US Tax Associate
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum 2-3 years of relevant US tax experience
- Posting language
- English
- Posted
Original job description
The Role
The rapidly growing team at Moodys Private Client LLP seek to add a US Tax Associate to its accounting team in Calgary, Alberta, Canada. Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private Client is a firm that provides accounting and tax services primarily to clients in the US and Canada ranging in size from small owner-manager enterprises to large, privately held organizations, as well as individuals, trusts and partnerships. The candidate will work with a team of accountants, lawyers and tax professionals. A confident individual who demonstrates initiative and motivation toward continuous improvement of self and firm processes, and who operates with a sense of urgency, and is looking to add value to their clients in a meaningful way is recommended for this position.
Primary Responsibilities
The rapidly growing team at Moodys Private Client LLP seek to add a US Tax Associate to its accounting team in Calgary, Alberta, Canada. Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private Client is a firm that provides accounting and tax services primarily to clients in the US and Canada ranging in size from small owner-manager enterprises to large, privately held organizations, as well as individuals, trusts and partnerships. The candidate will work with a team of accountants, lawyers and tax professionals. A confident individual who demonstrates initiative and motivation toward continuous improvement of self and firm processes, and who operates with a sense of urgency, and is looking to add value to their clients in a meaningful way is recommended for this position.
Primary Responsibilities
- Demonstrate some understanding of US tax concepts as they relate to US Personal federal income tax compliance, including US income tax return preparation
- Experience in the preparation and review of US personal tax returns for clients, including Forms 1040, 1040NR, FBAR (FinCen 114) and related schedules and in preparing 5471 and 8621 (PFICs)
- US Corporate income tax knowledge is considered an asset
- Accountable for engagement planning with senior staff members
- Minimum 2-3 years of relevant US tax experience
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
- Experience handling IRS disputes, audits and requests for information is nice to have, but not required
- 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
- Dynamic Work Environment
- Competitive Salary / Bonus
- Health Insurance / Extended Benefit
- Vacation Days / Personal Care Time
- Subsidized Underground Parking
- Professional Development
- Free On-site Gym
More about this job
Responsibilities
Prepare and review U.S. personal tax returns and related filings, including Forms 1040, 1040NR, FBAR, 5471, and 8621. Support engagement planning with senior staff and contribute to client service and process improvement.
Requirements
Candidates need 2–3 years of relevant U.S. tax experience and familiarity with U.S. personal federal income tax concepts and return preparation. Strong time management, communication, collaboration, relationship-building, and problem-solving skills are expected; experience with IRS disputes, audits, and information requests is an asset.
Skills
- U.S. Federal Income Tax Compliance
- Form 1040
- Form 1040NR
- FBAR (FinCEN 114)
- Form 5471
- Form 8621
- U.S. Corporate Income Tax
- Engagement Planning
- Time Management
- Communication
- Interpersonal Skills
- Relationship Building
- Collaboration
- Problem Solving
- IRS Disputes and Audits
Benefits
- Health Insurance
- Extended Benefits
- Vacation Days
- Personal Care Time
- Subsidized Underground Parking
- Professional Development
- Free On-Site Gym
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Legal
- Consulting
Keywords
- U.S. Tax
- Tax Compliance
- Personal Income Tax
- Federal Income Tax
- Tax Return Preparation
- Form 1040
- Form 1040NR
- FBAR
- FinCEN 114
- Form 5471
- Form 8621
- PFICs
- Corporate Income Tax
- Engagement Planning
- IRS Disputes
- IRS Audits
- Requests for Information
- Client Service
- Accounting
- Tax Professionals
- Process Improvement
- Time Management
- Communication
- Collaboration
- Problem Solving