COMPANY DESCRIPTION

Balance Accounting.com Inc. provides affordable, low-maintenance bookkeeping and tax services to small to mid-size business owners. With a focus on helping business owners manage their books and finances effectively, we aim to eliminate the stress and surprises of tax season and help with planning along the way. Our proactive approach ensures that clients understand their business finances, are well-prepared for tax filings and can focus on their core business activities.

JOB SUMMARY

This is a full-time, hybrid role for an experiencedUS Tax Senior Manager or Director.
The ideal candidate will be responsible for tax planning, compliance, preparation, reviewing and ensuring adherence to tax laws. This role involves working closely with clients to optimize their tax strategies and filings.
The candidate must be responsible and proactive, with a keen eye for detail and a strong ability to organize, prioritize, and solve problems effectively. Excellent time management and the capacity to work both independently and collaboratively are essential.
Three weeks annually of vacation and an enhanced benefits plan are included with employment.

SKILLS AND COMPETENCIES

• Strong organizational, interpersonal, and time-management skills
• High degree of accuracy and attention to detail
• Ability to handle confidential information with integrity
• Proficiency in accounting software and MS Office
• Effective verbal and written communication skills
• Strong technical skills in accounting and tax preparation
• Ability to work closely with clients and manage multiple tasks simultaneously

QUALIFICATIONS

• BA/BS Degree in Accounting or related field of study; CPA, JD, LLM, or EA required
• 5-7 years of experience at a managerial level in Public Accounting, with a focus on tax management
• Experience with S-Corps, C-Corps, Partnership Returns and consolidated and combined Returns
• Experience with Individual returns an asset
• Experience preparing or reviewing accounting for income taxes in accordance with ASC 740 and IFRS
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Basic knowledge of Canadian tax laws is a plus
• Experience in dealing with international tax matters is a plus
  Job Type: Full-time
  Pay: $100,000.00-$150,000.00 per year

Benefits:

• Dental care
• Extended health care
• Paid time off

Education:

• Bachelor’s Degree (required)

Experience:

• US Tax: 7 years (required)

Licence/Certification:

• Chartered Professional Accountant (required)

Work Location: Hybrid remote in Woodbridge, ON L4L 3S

• Review tax returns ranging in complexity, including 1120s, 1065s, 1120-F, SALT returns, PFICs, 8865s, 8858s, 1042s, 1099s, 5471s, 5472s, and other related forms
• Manage all aspects of client needs and engagement matters, from sending PBC (Prepared by Client) requests to issuing final bills
• Serve as the primary contact for clients, handling inquiries, providing timely and accurate advice, and ensuring client satisfaction
• Provide tax advisory services to clients, including corporate tax planning, research, compliance, and M&A activities
• Coordinate tax service needs with corporate clients, ensuring federal and state tax compliance
• Stay up to date on current tax practices, laws, and regulations, ensuring the firm’s services remain compliant and cutting-edge.
• Assist with new business development, recognizing tax issues for existing clients and extending service offerings
• Ensure all research findings are consistent with firm policies and professional standards
• Oversee the use of tax software tools and work processes, contributing to the development of best practices
• Manage corporate client needs, including tax services and federal and state tax compliance
• Act as a mentor to staff, providing performance feedback and supporting their development
• Provide support for internal Balance operations as required
• Other responsibilities commensurate with your role and as assigned by Balance from time to time