Company Description
Balance Accounting.com Inc. provides affordable, low-maintenance bookkeeping and tax services to small to medium sized business owners. With a focus on helping business owners manage their books and finances effectively, we aim to eliminate the stress and surprises of tax season and help with tax planning along the way. Our unique, proactive approach ensures that clients understand their business finances, are well-prepared for tax filings and can focus on their core business activities.
Role Description
This is a full-time hybrid role for an experienced US Tax Senior Analyst. The ideal candidate will be responsible for the preparation and review of a wide range of U.S. tax returns, including individual, corporate, non-profit and partnership filings. The role requires staying current with evolving tax laws and regulations, while applying this knowledge to ensure compliance and identify planning opportunities.
Key responsibilities
- Prepare and review U.S. federal, state, and local tax returns for corporations, partnerships, and individuals
- Ensure compliance with IRS regulations and applicable tax laws while identifying potential risks
- Conduct tax research and provide guidance on complex tax issues
- Assist with tax planning strategies to optimize client tax positions
- Manage multiple client engagements, ensuring deadlines and quality standards are met
- Communicate with clients to gather information, resolve queries, and provide updates
- Support with IRS and state notices, and correspondence, including preparing responses
- Collaborate with cross-functional teams on tax-related matters
- Stay updated on changes in U.S. tax legislation and assess their impact on clients
Qualifications
- BA/BS Degree in Accounting or related field of study.
- US CPA certification is a must (including verification with ID.me and ability to access irs.gov E-services as a tax professional).
- 2-4 years of experience at a Senior Analyst level, with a focus on tax management.
- Experience preparing and reviewing accounting for income taxes in accordance with ASC 740.
- Working knowledge of tax code and technical aspects of tax preparation and compliance.
- High degree of accuracy and attention to detail.
- Experience with Microsoft Office programs.
- Excellent English communication and interpersonal skills.
- Strong organizational and time-management abilities.
- Self-motivated and able to work independently with minimal supervision.
- Problem-solving skills and the ability to make decisions based on accurate and timely analyses.
- Collaborate with other team members on larger projects.
Location: Hybrid - required to collaborate in the Woodbridge office 1-2 times a week
Hours: 40 hours a week standard, higher hours in busier times
3 weeks of vacation
Pay: $80,000.00-$95,000.00 per year
Benefits:
- Dental care
- Extended health care
- Paid time off
Ability to commute/relocate:
- Woodbridge, ON L4L 3S8: reliably commute or plan to relocate before starting work (required)
Education:
- Bachelor's Degree (required)
Experience:
- US Tax : 3 years (required)
Licence/Certification:
Location:
- Woodbridge, ON L4L 3S8 (required)
Work Location: Hybrid remote in Woodbridge, ON L4L 3S8
