US Senior Tax Associate

Moodys Private Client Law LLP; Calgary; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

Moodys Private Client Accounting, part of Moodys Private Client, is seeking an experienced US tax professional to join a Canada-based team of accountants, lawyers and tax professionals in Calgary. You will handle US federal and international tax compliance, mentor junior staff, and contribute to service quality for US and Canadian clients.

The role emphasizes timely delivery, initiative, and collaboration within a high-performing team to add value to clients and firm processes.

Qualifications

• Minimum 3+ years of relevant US tax experience.
• Completion of US CPA/EA or working towards completion, preferred.
• Strong time management, communication, and problem-solving skills.

Responsibilities

• Demonstrate a thorough understanding of US federal income tax concepts and applications.
• Prepare and review US personal tax returns, including Form 1040 and 1040NR.
• Prepare and review international forms (FinCEN 114, 3520/3520-A, 5471, 8858, 8621, 8865).
• Research and analyze US tax compliance issues including residency status and treaty positions.
• Provide daily guidance and technical development to junior tax team members.

Skills

US tax

CPA/EA

Time management

Communication

Mentoring

Education

US CPA/EA credential in progress

Job description

Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private Client is a firm that provides accounting and tax services primarily to clients in the US and Canada ranging in size from small owner-manager enterprises to large, privately held organizations, as well as individuals, trusts and partnerships.

The candidate will work with a team of accountants, lawyers and tax professionals. A confident individual who demonstrates initiative and motivation toward continuous improvement of self and firm processes, and who operates with a sense of urgency, and is looking to add value to their clients in a meaningful way is recommended for this position.

Primary Responsibilities

• Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates to US federal income tax compliance.
• Prepare and review of US personal tax returns, including Forms 1040, and 1040NR.
• Prepare and review international forms, including FinCEN 114, 3520/3520-A, 5471, 8858, 8621, and 8865.
• Research and analyze U.S. tax compliance issues, including, but not limited to residency status, income sourcing, foreign tax credits and treaty positions.
• Provide daily guidance, coaching, and technical development to junior tax team members.

Skills And Experience

• Minimum 3+ years of relevant US tax experience
• Completion of US CPA/EA or working towards completion, preferred.
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
• Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude.
• Passion to learn and grow and be an integral part of a high-performing team.