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 Clear,
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 robust 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 #J-18808-Ljbffr