Tax Analyst Support
2 days ago
Ottawa ON, Ottawa Census Division, ON; Ontario, Canada
TAG Software Group
Full-time
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TAG is looking for a Tax Analyst, based anywhere in Canada, to support the portfolio's Canadian, US and international tax compliance. The role reports to the portfolio's tax leadership and suits a CPA, or a CPA candidate, who wants hands‐on exposure to cross‐border corporate tax.
TAG's portfolio includes Canadian, US and foreign subsidiaries, so the work spans foreign affiliate surplus, US E&P, indirect tax and other jurisdictional direct taxes.
About Tag Software Group
TAG Software Group is a team of experienced investors and operators dedicated to acquiring, enhancing, and growing mission‐critical software companies serving SMB, enterprise, and public sector customers.
Founded as part of a permanent home for software companies, we don't buy to sell. Our focus is on long‐term partnerships that protect your legacy, employees, and customers.
Our in‐house team delivers an efficient, transparent, and seller‐friendly process, ensuring speed and certainty of close. Once part of TAG, your company gains access to proven best practices, dedicated value‐creation resources, and the extended ecosystem of our sister companies, including proprietary in‐house technology including ValPay and Sadie AI helping your business reach the next level.
Support international mergers and acquisitions, including tax due diligence and post‐acquisition integration.
Maintain FAPI calculations, including tracking FAPI, FAPL and related adjustments for each controlled foreign affiliate.
Maintain safe income calculations to support section 55 planning on intercorporate dividends.
Perform mind and management (central management and control) reviews of international companies to support their tax residency positions.
Assist with repatriation planning and international money movements.
Provide tax support to business units in Canada, the US and Europe.
Advise controllers on transfer pricing methods and policy.
Prepare quarterly and annual income tax provisions.
Prepare return‐to‐provision reconciliations and propose true‐up entries.
Review subsidiary and international tax returns prepared by external advisors or local teams.
Prepare working papers for the US and Canadian tax returns as requested by external preparers.
Assist with new state sales tax registrations in Avalara.
Review sales tax filings and support sales tax audits.
Liaise with the Canada Revenue Agency, Revenu Québec and the IRS on tax matters.
Assist with income tax audits.
Prepare W-9 and W-8BEN / W-8BEN-E forms for group entities and respond to vendor and customer requests.
Assist treasury with tax payment scheduling, intercompany settlements and cash forecasting inputs.
Bachelor's degree in accounting, commerce or a related field.
~2+ years of corporate tax experience in public accounting or a corporate tax environment, with exposure to both Canadian and US tax matters.
~ Working knowledge of Canadian corporate tax, including the foreign affiliate rules.
~ Strong Excel skills and comfort maintaining large, multi‐entity schedules.
~ Clear written English; French is an asset for working with the Montreal head office.
~ CPA In‐Depth Tax Course.
Experience with international tax, including surplus, FAPI or safe income calculations.
Exposure to US federal and state tax, including E&P and sales tax nexus.
Experience with Avalara, Corptax, TaxPrep or similar tax software.
Experience with ASC 740 / IAS 12 tax provisions.
Familiarity with M&A tax due diligence, tax structuring and cross‐border tax planning.
Work from home: A fully remote role, open to candidates anywhere in Canada, with the flexibility to manage your day in a way that works for you.
Competitive pay: A competitive salary and benefits package that reflects your skills and your growth with us.
Broad exposure to Canadian international, US federal and state, and indirect tax in an acquisitive, multi‐jurisdiction group.
A clear growth path toward Senior Tax Analyst and Tax Manager.