Achen Henderson is growing our Canadian, US, and Cross Border personal tax practice and we're hiring a Manager to help lead it. You'll work closely with our Tax Leader, manage a team, and build real relationships with individuals and families navigating dual filing obligations and residency questions across the border. This role is about deep client service, not just accurate filings, getting to know your clients and becoming a trusted part of their financial life.
We're also investing heavily in AI and modern practice technology, so our team spends less time on manual, repetitive work and more time on the technical and advisory work, and the client relationships, that actually matter.
What you'll do
- Manage a portfolio of cross-border personal tax clients from intake through filing, building lasting relationships along the way
- Handle complex investment income, rental income, and rental properties for cross-border clients
- Review and prepare cross-border filings, including T1, 1040, 1040-NR, T1135, FinCEN 114 (FBAR), Form 8938, foreign tax credit claims (T2209 / Form 1116), treaty-based return positions (Form 8833), Form 2555, Form 8621, Form 3520 / 3520-A, T1161 / T1243, Form 8854, and applicable US state returns
- Advise clients directly on residency determinations, foreign tax credits, and treaty positions
- Lead, mentor, and manage a team, setting clear expectations, giving regular feedback, and supporting their technical and professional growth
- Help create and deliver in-house training sessions consistently throughout the year, building shared technical capability across the team
- Use AI-powered tools to speed up research, drafting, and review, freeing up more time for clients
- Monitor workflow and deadlines using our cloud-based practice management tools
- Help refine our client service processes as the practice scales
What you bring
- CPA designation, with US CPA or progress toward it considered an asset
- Strong Canadian personal tax experience, along with US personal tax experience, is a must
- Have been through a few to several busy seasons with an accounting firm
- Trust and estate experience is a nice to have, not a requirement
- Experience managing or mentoring a team, or a clear readiness to step into that role
- A genuine interest in client relationships, not just technical accuracy
- Comfort working in a cloud-based, AI-enabled environment
- Experience with CaseWare Hybrid Cloud, TaxCycle, and CCH Axcess is an asset
- Clear, proactive communication with clients and colleagues
What we offer
- Paid training and support toward the US CPA and CPA Canada In-Depth Tax Program
- Profit sharing after 1 year, sales commission opportunities after 6 months
- Flexible and remote work options, based out of our South Calgary office
- Medical and wellness benefits after 3 months, including an HSA
