Join a dynamic team as the Manager of Personal Tax Services, focusing on cross-border taxation and client relationship cultivation. This role requires strong tax experience and a knack for leading and mentoring a high-performing team.

In this managerial role, you will oversee a portfolio of clients, offering precise guidance on complex tax matters, including filing requirements in Canada and the US. You’ll leverage AI tools and cloud technologies to enhance productivity and simplify processes while leading training initiatives to sharpen team skills and maintain a high standard of client service.

Key Responsibilities:
• Oversee personal tax portfolios and client engagements
• Review and prepare cross-border tax filings
• Provide strategic advice on residency and tax treaties




• Lead, mentor, and train team members effectively
• Monitor workflows using advanced management software

Requirements:
• Must have CPA designation; progress toward US CPA is an asset
• Comprehensive Canadian and US personal tax knowledge
• Team management experience or readiness to step into the role
• Ability to thrive in a cloud-based, AI-focused workplace
• Strong interpersonal and communication skills

Lead in personal tax management with expertise and innovation to support cross-border clients.
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📌 Manager of Personal Tax Services (Alberta)
🏢 Jobtailor
📍 Alberta