Job Description
Requirements and Qualifications
- Undergraduate degree in Accounting and/or equivalent years of professional experience.
- Master’s degree in Accounting and/or U.S. CPA or EA designation is considered an asset.
- 5+ years of progressive experience in U.S. tax within a public accounting firm with 2 years in a leadership position.
- Strong experience reviewing and preparing U.S. individual tax returns (Forms 1040 and 1040-NR), Corporate Tax Returns (Forms 1120 and 1120-F) and Partnership Returns (form 1065).
- Demonstrated experience managing U.S. international tax reporting, including:
- o PFIC rules and reporting (Form 8621)
- o Subpart F and GILTI provisions
- o Foreign reporting forms (5471, 5472, FinCEN 114)
- o U.S. trust reporting (Forms 3520 and 3520-A)
- Experience reviewing U.S. corporate tax returns (Forms 1120 and 1120-F) required.
- Experience with U.S. estate and gift tax filings is an asset.
- Knowledge of Canadian tax legislation is an asset.
- Proficiency with professional U.S. tax preparation software; GoSystem experience is an asset.
- Strong leadership, communication, and client management skills.