Company Description
Balance Accounting.com Inc. provides affordable, low-maintenance bookkeeping and tax services to small to mid-size 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 planning along the way. Our proactive approach ensures that clients understand their business finances, are well-prepared for tax filings and can focus on their core business activities.
Job Summary
This is a full-time, hybrid role for an experiencedUS Tax Manager.
The ideal candidate will be responsible for tax planning, compliance, preparation, reviewing and ensuring adherence to tax laws. This role involves working closely with clients to optimize their tax strategies and filings.
The candidate must be responsible and proactive, with a keen eye for detail and a strong ability to organize, prioritize, and solve problems effectively. Excellent time management and the capacity to work both independently and collaboratively are essential.
Three weeks annually of vacation and an enhanced benefits plan are included with employment.
Key Responsibilities
- Review tax returns ranging in complexity, including 1120s, 1065s, 1120-F, SALT returns, PFICs, 8865s, 8858s, 1042s, 1099s, 5471s, 5472s, and other related forms
- Manage all aspects of client needs and engagement matters, from sending PBC (Prepared by Client) requests to issuing final bills
- Serve as the primary contact for clients, handling inquiries, providing timely and accurate advice, and ensuring client satisfaction
- Provide tax advisory services to clients, including corporate tax planning, research, compliance, and M&A activities
- Coordinate tax service needs with corporate clients, ensuring federal and state tax compliance
- Stay up to date on current tax practices, laws, and regulations, ensuring the firm's services remain compliant and cutting-edge.
- Assist with new business development, recognizing tax issues for existing clients and extending service offerings
- Ensure all research findings are consistent with firm policies and professional standards
- Oversee the use of tax software tools and work processes, contributing to the development of best practices
- Manage corporate client needs, including tax services and federal and state tax compliance
- Act as a mentor to staff, providing performance feedback and supporting their development
- Provide support for internal Balance operations as required
Skills and Competencies
- Strong organizational, interpersonal, and time-management skills
- High degree of accuracy and attention to detail
- Ability to handle confidential information with integrity
- Proficiency in QuickBooks Online and MS Office
- Effective verbal and written communication skills
- Strong technical skills in accounting and tax preparation
- Ability to work closely with clients and manage multiple tasks simultaneously
Qualifications
- BA/BS Degree in Accounting or related field of study; CPA, JD, LLM, or EA required
- 3-5 years of experience at a managerial level in Public Accounting, with a focus on tax management
- Experience with S-Corps, C-Corps, Partnership Returns and consolidated and combined Returns
- Experience with Individual returns an asset
- Experience preparing or reviewing accounting for income taxes in accordance with ASC 740 and IFRS
- Working knowledge of tax code and technical aspects of tax preparation and compliance
- Basic knowledge of Canadian tax laws is a plus
- Experience in dealing with International tax matters is a plus
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: $110,000.00-$130,000.00 per year
Benefits:
- Dental care
- Extended health care
- On-site parking
- 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 return preparation : 5 years (required)
- US tax return review: 2 years (required)
Licence/Certification:
- Chartered Professional Accountant (required)
Location:
- Woodbridge, ON L4L 3S8 (required)
Work Location: Hybrid remote in Woodbridge, ON L4L 3S8
