Senior US Tax Specialist

US Tax Practice, Senior Tax Specialist

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 tax staff member in our US Practice, you will required to be a self-starter with the preparation and/or review of US personal tax assignments. You will not only utilize your technical competancies in this role, but you will also draw on your strong interpersonal skills to develop solid working relationships with your team members, as well as our clients. You will play a key role in providing compliance and advisory services to U.S. citizens, Green Card holders, and other cross-border individuals living in Canada and abroad. This position is ideal for a tax professional with strong experience in U.S. individual taxation, expatriate tax compliance, and Canada-U.S. cross-border matters.

Summary of Responsibilities

Prepare and review tax returns by demonstrating a thorough understanding of tax concepts and application of tax knowledge as it relates to:

U.S. individual income tax returns, including Forms 1040, 1040NR, and related schedules.

U.S. international information returns and disclosures

U.S. trust and estate tax returns

Liaise with U.S. federal and state tax authorities regarding notices, assessments, and other compliance matters.

Conduct tax research at Federal and State levels with intent to analyze US cross-border tax issues.

Provide assistance to team members on US tax related matters; pursue/share knowledge to develop professionally.

Coordinate files with offshore staff

Build and maintain strong client relationships through proactive communication and exceptional service. Respond to client inquiries and provide practical solutions to complex tax matters.

Stay current with changes in U.S. tax legislation and cross-border tax developments.

Other duties as assigned.

Requirements:

Undergraduate degree in related field and minimum 2 years of public accounting experience in US Personal Tax

Completion of US CPA is an asset

Strong experience preparing and reviewing U.S. expatriate and cross-border individual tax returns

Knowledge of U.S. international information reporting requirements and foreign asset disclosure rules.

Proficiency in Word, Excel, Outlook, US Tax Preparation Software

High aptitude and a willingness to take initiative

Strong written and oral communication abilities, interpersonal skills and ability to work well in a team environment

Strong research, analytical, and problem-solving skills.

Strong attention to detail, organizational skills, and commitment to client service.

Ability to manage multiple priorities and meet deadlines.

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: $75,000-$95,000

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:

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

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, daydreamers 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 reimburse you for your 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.

Making time for fun: You’re not a robot. Neither are we. While Zeifmans’ employees take pride in their work, we also like to have fun together. Not only do we provide a catered lunch on Thursdays and all-you-can-eat snacks, but Zeifmans also has yearly golf, beach and ski days, along with team and firm-wide events like holiday parties and staff celebrations.

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’s 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.