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US Tax PreparerDM Elite Talent • Oakville, ON, CA
US Tax Preparer

US Tax Preparer

DM Elite Talent • Oakville, ON, CA
30+ days ago
Job type
  • Full-time
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

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US Tax Preparer • Oakville, ON, CA

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