- Manage a portfolio of cross-border personal tax clients from intake through filing and build lasting relationships
- Handle complex investment income, rental income, and rental properties for cross-border clients
- Review and prepare Canadian, US, and cross-border personal tax filings
- Advise clients directly on residency determinations, foreign tax credits, and treaty positions
- Lead, mentor, and manage a team, setting expectations and supporting technical and professional growth
- Create and deliver in-house training sessions throughout the year
- Use AI-powered tools to accelerate research, drafting, and review
- Monitor workflow and deadlines using cloud-based practice management tools
- Refine client service processes as the practice scales

Requirements

- CPA designation required; US CPA or progress toward it considered an asset
- Strong Canadian personal tax experience and US personal tax experience required
- Experience through a few to several busy seasons with an accounting firm
- Experience managing or mentoring a team, or clear readiness to step into that role
- Genuine interest in client relationships
- Comfort working in a cloud-based, AI-enabled environment
- Experience with CaseWare Hybrid Cloud, TaxCycle, and CCH Axcess is an asset
- Explicit,



proactive communication with clients and colleagues
- Trust and estate experience is a nice to have, not a requirement

Core Competencies

Demonstrates expertise in managing cross-border personal tax clients, including Canadian and US tax filings, while fostering strong client relationships. Proven ability to lead and mentor teams, utilizing cloud-based and AI-powered tools to enhance efficiency and client service.

Highest-signal resume keywords

- CPA Designation
- Canadian Personal Tax Experience
- US Personal Tax Experience
- Team Management
- Cloud-Based Practice Management

ATS Optimization Keywords

Hard Skills

- Cross-Border Tax Filings
- Investment Income Management
- Rental Income Management
- Residency Determinations
- Foreign Tax Credits
- Tax Treaty Positions
- Client Service Process Refinement

Soft Skills

- Proactive Communication
- Client Relationship Management
- Mentoring

Certifications & Qualifications

- CPA Designation
- US CPA (Asset)

Industry Keywords

- Personal Tax
- Trust and Estate Experience

Tools & Technologies

- CaseWare Hybrid Cloud
- TaxCycle
- CCH Axcess
- AI-Powered Tools

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📌 Manager, Cross Border Personal Tax (Calgary)
🏢 Jobtailor
📍 Calgary