Job Description
Full job description
Job Title: Associate, US Tax
About Us
We are a specialized firm with a niche focus on U.S Taxation and sales of property in the U.S by Canadians. We offer a one-stop solution for Snowbirds, Investors, and Vacationers which is unique in the Canadian marketplace.
We’re competent, reliable, efficient, and always do what we commit to doing. We live and work by our Values: Integrity, Honesty, Transparency, Fairness, and Accountability.
To find out more about us and the services we offer, visit us at:
https://firptacanada.ca
We are looking for an Associate, US Tax to join our team. Read on and see if this sounds like a position you would be interested in.
About You
You are a problem-solver with exceptional organizational skills. You support our clients, with a tenacity that takes customer service to a whole new level. You are tech savvy and proficient in a vast array of office software. Your openness to learning new ways of doing things makes you the resourceful team player that you are. You pay attention to detail so almost nothing gets by you. Not to mention the fact that you just keep improving your skills.
You have
Excellent communication (written and verbal) skills
A solid work ethic
A fun-loving personality
Best in class client service levels
About the role
Job Type: Full Time, Permanent
Location: Calgary Downtown in office
Compensation Range: $70,000 - $80,000
The Associate, US Tax reports to the Managing Partner and you will be working very closely with our team members, clients and U.S Escrow and Title companies. From answering and responding to phone and email inquiries to handling confidential documents, acting as liaison with clients and escrow agents, preparation of FIRPTA Compliance documentation, preparation of U.S. Tax Returns, and maintaining our exceptionally high customer service standards, this position is an integral part of our business. You will manage a client file from beginning to end. Having a high sense of accountability, good judgement and a passion for excellence are some of the hallmarks of this position.
Your Responsibilities
Client relationships - handling client communication by email and phone in a timely and professional manner.
Preparing U.S. Federal and State Income Tax Returns
Analyzing and communicating tax matters, issues, and potential solutions
Resolving tax disputes with U.S. Federal and State Tax Agencies on behalf of clients
Workflow Management - Managing workflow and sales funnel for on-time completion including follow up with clients, and title/escrow companies.
Researching U.S tax laws as it relates to a client file
Performing general office duties including assembling mailouts, managing incoming and outgoing mail, filing, scanning, photocopying
Managing electronic filing and data entry
Flexibility to work additional hours during tax season.
Maintaining professional credentials in good standing
Other duties as assigned.
Your Skills and Qualifications
Enrolled Agent or U.S. CPA Designation
Based in Calgary for this in-office position
At least 3 years related experience
Proven advanced computer skills: particularly MS Office, Zoom, Teams, CCH Axcess platform and other technology.
Strong analytical and math skills.
Reasonable typing speed and keyboarding skills
Excellent time management
Team Player, open minded, and always looking for efficiencies.
High standard of ethics and confidentiality to handle sensitive information.
Exceptional attention to detail and ability to manage multiple projects at the same time.
We Offer:
Benefits Package including Health / Dental after probationary period
Health Spending Account after probationary period
Financial support for ongoing professional development
If this seems like a good fit, we would like to get to know you. Please include a cover letter and resume in your application. Note that only successful applicants based in and around Calgary will be contacted.
Job Types: Full-time, Permanent
Pay: $70,000.00-$80,000.00 per year
Benefits:
Dental care
Extended health care
Paid time off
Ability to commute/relocate:
Edmonton, AB: reliably commute or plan to relocate before starting work (preferred)
Experience:
US Tax: 2 years (preferred)
Licence/Certification:
US CPA or Enrolled Agent (IRS) License (required)
Work Location: In person
Job Title: Associate, US Tax
About Us
We are a specialized firm with a niche focus on U.S Taxation and sales of property in the U.S by Canadians. We offer a one-stop solution for Snowbirds, Investors, and Vacationers which is unique in the Canadian marketplace.
We’re competent, reliable, efficient, and always do what we commit to doing. We live and work by our Values: Integrity, Honesty, Transparency, Fairness, and Accountability.
To find out more about us and the services we offer, visit us at:
https://firptacanada.ca
We are looking for an Associate, US Tax to join our team. Read on and see if this sounds like a position you would be interested in.
About You
You are a problem-solver with exceptional organizational skills. You support our clients, with a tenacity that takes customer service to a whole new level. You are tech savvy and proficient in a vast array of office software. Your openness to learning new ways of doing things makes you the resourceful team player that you are. You pay attention to detail so almost nothing gets by you. Not to mention the fact that you just keep improving your skills.
You have
Excellent communication (written and verbal) skills
A solid work ethic
A fun-loving personality
Best in class client service levels
About the role
Job Type: Full Time, Permanent
Location: Calgary Downtown in office
Compensation Range: $70,000 - $80,000
The Associate, US Tax reports to the Managing Partner and you will be working very closely with our team members, clients and U.S Escrow and Title companies. From answering and responding to phone and email inquiries to handling confidential documents, acting as liaison with clients and escrow agents, preparation of FIRPTA Compliance documentation, preparation of U.S. Tax Returns, and maintaining our exceptionally high customer service standards, this position is an integral part of our business. You will manage a client file from beginning to end. Having a high sense of accountability, good judgement and a passion for excellence are some of the hallmarks of this position.
Your Responsibilities
Client relationships - handling client communication by email and phone in a timely and professional manner.
Preparing U.S. Federal and State Income Tax Returns
Analyzing and communicating tax matters, issues, and potential solutions
Resolving tax disputes with U.S. Federal and State Tax Agencies on behalf of clients
Workflow Management - Managing workflow and sales funnel for on-time completion including follow up with clients, and title/escrow companies.
Researching U.S tax laws as it relates to a client file
Performing general office duties including assembling mailouts, managing incoming and outgoing mail, filing, scanning, photocopying
Managing electronic filing and data entry
Flexibility to work additional hours during tax season.
Maintaining professional credentials in good standing
Other duties as assigned.
Your Skills and Qualifications
Enrolled Agent or U.S. CPA Designation
Based in Calgary for this in-office position
At least 3 years related experience
Proven advanced computer skills: particularly MS Office, Zoom, Teams, CCH Axcess platform and other technology.
Strong analytical and math skills.
Reasonable typing speed and keyboarding skills
Excellent time management
Team Player, open minded, and always looking for efficiencies.
High standard of ethics and confidentiality to handle sensitive information.
Exceptional attention to detail and ability to manage multiple projects at the same time.
We Offer:
Benefits Package including Health / Dental after probationary period
Health Spending Account after probationary period
Financial support for ongoing professional development
If this seems like a good fit, we would like to get to know you. Please include a cover letter and resume in your application. Note that only successful applicants based in and around Calgary will be contacted.
Job Types: Full-time, Permanent
Pay: $70,000.00-$80,000.00 per year
Benefits:
Dental care
Extended health care
Paid time off
Ability to commute/relocate:
Edmonton, AB: reliably commute or plan to relocate before starting work (preferred)
Experience:
US Tax: 2 years (preferred)
Licence/Certification:
US CPA or Enrolled Agent (IRS) License (required)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Associate, US Tax position is now open for candidates interested in the Accountant Jobs sector. This role in Edmonton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.