Senior Tax Manager, US Cross-Border — AI-Driven, Remote

Meridia Recruitment; United States; Remote; CAD 171,000 - 213,000; Full time

Benefits offered by this job

Equity/stock options

20 days of paid vacation

Flexibility to work from anywhere

Job summary

Waypoint, a venture-backed AI-native tax firm, seeks a Senior Tax Manager to lead its US cross-border individual tax practice remotely. You will own engagements from intake to filing, manage a distributed team across Israel and Canada, and ensure quality control while driving process automation.

The role demands 8+ years in US tax, CPA/EA, and a passion for AI-assisted tax delivery. Flexible remote work with strong leadership and client-relationship growth responsibilities.

Qualifications

• Active CPA or EA.
• 8+ years of US individual tax experience, including at least 2 years as a Tax Manager leading a team of expat tax preparers and reviewers.
• Deep expertise in international individual tax, including Forms 1040, 2555, 1116, 8938, 8621, 3520, 5471, and FinCEN 114 (FBAR).
• Proven track record running tax operations through busy seasons, including workflow design, capacity planning, and quality control.
• Experience owning client relationships and growing a practice.
• Hands-on experience with professional tax software such as CCH Axcess.
• Excitement about leading a practice where AI agents prepare and people review.
• Ability to work independently in a fully remote environment.

Responsibilities

• Own the engagement lifecycle from intake to electronic filing, including filing season deadlines and extensions.
• Track KPIs such as turnaround time, accuracy, and client satisfaction.
• Maintain firm tax positions, review checklists and quality control standards, and keep the team current on IRS changes.
• Lead, mentor, and manage our senior tax accountants across Israel and Canada, from hiring and onboarding to performance reviews.
• Allocate workload and balance capacity, especially during filing season.
• Build a culture of ownership, accuracy, and continuous improvement.
• Own a portfolio of our most complex and high-value clients as their year-round trusted advisor.
• Lead prospect meetings, scope and price engagements with sales, and write proposals that turn leads into long-term clients.
• Act as final reviewer and signer on complex US individual returns for clients living abroad.
• Handle escalations, IRS notices and correspondence, and amended returns.

Skills

Leadership

Communication

US cross-border tax

Client management

Remote team leadership

Tax technology

Education

CPA or EA

Tools

CCH Axcess

Job description

Waypoint, a venture-backed AI-native tax firm, seeks a Senior Tax Manager to lead its US cross-border individual tax practice remotely. You will own engagements from intake to filing, manage a distributed team across Israel and Canada, and ensure quality control while driving process automation.

The role demands 8+ years in US tax, CPA/EA, and a passion for AI-assisted tax delivery. Flexible remote work with strong leadership and client-relationship growth responsibilities.