Manager, US Tax About the PositionAs a member of the
US Tax Management Team, you will work closely with the Partner and team on US compliance, provision work, tax planning initiatives and requirements. Your organizational skills will enable you to directly work with junior staff, which will include you reviewing their work for accuracy and completeness. Additionally, you will participate and help support with research on tax-planning strategies for our clients and will have an opportunity to support the preparation of tax returns. The successful candidate will possess strong technical expertise in U.S. individual taxation, excellent client service skills, and the ability to mentor and develop team members.
Summary of Responsibilities- Oversee portfolios of U.S. individual and cross-border tax clients, ensuring high-quality service and timely delivery of engagements.
- Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates State income tax compliance and U.S income tax provision and preparation
- Review complex U.S. trust returns, estate returns and U.S. individual income tax returns, including Forms 1040, 1040NR, and related schedules.
- Review and provide guidance on U.S. international information reporting requirements
- Maintain current knowledge of U.S. tax legislation, regulatory developments, and Canada-U.S. tax treaty matters.
- Identify tax planning opportunities and provide proactive advice to individuals and families with cross-border tax considerations.
- Research and analyze complex Canada-U.S. cross-border tax issues and provide practical recommendations to clients.
- Supervise a team of staff to ensure compliance with prescribed qualitative and quantitative standards
- Develop the capabilities of less experienced staff through coaching, knowledge transfer, and internal training
- Oversee and coordinate files with offshore staff
- Manage engagement budgets, staffing, and workflow to ensure efficient delivery of client services.
- Develop and maintain strong client relationships through exceptional service and trusted advisory support.
- Other duties as assigned
Requirements:- College or University degree
- CPA designation is an asset
- Minimum 4 years of public accounting experience with significant focus on U.S. individual and cross-border taxation
- Strong technical knowledge of U.S. expatriate taxation, foreign reporting requirements, and Canada-U.S. cross-border tax matters
- US Federal and State compliance knowledge with particular emphasis on cross border issues impacting individuals and exposure to international compliance
- Proficiency in Word, Excel, PowerPoint, Outlook
- Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment
- Strong leadership, coaching, and team development skills
- Excellent oral and written communication skills
- Experience managing client engagements and supervising staff in a public accounting environment
- Experience using Go System or iFirm is an asset.
Job Details - Job Vacancy Status: New Vacancy
- Hours of Work: 35 hours per week; the role requires overtime as necessary to meet operational and professional requirements
- Location: 201 Bridgeland Ave, North York, Hybrid
- Salary: $110,000 - $150,000
- Compensation placement will be based on depth of experience, demonstrated skill set, and alignment with the responsibilities of the role.
Zeifmans Offers You:Though this position is remote you are always more than welcome to come their office and meet fellow members of the firm's team. Here are just a few of the other benefits of working at the organization.
- Opportunity for growth - gain direct experience working with a wide-range of industry groups and clients
- Mentorship - our teams operate with an "open door" policy
- Collaborative environment - everyone has a say in our success
- Competitive compensation + opportunity for annual bonuses
- Full benefits and insurance for you and your immediate family members
- "Summer Fridays off" and short Fridays all year long (3 pm office closure)
- Summer Fridays Off (July and August)
- Flexible in-office dress code
- Flexible work hours and location possible
- Mental health resources and on-going mental health support
- Providing you with opportunities to give back and support your community
Use of Artificial Intelligence (AI)At our company, artificial intelligence (AI) tools are used as part of our recruitment process to support efficiency and enhance the candidate experience. While AI may assist in certain aspects of the process, all hiring decisions and candidate interactions continue to involve human oversight and judgment. We are committed to the responsible and ethical use of AI, and we regularly review and refine our practices to ensure alignment with applicable regulatory requirements and industry best practices
