Meridia Recruitment Solutions has partnered with Waypoint, a venture-backed, AI-native tax firm, to recruit a Senior Tax Manager to lead its US cross-border individual tax practice. Waypoint is a venture-backed, AI-native tax firm helping US citizens, green card holders, and expats meet their US tax filing obligations. The firm builds AI agents that automate the end-to-end work of tax professionals, so every member of the team reviews AI-produced work instead of preparing it by hand.

Work with product and engineering to design, evaluate, and improve our AI agents, turning review findings into concrete improvements. Identify bottlenecks in our tax workflow and help automate them. TAX OPERATIONS Maintain firm tax positions, review checklists, and quality control standards, and keep the team current on IRS changes.

Lead, mentor, and manage our senior tax accountants across Israel and Canada, from hiring and onboarding to performance reviews. Build a culture of ownership, accuracy, and continuous improvement. Lead prospect meetings, scope and price engagements with sales, and write proposals that turn leads into long-term clients.

TECHNICAL REVIEW AND ESCALATIONS 8+ years of US individual tax experience,



including at least 2 years as a Tax Manager leading a team of expat tax preparers and reviewers. Deep expertise in international individual tax, including Forms 1040, 2555, 1116, 8938, 8621, 3520, 5471, and FinCEN 114 (FBAR). Proven track record running tax operations through busy seasons, including workflow design, capacity planning, and quality control.

Hands-on experience with professional tax software such as CCH Axcess. Ability to work independently in a fully remote workplace. Strong leadership and communication skills, and comfort leading a remote team across time zones.

Background in business tax.

Background in bookkeeping. The position includes equity/stock options, 20 days of paid vacation, and the flexibility to work from anywhere.

Meridia Recruitment

Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. To learn more about Meridia Recruitment Solutions, our job opportunities, and our services, please visit our website. #

📌 Senior Tax/Tax Manager (Winnipeg)
🏢 Meridia Recruitment Solutions, a KBRS
📍 Winnipeg