Become a Cross-Border Tax Client Manager, leading tax filings for diverse clients and nurturing enduring relationships. This role requires expertise in personal tax and team leadership in a technologically advanced setting.You will manage a robust portfolio of cross-border personal tax clients, addressing complex issues related to investment and rental income. Your responsibilities will include preparing tax filings, advising clients on crucial tax matters, and embracing AI tools to optimize workflows while enhancing team capabilities through training and mentorship.Key Responsibilities:
Manage diverse cross-border personal tax client portfolios
Assess and prepare Canadian and US tax filings
Advise clients on residency status and tax treaties
Lead and mentor a team, fostering skilled growth
Utilize cloud technologies for effective case managementRequirements:
CPA designation mandatory; US CPA progress appreciated
Extensive experience with Canadian and US personal taxation
Proven team management or readiness to mentor
Comfort in AI-enabled, cloud-based settings
Excellent communication and client relationship management skillsUtilize your personal tax expertise to drive exceptional client service and lead a dedicated team.#J-18808-Ljbffr