US Tax Manager

Moodys Private Client•Calgary, AB

About The Position

This role requires a thorough understanding of tax concepts and their application to US federal income tax compliance. The US Tax Manager will be responsible for preparing and reviewing US personal tax returns, including Forms 1040 and 1040NR, as well as international forms such as FinCEN 114, 3520/3520-A, 5471, 8858, 8621, and 8865. The position involves researching and analyzing U.S. tax compliance issues, including residency status, income sourcing, foreign tax credits, and treaty positions. Additionally, the role includes providing daily guidance, coaching, and technical development to junior tax team members.

Requirements

Minimum 4-6 years of relevant US tax experience.
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude.
Passion to learn and grow and be an integral part of a high-performing team.

Nice To Haves

Completion of US CPA/EA or working towards completion, preferred.

Responsibilities

Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates to US federal income tax compliance.
Prepare and review of US personal tax returns, including Forms 1040, and 1040NR.
Prepare and review international forms, including FinCEN 114, 3520/3520-A, 5471, 8858, 8621, and 8865.
Research and analyze U.S. tax compliance issues, including, but not limited to residency status, income sourcing, foreign tax credits and treaty positions.
Provide daily guidance, coaching, and technical development to junior tax team members.