US Tax Manager

Manager, US Tax

About Us

Zeifmans is a tax, accounting and consulting firm that understands clients’ needs and the full range of solutions available. We work within the rules to make the rules work for our clients. We give straightforward, intelligent advice that consistently add to our clients’ bottom lines.

About the Position

As a member of the US Tax Management Team, you will work closely with the Partner and team on US compliance, provision work, tax planning initiatives and requirements. Your organizational skills will enable you to directly work with junior staff, which will include you reviewing their work for accuracy and completeness. Additionally, you will participate and help support with research on tax-planning strategies for our clients and will have an opportunity to support the preparation of tax returns. The successful candidate will possess strong technical expertise in U.S. individual taxation, excellent client service skills, and the ability to mentor and develop team members.

Summary of Responsibilities

Oversee portfolios of U.S. individual and cross-border tax clients, ensuring high-quality service and timely delivery of engagements.

Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates State income tax compliance and U.S income tax provision and preparation

Review complex U.S. trust returns, estate returns and U.S. individual income tax returns, including Forms 1040, 1040NR, and related schedules.

Review and provide guidance on U.S. international information reporting requirements

Maintain current knowledge of U.S. tax legislation, regulatory developments, and Canada-U.S. tax treaty matters.

Identify tax planning opportunities and provide proactive advice to individuals and families with cross-border tax considerations.

Research and analyze complex Canada-U.S. cross-border tax issues and provide practical recommendations to clients.

Supervise a team of staff to ensure compliance with prescribed qualitative and quantitative standards

Develop the capabilities of less experienced staff through coaching, knowledge transfer, and internal training

Oversee and coordinate files with offshore staff

Manage engagement budgets, staffing, and workflow to ensure efficient delivery of client services.

Develop and maintain strong client relationships through exceptional service and trusted advisory support.

Other duties as assigned

Requirements:

College or University degree

CPA designation is an asset

Minimum 4 years of public accounting experience with significant focus on U.S. individual and cross-border taxation

Strong technical knowledge of U.S. expatriate taxation, foreign reporting requirements, and Canada-U.S. cross-border tax matters

US Federal and State compliance knowledge with particular emphasis on cross border issues impacting individuals and exposure to international compliance

Proficiency in Word, Excel, PowerPoint, Outlook

Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment

Strong leadership, coaching, and team development skills

Excellent oral and written communication skills

Experience managing client engagements and supervising staff in a public accounting environment

Experience using Go System or iFirm is an asset.

Job Details

Job Vacancy Status: New Vacancy

Hours of Work: 35 hours per week; the role requires overtime as necessary to meet operational and professional requirements

Location: 201 Bridgeland Ave, North York, Hybrid

Salary: $110,000 – $150,000

Compensation placement will be based on depth of experience, demonstrated skill set, and alignment with the responsibilities of the role.

Great Ideas. Positive Impact. That’s Zeifmans.

Zeifmans Offers You:

Though this position is remote you are always more than welcome to come their office and meet fellow members of the firm’s team. Here are just a few of the other benefits of working at the organization.

Opportunity for growth – gain direct experience working with a wide-range of industry groups and clients

Mentorship – our teams operate with an “open door” policy

Collaborative environment – everyone has a say in our success

Competitive compensation + opportunity for annual bonuses

Full benefits and insurance for you and your immediate family members

“Summer Fridays off” and short Fridays all year long (3 pm office closure)

Summer Fridays Off (July and August)

Flexible in-office dress code

Flexible work hours and location possible

Mental health resources and on-going mental health support

Providing you with opportunities to give back and support your community

Why Zeifmans?

At Zeifmans, you are just not just a number, you are an integral member of our growing Zeifmans team. We are a home to number-crunchers, big thinkers, day dreamers and scholars – because delivering big ideas for such a breadth of clients takes all kinds of wonderful minds.

Supporting you through earning your CPA designation: Our Zeifmans team is here to support you through every step of earning your CPA. We offer a pre-approved program with CPA Ontario, provide paid study days to help you prepare and we reimburse you for exam fees.

Helping you succeed at every level: Get ready for 1:1 career guidance directly from partners and senior managers. You will get a chance to develop skills past just tax, assurance or accounting – there’s tons of room for personal and career growth, along with perks like year-long early Fridays.

Your well-being matters – professionally and personally: At Zeifmans, we take care of each other. That means great health benefits, a focus on work-life balance. Our employees don’t just survive, they thrive.

A focus on giving back: Community involvement is one of our most important values. We encourage employees to give back and participate in a variety of company-sponsored fundraising campaigns that run year-round. If a cause matters to you, it matters to us too, which is why we recently launched a campaign that highlights charities chosen by Zeifmans’ employees.

Use of Artificial Intelligence (AI)

At our company, artificial intelligence (AI) tools are used as part of our recruitment process to support efficiency and enhance the candidate experience. While AI may assist in certain aspects of the process, all hiring decisions and candidate interactions continue to involve human oversight and judgment. We are committed to the responsible and ethical use of AI, and we regularly review and refine our practices to ensure alignment with applicable regulatory requirements and industry best practices

The Zeifmans Commitment to Diversity and Inclusion

We thank all applicants for their interest, however only those candidates selected for interviews will be contacted.