U.S. Individual Tax Strategic Advisor

3 weeks ago

Surrey, British Columbia, Canada MNP Full time
Job Description

We are seeking a highly skilled Tax Planning and Compliance Specialist to join our U.S. Individual Tax team as a Manager.

About the Role

This is a dynamic and challenging role that requires a strong understanding of U.S. Individual Tax laws and regulations. As a trusted advisor, you will work closely with clients to deliver customized tax strategies that minimize tax liability and maximize business growth.

Key Responsibilities
  • Lead multiple client-facing engagement teams responsible for completing U.S. Individual tax engagements involving advice on tax planning opportunities, tax minimization strategies, and compliance issues.
  • Assist organizations in deciding which US Individual structure will be the most effective from a tax perspective – subsidiary, branch, or joint-venture partnership; as well as assisting clients in choosing effective methods of capitalization and financing that are efficient.
  • Accountable for the delivery of industry and technical expertise relating to complex tax and assurance issues through high-quality deliverables such as: client interactions, reports, technical work, and management presentations.
  • Perform due diligence or modeling with respect to potential acquisitions by Canadian entities of US subsidiaries, partnerships, or business operations.
  • Review domestic/international federal and multi-state individual information returns.
  • Manage project financials (budgets, WIPS, timely billing, and collection, and variance recognition).
  • CORRESPOND WITH TEAM MEMBERS AND CLIENTS IN RESPONSE TO SPECIFIC INDIVIDUAL TAX QUERIES.
  • Review, investigate, and correct discrepancies and irregularities in financial entries and reports.
  • Research client issues that arise from compliance or planning work such as the effects of various tax treaty provisions on the taxpayer (capital gains, dividends, business profits, etc.).
  • Contribute to the preparation and delivery of competitive proposals to meet client needs.
  • Collaborate with client engagement team prior to commencement of client work to discuss roles and responsibilities, risk areas, materiality, and deadlines.
  • Think strategically about client needs by understanding their business and key risks.
  • Identify ways to maximize the relationship with clients and deliver added value.
  • Maintain high quality control by reviewing tax returns and other work done from other team members for accuracy and completeness; provide feedback to team members.
  • Monitor project timelines against targets, adjust where necessary; advise clients of project status and seek clarification on discrepancies where applicable.
  • Navigate and take a leadership role in the local professional, business, and community while raising awareness of MNP and looking for new business development opportunities.
  • Utilize team appropriately to ensure proper documentation is prepared for the client and procedures relating to the file are followed accordingly.
  • Contribute to the development of new ideas and approaches to improve work processes.
  • Develop, coach, and train team members towards professional and personal development.
  • Conduct formal, written annual performance reviews.
  • Promote regular attendance, balanced lifestyle, and high standard of team wellness.
  • Attend internal MNP courses to further develop accounting and assurance knowledge.
Required Skills and Qualifications
  • Completion of a Chartered Professional Accountant (CPA) designation or U.S. Certified Public Accountant (CPA) designation.
  • Working towards or possesses a Master's Degree in U.S. Taxation or Law or Member of the Bar is considered an asset.
  • 5 to 8 years of relevant work experience in public accounting and/or tax consulting.
  • Extensive knowledge of and experience working in U.S. Individual Tax.
  • Solid understanding of business, accounting, management, and practice development principles.
  • Experience preparing and reviewing S. tax compliance and implementing of tax reorganizations.
  • Working knowledge of transfer pricing tax concepts.
  • Experience working with, or exposure to, accounting and tax software such as CaseWare, GoSystem, ProSystem, and Profile.
  • Strong computer literacy including effective working skills of Microsoft Word, Excel, and PowerPoint.
  • Some travel may be required.
Estimated Salary Range:

$120,000 - $180,000 per year.

  • U.S. Individual Tax Manager

    4 weeks ago

    Surrey, British Columbia, Canada MNP Full time

    About MNPMNP is a leading national accounting, tax, and business advisory firm in Canada, proud of its entrepreneurial spirit and commitment to empowering teams. Our talented members transform mid-market business practices, providing innovative solutions and business strategies.Job DetailsDescriptionMake a meaningful impact with our U.S. Individual Tax team...

  • Strategic Tax Leader

    1 month ago

    Surrey, British Columbia, Canada MNP Full time

    We are seeking a Strategic Tax Leader to join our team at MNP. As a trusted advisor, you will design solutions for clients that meet compliance and reporting requirements, minimize risk, drive efficiencies and maximize returns.The ideal candidate will have 7 to 8 years of relevant public accounting or tax consulting experience, including a strong...

  • Tax Senior Manager

    1 month ago

    Surrey, British Columbia, Canada MNP Full time

    Job Overview MNP is a leading national accounting, tax, and business advisory firm in Canada. We are seeking a Senior Manager to join our Tax team, who will deliver customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor, you will design solutions for clients that meet compliance and reporting requirements,...

  • Strategic Tax Leadership Opportunity

    3 weeks ago

    Surrey, British Columbia, Canada MNP Full time

    At MNP, we are seeking an experienced Senior Manager to lead our Tax team in delivering customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor, you will design solutions for clients that meet compliance and reporting requirements, minimize risk, drive efficiencies, and maximize returns.Key ResponsibilitiesLead...

  • Tax Leadership Position for a Dynamic Team

    4 weeks ago

    Surrey, British Columbia, Canada ENGINEERINGUK Full time

    At ENGINEERINGUK, we're seeking a talented Senior Manager, Tax to join our team. With a focus on innovative solutions and entrepreneurial spirit, our empowered teams thrive in a culture of change. As a trusted advisor, you'll deliver customized tax strategies, driving efficiencies and maximizing returns for our clients.Responsibilities:Lead client-facing...

  • Lead Auditor and Strategic Advisor

    3 weeks ago

    Surrey, British Columbia, Canada Fraser Health Full time

    About the RoleWe are seeking an experienced Lead Auditor and Strategic Advisor to join our team at Fraser Health. In this key leadership position, you will play a crucial role in driving the development and implementation of internal audit and advisory services that align with our organization's mission and strategic plan.As a Lead Auditor and Strategic...

  • Strategic Marketing Advisor

    4 weeks ago

    Surrey, British Columbia, Canada ABLE IMMIGRATION SERVICES LTD Full time

    Job DescriptionWe are seeking a Strategic Marketing Advisor to join our team at Able Immigration Services Ltd.Company OverviewAble Immigration Services Ltd is a reputable immigration services company dedicated to providing exceptional support to individuals and families navigating the complex world of immigration. Our goal is to empower clients to achieve...

  • Senior Manager of Tax Advisory Services

    4 weeks ago

    Surrey, British Columbia, Canada Mnp Llp Full time

    MNP LLP, a leading Canadian accounting and consulting firm, is seeking an experienced Senior Manager to lead its Tax Advisory Services team. As a trusted advisor, you will design solutions for clients that meet compliance and reporting requirements, minimize risk, drive efficiencies and maximize returns.Key ResponsibilitiesLead multiple client-facing...

  • Strategic Financial Advisor

    4 weeks ago

    Surrey, British Columbia, Canada Russell Brewing Company Ltd. Full time

    About Our TeamRussell Brewing Company Ltd. is a leading brewer of high-quality beers, and we're seeking an experienced Strategic Financial Advisor to join our team.

  • Strategic Office Coordinator

    4 weeks ago

    Surrey, British Columbia, Canada Canam Accounting & Tax Services LTD. Full time

    Job DescriptionWe are seeking an experienced Strategic Office Coordinator to join our team at Canam Accounting & Tax Services LTD.Job Summary:The successful candidate will be responsible for coordinating office operations, managing administrative tasks, and providing exceptional support to our team members.Key Responsibilities:Administrative Support: Provide...

  • Strategic Sales and Marketing Advisor

    4 weeks ago

    Surrey, British Columbia, Canada Chan Contracting Services Ltd. Full time

    About the RoleWe are seeking a highly skilled Strategic Sales and Marketing Advisor to join our team at Chan Contracting Services Ltd. As a key member of our sales and marketing team, you will be responsible for developing and implementing strategic plans to drive business growth and revenue.Main Responsibilities:Develop and implement sales strategies to...

  • Tax Consultant Lead

    1 week ago

    Surrey, British Columbia, Canada MNP Full time

    Job DescriptionMNP is seeking a Senior Manager to join our Tax team. This diverse group of professionals delivers customized tax strategies within a complex and dynamic regulatory framework.The ideal candidate will design solutions for clients that meet compliance and reporting requirements, minimize risk, drive efficiencies and maximize returns.Key...

  • Accounting Clerk Position

    4 weeks ago

    Surrey, British Columbia, Canada Aman Tax & Accounting Inc Full time

    About the CompanyAman Tax & Accounting Inc is a reputable firm seeking an experienced accounting clerk to join our team.Job DescriptionWe are looking for a skilled accounting clerk to assist in various financial tasks, including bank reconciliations, payment collection, and financial statement preparation.Key ResponsibilitiesPrepare accurate and timely bank...

  • Business Operations Specialist

    4 weeks ago

    Surrey, British Columbia, Canada REX TAX INC Full time

    Job Description:R EX X TAX INC is seeking a highly skilled Business Operations Specialist to join our team. This role will be responsible for overseeing and coordinating office administrative procedures, ensuring that all tasks are completed efficiently and effectively.About the Role:The successful candidate will have 1 year to less than 2 years of...

  • Taxation Specialist

    3 weeks ago

    Surrey, British Columbia, Canada MNP Full time

    Company OverviewMNP is a leading national accounting, tax and business advisory firm in Canada. We pride ourselves on being entrepreneurial to our core, with talented team members who transform mid-market business practices.About the JobWe are seeking an experienced Taxation Specialist - International Advisory to join our dynamic International Tax group. As...

  • Strategic Financial Planner

    4 weeks ago

    Surrey, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job Description:RBC Dominion Securities Inc. is seeking a skilled Investment AdvisorAs an Investment Advisor at RBC Dominion Securities Inc., you will have the opportunity to help your clients achieve their financial goals while growing your own business.Key Responsibilities:You will build and maintain relationships with high-net-worth individuals, families,...

  • Financial Analyst Assistant

    4 weeks ago

    Surrey, British Columbia, Canada Aman Tax & Accounting Inc Full time

    About Aman Tax & Accounting IncAman Tax & Accounting Inc is a dynamic and growing firm dedicated to providing exceptional accounting services to individuals and businesses.Job SummaryWe are currently seeking an experienced Financial Analyst Assistant to join our team. As a key member of our accounting department, you will be responsible for providing...

  • Administrative Support Specialist

    3 weeks ago

    Surrey, British Columbia, Canada Gillco Tax & Accounting Inc. Full time

    About Gillco Tax & Accounting Inc.We are a dynamic and growing accounting firm seeking a highly organized and detail-oriented Administrative Support Specialist to join our team. As an essential member of our operations department, you will be responsible for ensuring the smooth day-to-day functioning of our office.Estimated Salary: $45,000 - $55,000 per...

  • Strategic Business Leader

    3 weeks ago

    Surrey, British Columbia, Canada Phantom Works Ltd Full time

    At Phantom Works Ltd, we are seeking a highly skilled and experienced Strategic Business Leader to join our team. This is a permanent position with a salary of $85,000 per year, paid in English.Job OverviewThe Strategic Business Leader will be responsible for allocating resources to implement organizational policies and programs, authorizing the...

  • Finance Director for Strategic Growth

    4 weeks ago

    Surrey, British Columbia, Canada Pacific Academy Full time

    Pacific Academy, a leading independent Christian School in Surrey, British Columbia, seeks an exceptional Finance Director to oversee its financial health. This key role plays a pivotal part in the school's success, responsible for managing all financial operations, including budgeting, financial planning, accounting, and reporting.About the RoleThe Finance...