Senior Tax Manager

Job summary

Lead US cross-border individual tax operations, including workflow planning, quality control, complex return review and signing, and management of a remote team of senior tax accountants. Manage high-value client relationships and support business development while partnering with product and engineering teams to improve AI-powered tax tools and automation.

Job details

Senior Tax Manager, US Cross-Border Tax Remote | Full-Time Reference # AC-7474 Meridia Recruitment Solutions has partnered with Waypoint, a venture-backed, AI-powered tax firm, to recruit a Senior Tax Manager to lead its US cross-border individual tax practice. Waypoint helps US citizens, green card holders, and expatriates meet their US tax filing obligations. Reporting directly to the founders, the Senior Tax Manager will lead tax operations, oversee a team of senior tax accountants, manage complex client relationships, and help shape the firm’s use of AI and technology as it continues to grow. YOUR RESPONSIBILITIES: • Lead US cross-border individual tax operations, including workflow, capacity planning, filing deadlines, quality control, and process improvement. • Lead, mentor, and manage a remote team of senior tax accountants across Canada and Israel. • Serve as final reviewer and signer on complex US individual tax returns for clients living abroad, including escalations, IRS correspondence, and amended returns. • Own relationships with complex and high-value clients and support business development through prospect meetings, engagement scoping, pricing, and proposals. • Partner with product and engineering teams to improve AI-powered tax tools and identify opportunities for automation. YOUR REQUIREMENTS: EDUCATION & EXPERIENCE • Active CPA or EA designation. • 8+ years of US individual tax experience, including at least 2 years as a Tax Manager leading expat tax professionals. • Strong expertise in international individual taxation and experience with complex US individual returns for clients living abroad. • Experience managing tax operations through busy seasons, including workflow, capacity planning, and quality control. • Experience managing complex client relationships and contributing to practice growth. • Hands-on experience with professional tax software such as CCH Axcess. KEY SKILLS & CHARACTERISTICS • Strong technical, analytical, leadership, and communication skills. • Excellent client service and relationship management abilities. • Highly organized with strong attention to detail and a commitment to accuracy. • Ability to work independently and lead effectively in a fully remote, multi-time-zone environment. • Interest in leveraging AI and emerging technology to improve tax operations. • Experience with business taxation, bookkeeping, or AI tools such as ChatGPT and Claude would be considered an asset. This is a current vacancy; the salary range is $120,000 - $150,000 USD. The position is fully remote and includes 20 days of paid vacation and equity/stock options. To express interest in this opportunity, please click on the "Apply Now" button below. For more information, please contact Adam Creaghan, Partner, at acreaghan@kbrs.ca or 647-336-1416 or Lauren MacDonald, Recruitment Specialist, at laurenmacdonald@kbrs.ca or 902-407-1427. If you require accommodation to participate in the recruitment process, please let Lauren know. 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. We appreciate your interest in this opportunity. To learn more about Meridia Recruitment Solutions, our job opportunities, and our services, please visit our website.

What you’ll do

Lead US cross-border individual tax operations, including workflow planning, quality control, complex return review and signing, and management of a remote team of senior tax accountants. Manage high-value client relationships and support business development while partnering with product and engineering teams to improve AI-powered tax tools and automation.

Requirements

Requires an active CPA or EA designation, at least eight years of US individual tax experience, and at least two years managing expat tax professionals. Candidates should have strong international individual tax expertise, experience managing busy-season operations and complex client relationships, and hands-on experience with professional tax software such as CCH Axcess.

Benefits

• Paid Vacation
• Equity/Stock Options

Listed skills

• Team Leadership · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred
• Quality Control · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• US Cross-Border Individual Taxation
• International Individual Taxation
• Tax Operations Management
• Team Leadership
• Tax Return Review
• IRS Correspondence
• Client Relationship Management
• Business Development
• Workflow Management
• Capacity Planning
• Quality Control
• Process Improvement
• Professional Tax Software
• CCH Axcess
• AI and Automation
• Remote Team Management

Job areas

• Finance & Accounting
• Management & Leadership
• Technology
• Customer Service & Support

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