US Tax Manager

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

Job summary

Moodys Private Client Law LLP in Calgary seeks an experienced US Tax Specialist to support compliance and advisory work for US federal and international tax matters. The role includes preparing US personal returns (1040/1040NR) and international forms, plus mentoring junior staff.

The ideal candidate has 4–6 years of US tax experience and preferably holds or is pursuing US CPA/EA certification, with strong communication and collaborative skills to thrive in a client-focused environment.

Qualifications

• 4–6 years of US tax experience.
• US CPA/EA certification or working towards it preferred.
• Strong time management, communication, interpersonal skills, relationship-building, collaboration and problem solving.

Responsibilities

• Demonstrate in-depth understanding of US federal income tax concepts and their application to compliance.
• Prepare and review US personal tax returns, including Forms 1040 and 1040NR.
• Prepare and review international forms such as FinCEN 114, 3520/3520-A, 5471, 8858, 8621, 8865.
• Research and analyze US tax compliance issues, including residency status, income sourcing, foreign tax credits and treaty positions.
• Provide daily guidance, coaching and technical development to junior tax team members.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Quick learner

Self-starter

Can-do attitude

Education

US CPA/EA certification

Pursuing CPA/EA

Job description

• 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.

Qualifications

• Minimum 4-6 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.