US Tax Associate

Moodys Private Client Law LLP; Calgary; On-site; CAD 65,000 - 90,000; Full time

Job summary

Moodys Private Client LLP in Calgary seeks a US Tax Associate to join its accounting team. You will work with a team of accountants, lawyers and tax professionals, bringing initiative and urgency to deliver value for clients.

The role focuses on US tax concepts for US personal federal tax compliance, including Form 1040, 1040NR and FBAR, with exposure to corporate tax knowledge as a valued asset.

Qualifications

• Minimum 2–3 years of US tax experience.
• Ability to prepare and review US personal tax returns and related forms.
• Strong communication and teamwork skills.

Responsibilities

• Understand US tax concepts related to US personal federal income tax compliance, including Form 1040/1040NR and FBAR.
• Prepare/review US personal tax returns for clients and related schedules.
• Assist with engagement planning with senior staff.

Skills

US tax expertise

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Job description

The rapidly growing team at Moodys Private Client LLP seek to add a US Tax Associate to its accounting team in Calgary, Alberta, Canada. 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 some understanding of US tax concepts as they relate to US Personal federal income tax compliance, including US income tax return preparation
• Experience in the preparation and review of US personal tax returns for clients, including Forms 1040, 1040NR, FBAR (FinCen 114) and related schedules and in preparing 5471 and 8621 (PFICs)
• US Corporate income tax knowledge is considered an asset
• Accountable for engagement planning with senior staff members

Skills And Experience

• Minimum 2-3 years of relevant US tax experience
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Experience handling IRS disputes, audits and requests for information is nice to have, but not required
• 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