Manager, Cross Border Personal Tax
About The Position
Achen Henderson is growing its Canadian, US, and Cross Border personal tax practice and is hiring a Manager to help lead it. The role involves working closely with the Tax Leader, managing a team, and building relationships with individuals and families navigating dual filing obligations and residency questions across the border. The focus is on deep client service, understanding clients, and becoming a trusted part of their financial life. The firm is investing in AI and modern practice technology to allow the team to focus more on technical and advisory work and client relationships.
Requirements
- CPA designation
- Strong Canadian personal tax experience
- Strong US personal tax experience
- Experience through several busy seasons with an accounting firm
- Experience managing or mentoring a team, or a clear readiness to step into that role
- A genuine interest in client relationships, not just technical accuracy
- Comfort working in a cloud-based, AI-enabled environment
- Clear, proactive communication with clients and colleagues
Nice To Haves
- US CPA or progress toward it
- Trust and estate experience
- Experience with CaseWare Hybrid Cloud, TaxCycle, and CCH Axcess
Responsibilities
- Manage a portfolio of cross-border personal tax clients from intake through filing, building lasting relationships.
- Handle complex investment income, rental income, and rental properties for cross-border clients.
- Review and prepare cross-border filings, including T1, 1040, 1040-NR, T1135, FinCEN 114 (FBAR), Form 8938, foreign tax credit claims (T2209 / Form 1116), treaty-based return positions (Form 8833), Form 2555, Form 8621, Form 3520 / 3520-A, T1161 / T1243, Form 8854, and applicable US state returns.
- Advise clients directly on residency determinations, foreign tax credits, and treaty positions.
- Lead, mentor, and manage a team, setting clear expectations, giving regular feedback, and supporting their technical and professional growth.
- Help create and deliver in-house training sessions consistently throughout the year, building shared technical capability across the team.
- Use AI-powered tools to speed up research, drafting, and review, freeing up more time for clients.
- Monitor workflow and deadlines using our cloud-based practice management tools.
- Help refine our client service processes as the practice scales.
Benefits
- Paid training and support toward the US CPA and CPA Canada In-Depth Tax Program
- Profit sharing after 1 year
- Sales commission opportunities after 6 months
- Flexible and remote work options
- Medical and wellness benefits after 3 months
- HSA
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
