US Tax Preparer

DM Elite Talent; Oakville; On-site; CAD 55,000 - 70,000; Full time

Job summary

A tax consulting firm located in Ontario is seeking a Tax Professional to manage tax compliance engagements for individuals and corporate clients. This role requires U.S. and cross-border tax expertise, collaboration with leadership, and proactive business development participation. Candidates must possess a relevant degree, a CPA designation, and at least 5 years of tax compliance experience. The position offers a salary range of CA$55,000.00 - CA$70,000.00 and a full-time employment contract.

Qualifications

• At least 5 years of experience in U.S. and cross-border tax compliance and planning.
• Proficiency in tax compliance tools.
• Strong organizational skills with keen attention to detail.

Responsibilities

• Manage tax compliance engagements for U.S. individuals and corporations.
• Provide cross-border tax planning for high-net-worth clients.
• Represent clients before IRS and state tax authorities.

Skills

U.S. and cross-border personal tax compliance

IRS representation

Tax resolution

Communication skills

Analytical skills

Education

Bachelor’s Degree in Accounting

Master’s in Taxation

Canadian CPA or U.S. CPA

Tools

TaxPrep

CCH Axcess

BNA Tax Research

CaseWare

Microsoft Office Suite

Job description

Overview

We are seeking a Tax Professional with U.S. and cross-border tax expertise to manage and execute tax compliance engagements for individuals and corporate clients, including high-net-worth cross-border planning. The role requires collaboration with leadership, client engagement management, and business development participation.

Responsibilities

• Plan, manage, and execute tax compliance engagements for:
• U.S. citizens, residents, and nonresidents residing in the U.S. and abroad.
• U.S. corporations and Canadian corporations conducting business in the U.S.
• Provide cross-border tax planning for high-net-worth clients.
• Identify, analyze, and document tax issues; prepare detailed tax correspondence.
• Represent clients before the IRS and state tax authorities.
• Collaborate in pre- and post-engagement discussions; manage client engagements within defined scope, budget, and timelines.
• Maintain clear communication with leadership on project progress and challenges.
• Contribute to business development initiatives and participate in professional growth activities.
• Actively support team efforts and organizational initiatives.

Skills and Competencies

• Comprehensive knowledge of U.S. and cross-border personal tax compliance, including:
• Form 1040 series (1040/1040NR).
• International information returns (e.g., FinCEN 114, 3520/3520A, 5471, 8621, 8858, 8865, and 8938).
• Familiarity with U.S. corporate tax return preparation is an asset.
• Hands-on experience with U.S. Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709).
• Skilled in IRS representation and tax resolution.

Qualifications

• Bachelor’s Degree in Accounting or Master’s in Taxation.
• Professional designation (Canadian CPA or U.S. CPA).
• At least 5 years of experience in U.S. and cross-border tax compliance and planning.
• Proficiency in tools such as TaxPrep, CCH Axcess, BNA Tax Research, CaseWare, and Microsoft Office Suite.
• Strong organizational, analytical, and communication skills, with a keen eye for detail.
• Effective both independently and within collaborative team environments.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Financial Services and Accounting

Location

Toronto, Ontario, Canada

Compensation

CA$55,000.00 - CA$70,000.00