Tax Manager – U.S./Canada Cross-Border Tax

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Engage in client meetings, offering technical expertise while fostering robust client relationships.

• Assist in the management of a portfolio consisting of U.S., Canadian, and dual-resident clients, ensuring timely and precise service delivery.

• Act as the primary contact for client communications and relationship management.

• Review straightforward and intermediate U.S. and Canadian tax filings.

• Prepare or supervise the preparation of Forms 1040, 1120, 1065, T1, T2, and T3.

• Coordinate or review cross-border disclosures, including FBAR, 5471, 8621, 3520, and others.

• Identify opportunities and risks related to cross-border tax planning.

• Investigate and convey complex tax issues to team members and clients.

• Provide mentorship and coaching to junior team members; assist in training and performance discussions.

• Create, enhance, and document internal procedures and best practices.

• Engage in business development efforts through referrals, networking, or proposal involvement.

• Support process automation and enhance system efficiencies.

• Deliver weekly updates during team check-ins.

• Operate with minimal supervision and a high degree of independence.

⛳️ Requirements

• CPA designation (PH or its equivalent).

• Over 5 years of experience in preparing and reviewing U.S. personal tax returns (Form 1040).

• More than 5 years of experience working with a U.S. or Canadian accounting firm.

• Strong technical knowledge of U.S. and Canadian tax legislation.

• Proficient in written and spoken English with exceptional communication skills.

• Tech-savvy, possessing advanced computer skills.

• Availability to work night shifts aligned with Canadian hours.

• High attention to detail, strong organizational skills, and the ability to self-manage.

• Demonstrated ability to manage client relationships and deliver high-quality work autonomously.

🏝️ Benefits

• 13th-month pay.

• Paid holidays.

• Health top-up.

• Performance-based growth opportunities.