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

Solid 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 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 (Alberta)
🏢 Jobtailor
📍 Alberta