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- Employment type
- Full-time
- Minimum education
- Professional degree
- Posting language
- English
Job summary
Prepare and review U.S. and Canadian personal tax returns, foreign disclosure forms, corporate and sales tax returns, financial statements, and accounting engagements. Manage files and workflow, review workpapers, mentor accounting staff, use technology to improve efficiency, and provide responsive, high-quality client service.
Job details
NUMIS CPAs is looking for a motivated and detail-oriented Accountant to join our growing Cross Border Tax team. This role is ideal for a tax professional with experience in Canadian and U.S. taxation who enjoys working closely with individuals, entrepreneurs, and privately held businesses navigating cross-border tax matters. *Please note US Tax Experience and Cross Border Experience is required for this role* Responsibilities Prepare and review U.S. and Canadian personal tax returns, supporting workpapers, and related tasks to help clients maintain compliance on both sides of the border. Preparation of required foreign disclosure forms, such as FBAR, Form 8938, and T1135. Prepare complex compilation engagements, review engagements and various other accounting assignments Manage file progress and workflow Review working papers and support for the completion of financial statements Review corporate tax returns Review sales tax returns Review monthly bookkeeping engagements Utilize technology to maximize efficiency and accuracy Providing ongoing support and mentoring for the professional development of accounting staff Contribute to client satisfaction by providing clients with exceptional quality, timely and responsive services Qualifications CPA Designation is preferred 2-3+ years with relevant public practice experience within Cross Border Tax (US Experience is required) Experience with Caseware, CCH iFirm, Adobe Acrobat and Microsoft Suite (Excel, Word, Outlook, Teams, OneDrive, Sharepoint) Exposure to paperless systems, including QuickBooks Online, Karbon, and SharePoint considered an asset Strong written and oral communication skills in English Excellent time management skills The ability to work independently with minimal supervision while collaborating effectively with the team when required Driven to meet simultaneous deadlines and adapt to competing priorities
What you’ll do
Prepare and review U.S. and Canadian personal tax returns, foreign disclosure forms, corporate and sales tax returns, financial statements, and accounting engagements. Manage files and workflow, review workpapers, mentor accounting staff, use technology to improve efficiency, and provide responsive, high-quality client service.
Requirements
Requires 2–3 or more years of relevant public practice experience in cross-border tax, including U.S. tax experience; a CPA designation is preferred. Candidates should be proficient with Caseware, CCH iFirm, Adobe Acrobat, and Microsoft Office tools, with strong communication and time-management skills and the ability to work independently, collaborate, and manage competing deadlines.
Listed skills
- Bookkeeping · Preferred
- Customer service · Preferred
- Time management · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- U.S. Taxation
- Canadian Taxation
- Cross-Border Tax
- Personal Tax Returns
- Foreign Disclosure Forms
- Compilation Engagements
- Review Engagements
- Financial Statements
- Corporate Tax Returns
- Sales Tax Returns
- Bookkeeping
- Workflow Management
- Staff Mentoring
- Client Service
- Time Management
- Written and Oral Communication
Job areas
- Finance & Accounting