US Senior Tax Associate

Job summary

The Senior Tax Associate will prepare and review US personal tax returns and international forms while researching complex tax compliance issues. They will also provide technical guidance and coaching to junior team members to support the firm's tax services.

Job details

Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private Client is a firm that provides accounting and tax services primarily to clients in the US and Canada ranging in size from small owner-manager enterprises to large, privately held organizations, as well as individuals, trusts and partnerships. The candidate will work with a team of accountants, lawyers and tax professionals. A confident individual who demonstrates initiative and motivation toward continuous improvement of self and firm processes, and who operates with a sense of urgency, and is looking to add value to their clients in a meaningful way is recommended for this position. Primary Responsibilities * Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates to US federal income tax compliance. * Prepare and review of US personal tax returns, including Forms 1040, and 1040NR. * Prepare and review international forms, including FinCEN 114, 3520/3520-A, 5471, 8858, 8621, and 8865. * Research and analyze U.S. tax compliance issues, including, but not limited to residency status, income sourcing, foreign tax credits and treaty positions. * Provide daily guidance, coaching, and technical development to junior tax team members. Skills And Experience * Minimum 3+ years of relevant US tax experience * Completion of US CPA/EA or working towards completion, preferred. * Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving. * Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude. * Passion to learn and grow and be an integral part of a high-performing team. Benefits * Dynamic Work Environment * Competitive Salary * Health Insurance / Extended Benefit * Vacation Days / Personal Care Time * Subsidized Underground Parking * Professional Development * Free On-site Gym

What you’ll do

The Senior Tax Associate will prepare and review US personal tax returns and international forms while researching complex tax compliance issues. They will also provide technical guidance and coaching to junior team members to support the firm's tax services.

Requirements

Candidates must have at least 3 years of relevant US tax experience and possess strong time management and communication skills. Completion or progress toward a US CPA or EA designation is preferred.

Benefits

• Dynamic Work Environment • Competitive Salary • Health Insurance • Extended Benefit • Vacation Days • Personal Care Time • Subsidized Underground Parking • Professional Development • Free On-site Gym

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• Collaboration · Preferred
• interpersonal skills · Preferred
• Communication · Preferred
• Coaching · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• US Federal Income Tax Compliance
• Tax Return Preparation
• Tax Research
• Coaching
• Time Management
• Communication
• Interpersonal Skills
• Relationship Building
• Collaboration
• Problem Solving
• US CPA
• EA
• Tax Compliance
• Self-Starter
• Federal Income Tax
• Quick Learning
• Research
• Accounting
• Certified Public Accountant
• Continuous Improvement Process
• Financial Crimes Enforcement Network (FinCEN)
• Interpersonal Communications
• Personal Care
• Tax Credits
• Tax Returns
• Technological Change

Job areas

• Finance & Accounting
• Consulting
• Tax Associate
• Tax Specialist
• Accountants
• Tax Preparers