US Tax Associate

Moodys Private Client LLP; Calgary; On-site; CAD 65,000 - 95,000; Full time

Job summary

Moodys Private Client LLP in Calgary, Alberta, seeks a US Tax Associate to join its accounting team. You will work with a team of CPAs and tax professionals on US and Canada tax matters for individuals, trusts and clients of varying sizes.

The role requires initiative, urgency, and a focus on delivering value to clients. The ideal candidate has 2–3 years of US tax experience, strong communication and time-management skills, and a collaborative mindset.

Qualifications

• Minimum 2–3 years of US tax experience.
• Ability to prepare and review US personal federal income tax returns for clients, including Forms 1040, 1040NR, FBAR and related schedules and in preparing PFICs (5471/8621).
• Experience handling IRS disputes, audits and information requests is nice to have.
• Strong time management, communication and problem-solving skills.
• Self-starter with a collaborative mindset and drive to add value.

Responsibilities

• Understand US tax concepts as they relate to US personal federal income tax compliance and return preparation.
• Prepare and review US personal tax returns including 1040, 1040NR, FBAR, and related schedules; work with PFIC forms 5471/8621.
• Knowledge of US corporate income tax is a plus.
• Engage in engagement planning with senior staff.

Skills

US tax concepts

Tax return preparation

Client communication

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