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 looking for a Senior Cross Border Tax Associate to join our growing Tax Team.
This is an opportunity for an experienced tax professional who wants to develop deeper expertise in Canadian and US cross-border taxation.
About the role
You will work on a variety of Canadian and US tax files, perform technical research, assist with tax planning and compliance engagements, and support the Managers in delivering high-quality work to MCA clients.
You will work closely with the Tax, Planning and Investment teams.
Responsibilities
- Prepare Canadian and/or US personal tax returns.
- Assist with complex cross-border tax files.
- Conduct Canadian and US tax research.
- Identify tax issues and determine appropriate next steps.
- Prepare organized working papers and supporting documentation.
- Review client information for completeness and consistency.
- Identify missing information and follow up appropriately.
- Assist Managers with technical research and complex files.
- Draft internal and client correspondence.
- Assist with cross-border tax planning and compliance engagements.
- Stay current with Canadian and US tax developments.
- Contribute to the development of Tax Team processes and procedures.
- Manage assigned files and deadlines.
- Collaborate with financial planners and other advisors.
Qualifications
Required:
- 3–5 years of relevant tax experience.
- Post-secondary education.
- Solid analytical and research skills.
- Excellent attention to detail.
- Strong organizational and time-management skills.
- Excellent written and verbal communication.
Preferred:
- CPA.
- Enrolled Agent (EA).
- Canadian and/or US tax experience.
- Canada/US cross-border tax experience.
- Experience with individual tax returns.
What makes someone successful at MCA?
You're interested in becoming a cross-border tax specialist, not simply preparing tax returns.
You're analytical, organized and comfortable working through complicated questions.
You understand that the quality of your work depends partly on the quality of the information you receive—and you're comfortable identifying gaps and getting the information you need.