U.S. Tax Manager

Location: Richmond Hill, Ontario, Canada

Job Type: Full time, Permanent

Key Responsibilities

- Manage and review U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including complex tax engagements.

- Oversee the preparation and review of tax workpapers to ensure accuracy and compliance with professional standards and firm methodologies.

- Lead U.S. tax compliance engagements involving Forms 1040, 1040-NR, 1120, 1120-F, 1065, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.

- Review and provide guidance on U.S. estate and gift tax filings, including Forms 706-NA and 709, where applicable.

- Conduct and review tax research relating to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI.

- Communicate technical tax conclusions and recommendations to partners and clients.

- Serve as a key client contact, responding to tax inquiries, managing expectations, and maintaining strong professional relationships.

- Manage engagement timelines, staffing, and deliverables to ensure deadlines and quality standards are met.

- Review and respond to IRS and state tax authority notices and correspondence.

- Support recent client onboarding, including engagement scoping, information gathering, and establishing tax compliance processes.

- Identify opportunities to improve workflows, operational efficiency, and best practices within the U.S. Tax division.

- Train, mentor, supervise, and provide performance feedback to associates and senior associates.

- Assist partners with practice management activities, resource allocation, and workflow planning.

Qualifications and Requirements

- Undergraduate degree in Accounting or a related field, or equivalent professional experience.

- Minimum of 5 years of progressive U.S.



tax experience within a public accounting firm, including at least 2 years in a leadership or supervisory role.

- Strong experience preparing and reviewing U.S. individual tax returns, including Forms 1040 and 1040-NR.

- Demonstrated experience with U.S. corporate tax returns, including Forms 1120 and 1120-F, and partnership tax returns (Form 1065).

- Experience managing U.S. international tax reporting requirements, including:

- Passive Foreign Investment Company (PFIC) rules and Form 8621 reporting.

- Subpart F and Global Intangible Low-Taxed Income (GILTI) provisions.

- Foreign information reporting, including Forms 5471 and 5472, and FinCEN Form 114.

- U.S. trust reporting, including Forms 3520 and 3520-A.

- Strong technical knowledge of U.S. federal and state tax compliance.

- Experience with U.S. estate and gift tax filings is an asset.

- Knowledge of Canadian tax legislation is an asset.

- A U.S. CPA or Enrolled Agent (EA) designation, or a master's degree in Accounting, is considered an asset.

- Proficiency with professional U.S. tax preparation software; GoSystem experience is an asset.

- Strong leadership, communication, analytical, and client relationship management skills.

- Ability to manage multiple client engagements, competing priorities, and strict deadlines in a professional services environment.

What the Opportunity Offers

- Competitive compensation and comprehensive benefits.

- Annual performance-based bonus opportunities.

- Ongoing professional development and career advancement opportunities.

- A collaborative, inclusive, and supportive work environment.

- Employee appreciation days off and competitive vacation.

- Client and employee referral programs.

- Opportunities to contribute to practice development and take on increased leadership responsibilities.

#CASYN

📌 U.S. Tax Manager (Richmond Hill)
🏢 Synectics Workforce Group
📍 Richmond Hill