Job Description

Job Overview

The Accounting and Tax practice is seeking a Cross Border Tax Manager to join our St. Catharines team. You will work with a team of experienced CPA professionals in a friendly and supportive environment. Established in St. Catharines in 1976, the Firm provides a full suite of accounting services to private enterprises, high-net-worth individuals, and non-profit organizations. The Firm offers growth opportunities, a flexible work environment, and an open management team.

We are seeking a dynamic and results-driven Manager to lead our team and drive operational excellence. The ideal candidate will possess strong leadership skills, a strategic mindset, and the ability to foster a collaborative work environment.

Duties

Prepare US and combined US-Canadian individual and trust income tax returns, including cases involving forms such as 3520, 5471, 8621, 8858, and 8938; Prepare personal State Income tax returns; Prepare FinCEN Form 114 - Report of Foreign Bank and Financial Accounts; Complete ITIN Applications on Form W-7; Complete W8-BEN and W8-BEN-E forms to request reduced withholdings on US-sourced income; Prepare filings under the Streamlined Foreign Offshore Procedures for delinquent filers, including Form 14653; Review Canadian and US personal income tax returns prepared by junior staff; Stay current and be able to advise the firm and clients on relevant tax law developments; Provide industry and technical expertise relating to Canadian and U.S. individual income tax, social security, and international tax treaties through client interactions, technical work, management presentations, and high-quality deliverables; Preparation of financial statements and notes; Preparation of review or compilation working paper files, including unaudited financial statements; Preparation of corporate income tax returns including proposing solutions to corporate tax issues.; Continuously communicating with the Partner in respect to engagement progress - risks, issues, variances from plan in terms of time and budget; Taking full ownership of file completion; Identifying potential opportunities to provide additional services to clients; Develop relationships and networks internally and externally; Assisting in client/partner meetings or conducting short meetings independently, as required

Requirements

Canadian CPA designation; US State Certified Public Accountant designation or IRS Enrolled Agent (EA) designation; Minimum of 3 years of relevant experience in Canadian and/or US personal tax preparation; Excellent client service skills with an aptitude to understand the clients' business and maintain strong client relationships; Good sense of priorities and ability to manage multiple files under tight deadlines; Excellent oral and written communication skills.
Job Types: Full-time, Permanent

Pay: $90,000.00-$130,000.00 per year

Benefits:

Company events Dental care Disability insurance Extended health care Life insurance Vision care
Application question(s):

How far from the office are you located?
Work Location: In person

Expected start date: 2025-09-01