Job Description

Job Title: Manager, US Tax

About Us

We are a specialized firm with a niche focus on U.S Taxation and sales of property in the U.S by Canadians. We offer a one-stop solution for Snowbirds, Investors, and Vacationers which is unique in the Canadian marketplace.

We're competent, reliable, efficient, and always do what we commit to doing. We live and work by our Values:

Integrity, Honesty, Transparency, Fairness, and Accountability.

To find out more about us and the services we offer, visit us at:

https://firptacanada.ca

We are looking for a Manager, US Tax to join our team. Read on and see if this sounds like a position you would be interested in.

About You

You are a problem-solver with exceptional organizational skills. You support our clients, with a tenacity that takes customer service to a whole new level. You are tech savvy and proficient in a vast array of office software. Your openness to learning new ways of doing things makes you the resourceful team player that you are. You pay attention to detail so almost nothing gets by you. Not to mention the fact that you just keep improving your skills.

You have

Excellent communication (written and verbal) skills A solid work ethic A fun-loving personality Best in class client service levels

About the role

Job Type: Full Time, Permanent

Location: Calgary Downtown in office

Compensation Range: $90,000 - $100,000

The Manager, US Tax reports to the Managing Partner and you will be working very closely with our team members, clients and U.S Escrow and Title companies. From preparing US returns to reviewing returns prepared by team along with answering and responding to phone and email inquiries to handling confidential documents, acting as liaison with clients and escrow agents, preparation of FIRPTA Compliance documentation, preparation of U.S. Tax Returns, and maintaining our exceptionally high customer service standards, this position is an integral part of our business. This role is highly interactive with our clients. You will manage a client file from beginning to end. Having a high sense of accountability, good judgement and a passion for excellence are some of the hallmarks of this position.

We are a small and very niche firm with a culture of exceptional teamwork and delivering best in class client service. All members of our team work together on all facets of our deliverables and collaborate very closely.

Your Responsibilities

Client relationships - handling client communication by email and phone in a timely and professional manner. Preparing U.S. Federal and State Income Tax Returns Reviewing U.S. Federal and State Income Tax Returns prepared by team Working with U.S. Title / Escrow Companies and preparing necessary forms Analyzing and communicating tax matters, issues, and potential solutions Resolving tax disputes with U.S. Federal and State Tax Agencies on behalf of clients Workflow Management - Managing workflow and sales funnel for on-time completion including follow up with clients, and title/escrow companies. Researching U.S tax laws as it relates to a client file Performing general office duties including assembling mailouts, filing, scanning, photocopying Electronic filing and data entry Flexibility to work additional hours during tax season. Maintaining professional credentials in good standing Other duties as assigned.

Your Skills and Qualifications

Enrolled Agent or U.S. CPA Designation At least 5 years public practice experience in U.S Taxation Experience in reviewing and final sign off of U.S tax returns Based in Calgary Highest level of client service Experience with 1120-F, 1065, 706, 709, 5471, 5472, 3520, 8833, 8858 considered an asset Proven advanced computer skills: particularly MS Office, Zoom, Teams, CCH Axcess platform and other technology. Strong analytical and math skills. Reasonable typing speed and keyboarding skills Excellent time management Team Player, open minded, and always looking for efficiencies. High standard of ethics and confidentiality to handle sensitive information. Exceptional attention to detail and ability to manage multiple projects at the same time.

We Offer:

Benefits Package including Health / Dental after probationary period Health Spending Account after probationary period Financial support for ongoing professional development
If this seems like a good fit, we would like to get to know you.

Please include a cover letter and resume in your application

. Note that only

successful applicants will be contacted

.

Job Types: Full-time, Permanent

Pay: $90,000.00-$100,000.00 per year

Benefits:

Dental care Extended health care
Ability to commute/relocate:

Calgary, AB T2P 0T8: reliably commute or plan to relocate before starting work (preferred)
Experience:

U.S Tax: 5 years (preferred)
Licence/Certification:

US CPA or Enrolled Agent License (required)
Work Location: In person