such as organizing applications and identifying relevant qualifications. AI is used only as a support tool; every hiring decision is made by our hiring managers and recruitment team.

We are committed to using AI responsibly, with appropriate privacy, security, and ethical safeguards, while ensuring people remain at the center of every hiring decision.