U.S. Tax Associate

About the Firm:

A Professional Services firm based out of North Toronto that specializes in Assurance, Accounting, Estate Planning, Tax Consulting, Forensics, Advisory, Business Valuations and Litigation Support Services.

Essential Tasks:

• Prepare U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including returns of moderate complexity.
• Prepare and maintain supporting workpapers in accordance with firm methodology and professional standards.
• Assist with U.S. tax compliance filings, including Forms 1040, 1040-NR, 1120, 1120-F, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.
• Support the preparation of U.S. estate and gift tax filings (Forms 706-NA and 709), where applicable.
• Conduct tax research related to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI, and summarize findings for senior team members.
• Communicate with clients to request information, clarify tax matters, and follow up on outstanding documentation.
• Assist in responding to IRS and state tax authority notices and correspondence.
• Collaborate with engagement teams, managers, and partners to meet filing deadlines and client deliverables.
• Support onboarding of new clients, including gathering required documentation and setting up compliance processes.
• Contribute to process improvements and knowledge sharing within the U.S. Tax division.
• Train and mentor junior staff when required

Requirements and Qualifications

• S. CPA or Enrolled Agent (EA) or actively pursuing designation.
• Master of Taxation (U.S. focus) is considered an asset.
• 1-3 years of experience in U.S Tax from a public accounting firm.
• Experience using professional U.S. tax preparation software; experience with GOSystems is an asset.
• Demonstrated experience preparing U.S. individual tax returns (Forms 1040 and 1040-NR).
• Working knowledge of U.S. international tax reporting, including:
• PFIC rules and reporting (Form 8621)
• Subpart F and GILTI provisions
• Foreign reporting forms (5471, 5472, FinCEN 114)
• Experience preparing U.S. trust reporting (Forms 3520 and 3520-A).
• Exposure to U.S. corporate tax returns (Forms 1120 and 1120-F) is required.
• Familiarity with U.S. estate and gift tax filings is an asset.
• Knowledge of Canadian tax legislation is an asset.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines and prioritize work effectively in a professional services environment.

JD# 34609 - Salary at 80-100K plus additional bonuses/benefits

AI may be used to support certain administrative aspects of our recruitment process. However, all applications and resumes are reviewed by qualified human reviewers, and all screening and hiring decisions are made solely by the hiring team.