US Tax Manager

Zeifmans•Toronto, ON

1d•CA$110,000 - CA$150,000•Hybrid

About The Position

As a member of the US Tax Management Team, you will work closely with the Partner and team on US compliance, provision work, tax planning initiatives and requirements. Your organizational skills will enable you to directly work with junior staff, which will include you reviewing their work for accuracy and completeness. Additionally, you will participate and help support with research on tax-planning strategies for our clients and will have an opportunity to support the preparation of tax returns. The successful candidate will possess strong technical expertise in U.S. individual taxation, excellent client service skills, and the ability to mentor and develop team members.

Requirements

College or University degree
Minimum 4 years of public accounting experience with significant focus on U.S. individual and cross-border taxation
Strong technical knowledge of U.S. expatriate taxation, foreign reporting requirements, and Canada-U.S. cross-border tax matters
US Federal and State compliance knowledge with particular emphasis on cross border issues impacting individuals and exposure to international compliance
Proficiency in Word, Excel, PowerPoint, Outlook
Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment
Strong leadership, coaching, and team development skills
Excellent oral and written communication skills
Experience managing client engagements and supervising staff in a public accounting environment

Nice To Haves

CPA designation is an asset
Experience using Go System or iFirm is an asset.

Responsibilities

Oversee portfolios of U.S. individual and cross-border tax clients, ensuring high-quality service and timely delivery of engagements.
Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates State income tax compliance and U.S income tax provision and preparation.
Review complex U.S. trust returns, estate returns and U.S. individual income tax returns, including Forms 1040, 1040NR, and related schedules.
Review and provide guidance on U.S. international information reporting requirements.
Maintain current knowledge of U.S. tax legislation, regulatory developments, and Canada-U.S. tax treaty matters.
Identify tax planning opportunities and provide proactive advice to individuals and families with cross-border tax considerations.
Research and analyze complex Canada-U.S. cross-border tax issues and provide practical recommendations to clients.
Supervise a team of staff to ensure compliance with prescribed qualitative and quantitative standards.
Develop the capabilities of less experienced staff through coaching, knowledge transfer, and internal training.
Oversee and coordinate files with offshore staff.
Manage engagement budgets, staffing, and workflow to ensure efficient delivery of client services.
Develop and maintain strong client relationships through exceptional service and trusted advisory support.
Other duties as assigned

Benefits

Opportunity for growth – gain direct experience working with a wide-range of industry groups and clients
Mentorship – our teams operate with an “open door” policy
Collaborative environment – everyone has a say in our success
Competitive compensation + opportunity for annual bonuses
Full benefits and insurance for you and your immediate family members
“Summer Fridays off” and short Fridays all year long (3 pm office closure)
Summer Fridays Off (July and August)
Flexible in-office dress code
Flexible work hours and location possible
Mental health resources and on-going mental health support
Providing you with opportunities to give back and support your community
Pre-approved program with CPA Ontario
Paid study days to help you prepare for CPA exams
Reimbursement for CPA exam fees
1:1 career guidance directly from partners and senior managers
Great health benefits
Focus on work-life balance