23 Aug
|
Jobtailor
|
Calgary
Join a energetic team as the Manager of Personal Tax Services, focusing on cross-border taxation and client relationship cultivation. This role requires robust 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 accurate 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.
📌 Manager Of Personal Tax Services Calgary
🏢 Jobtailor
📍 Calgary