Remote | Full-Time, Permanent

MCA Cross Border Advisors is a specialized financial planning, tax and investment firm helping Canadians and Americans navigate the financial and tax implications of living and moving between Canada and the United States.

We are growing our Tax Team and are looking for a US Tax Manager to join our team.

This is an prospect for a US tax professional who wants to specialize in the unique and technically challenging world of Canada/US cross-border taxation.

About the role

As US Tax Manager, you will prepare and review US tax work for MCA clients and provide technical support on US tax matters. You will work closely with the Canadian Tax Team and MCA's Planning and Investment teams.

This is a hands-on technical management position requiring demonstrated experience independently preparing and reviewing complex US individual income tax returns.

The successful candidate will play an important role in maintaining the technical quality of our US tax compliance work, resolving complex tax matters, and supporting the development of junior tax professionals.

We are looking for someone who can take ownership of technically challenging US tax files, exercise sound qualified judgment, and serve as a reliable technical resource within our growing Tax Team.

Responsibilities

- Independently review complex US individual income tax returns, including Form 1040 filings involving international income, foreign assets, and cross-border tax considerations.
- Prepare and review US tax returns for US citizens, residents, and green card holders, including individuals residing outside the United States.
- Review and advise on US international tax reporting requirements, including FBAR, Form 8938, Form 8621 (PFIC), and other applicable foreign information reporting obligations.
- Analyze foreign tax credit issues, including Form 1116 calculations and the interaction between Canadian and US taxation.
- Identify and address complex US tax issues involving foreign employment income, investment income, retirement accounts, rental income,



and other international matters.
- Research complex US tax questions, interpret applicable legislation, IRS guidance, and relevant treaty provisions, and develop technically supportable recommendations.
- Review tax working papers, supporting documentation, and technical memoranda for completeness, accuracy, and quality.
- Identify potential tax planning opportunities, compliance risks, and reporting obligations affecting clients with international financial interests.
- Provide technical guidance, review notes, and mentorship to junior tax professionals.
- Collaborate closely with the Canadian Tax Team and Financial Planning Team to ensure coordinated treatment of cross-border tax matters.
- Manage multiple complex files and competing deadlines while maintaining strong quality-control standards.
- Contribute to improvements in tax review procedures, technical resources, and internal workflows.
- Identify US filing and reporting requirements.
- Address issues involving foreign income and assets.
- Work with foreign tax credit considerations.
- Address FBAR, PFIC and other applicable international reporting requirements.
- Support cross-border tax planning and compliance engagements.
- Review client information for completeness and consistency.
- Prepare clear and organized working papers.
- Draft correspondence for clients, internal use and tax authorities.
- Identify technical issues, research solutions and document conclusions.
- Monitor changes to US tax rules and filing requirements.
- Contribute to Tax Team processes and procedures.
- Provide guidance to Associates and Preparers.
- Manage multiple files and deadlines.

Qualifications

Required:





- Approximately 5–8+ years of progressive experience in US individual taxation, including substantial experience with complex Form 1040 returns.
- Demonstrated experience independently reviewing US individual tax returns prepared by other tax professionals.
- Strong technical knowledge of US individual income taxation and international reporting requirements.
- Practical experience with foreign tax credits, foreign income reporting, and foreign asset disclosure obligations.
- Familiarity with FBAR, Form 8938, PFIC reporting, and other international compliance requirements.
- Proven ability to research complex tax issues, interpret applicable guidance, and develop defensible conclusions.
- Experience managing technically complex tax files with limited supervision.
- Robust analytical, organizational, and communication skills.
- Ability to provide constructive technical feedback and support the development of junior team members.
- Post-secondary education in accounting, taxation, finance, or a related field.
- Exceptional attention to detail.
- Strong organizational and time-management skills.
- Excellent written and verbal communication.

Preferred:

- US CPA or Enrolled Agent (EA) credential.
- Significant experience preparing and reviewing US returns for individuals residing in Canada or other foreign jurisdictions.
- Experience applying the Canada–US Income Tax Treaty.
- Experience with complex foreign tax credit calculations, PFIC reporting, and international individual tax planning.
- Previous experience in a public accounting or professional tax advisory environment.

What makes someone successful at MCA?

You enjoy technically challenging problems and aren't afraid to research something you haven't encountered before.

You can work independently but understand the importance of collaboration with Canadian tax professionals and financial planners.

Target start date: December 2026 to February 2027

Salary: Commensurate with experience.

📌 US Tax Manager (Canada)
🏢 MCA Cross Border Advisors
📍 Canada