The responsibilities include, but are not limited to, the following:

• Manage and maintain the CEO’s schedule, including organizing appointments, meetings, and travel arrangements.

• Serve as the primary point of contact between the CEO and internal and external stakeholders, ensuring precise and consistent communication.

• Handle confidential and sensitive information with the utmost integrity and professionalism.

• Prepare documents, reports, and presentations as needed for meetings and projects.

• Oversee and prioritize incoming correspondence, emails, and calls, drafting responses when necessary.

• Coordinate and facilitate special projects or events as assigned by the CEO.

• Maintain a well-organized filing system for both digital and physical records.

• Assist in ensuring the CEO stays on track with deadlines, deliverables, and key initiatives.

• Perform other administrative and operational tasks to support the efficiency of the CEO’s office.

• Review federal, state, and provincial returns, ensuring compliance with all applicable regulations.
• Review U.S. and Canadian foreign asset reporting, including FBAR and FATCA compliance.
• Offer personalized tax support to clients, addressing their unique tax situations.
• Utilize advanced tax software and technology to streamline processes and improve efficiency.
• Stay updated with the latest U.S. and Canadian cross-border tax laws and regulations.
• Manage your schedule and workload independently to meet deadlines and client expectations.

• Certified Public Accountant (CPA), Enrolled Agent (EA), or Juris Doctor (JD) with a minimum of three years of experience in cross-border tax preparation.
• Proficient in handling U.S. and Canadian tax forms and schedules, including Form 1116, 2555, FinCen 114, and others relevant to expat tax obligations.
• Strong organizational skills with attention to detail and the ability to manage multiple clients and deadlines.
• Excellent written and verbal communication skills to ensure exceptional client service.

The responsibilities include, but are not limited to, the following:

• Track and report on quality control measures for clients and the team, providing regular updates on these measures.

• Ensure that all documents and reports meet quality standards and comply with relevant requirements.

• Review and verify the accuracy of tax filings, forms, and related documentation.

• Develop and implement quality control procedures to identify and resolve potential issues.

• Collaborate with tax professionals to improve processes and enhance efficiency.

• Review federal, state, and provincial returns, ensuring compliance with all applicable regulations.
• Review U.S. and Canadian foreign asset reporting, including FBAR and FATCA compliance.
• Offer personalized tax support to clients, addressing their unique tax situations.
• Utilize advanced tax software and technology to streamline processes and improve efficiency.
• Stay updated with the latest U.S. and Canadian cross-border tax laws and regulations.
• Manage your schedule and workload independently to meet deadlines and client expectations.

• Certified Public Accountant (CPA), Enrolled Agent (EA), or Juris Doctor (JD) with a minimum of three years of experience in cross-border tax preparation.
• Proficient in handling U.S. and Canadian tax forms and schedules, including Form 1116, 2555, FinCen 114, and others relevant to expat tax obligations.
• Strong organizational skills with attention to detail and the ability to manage multiple clients and deadlines.
• Excellent written and verbal communication skills to ensure exceptional client service.

• Manage a portfolio of client accounts, ensuring their needs are met in a timely and professional manner.

• Act as the primary point of contact for clients, addressing inquiries and resolving concerns promptly.

• Coordinate with internal tax professionals to ensure accurate and efficient handling of client cases.

• Maintain and update client records, documentation, and communication logs.

• Provide clients with updates on tax filing deadlines and other relevant information.

• Identify opportunities for additional services or benefits that support client financial goals.

• Ensure adherence to confidentiality and compliance standards in all client communications.

• Bachelor’s degree in Business Administration, Finance, Communication, or a related field.

• Proven experience in account management, client relations, or in a tax/financial services role.

• Excellent written and verbal communication skills.

• Strong organizational and multitasking abilities with attention to detail.

• Proficiency in client management software and standard office tools.

• Ability to work independently and collaboratively in a fast-paced environment.

Preferred Skills:

• Familiarity with tax preparation processes and relevant regulations.

• Experience handling confidential and sensitive information with discretion.

• Strong problem-solving skills and a client-focused mindset.

Join our team and play a vital role in ensuring our clients receive exceptional service while contributing to the success of our tax office!

The responsibilities include, but are not limited to, the following:

• Track and report on quality control measures for clients and the team, providing regular updates on these measures to ensure ongoing effectiveness.

• Ensure that all documents and reports meet quality standards and comply with relevant requirements.

• Review and verify the accuracy of tax filings, forms, and related documentation.

• Develop and implement quality control procedures to identify and resolve potential issues.

• Collaborate with tax professionals to improve processes and enhance efficiency.

• Prepare detailed reports on quality control findings and provide actionable recommendations.

The responsibilities include, but are not limited to, the following:

• Secure tax data from relevant sources and ensure confidentiality in handling sensitive information.

• Formulate a structured plan to gather, communicate, and relay information accurately to clients while completing compliance deliverables on time.

• Analyze client-provided data and prepare work papers in accordance with professional standards and guidelines.

• Verify the accuracy and completeness of compliance products, perform quality assurance checks, and prepare the final deliverable for client presentation.

• Assist team members in utilizing advanced technological tools to streamline workflows and improve efficiency.

• Collaborate with professionals to share insights and best practices for continuous professional development and enhanced service delivery.

• Leverage innovative technologies to maximize productivity and ensure a high standard of client service in a fast-paced, cross-border tax environment.

This position offers an excellent opportunity to gain hands-on experience in cross-border taxation within a dynamic and supportive environment.

• Prepare federal, state, and provincial returns, ensuring compliance with all applicable regulations.
• Complete U.S. and Canadian foreign asset reporting, including FBAR and FATCA compliance.Offer personalized tax support to clients,
• addressing their unique tax situations.
• Utilize advanced tax software and technology to streamline processes and improve efficiency.Stay updated with the latest U.S. and
• Canadian cross-border tax laws and regulations.
• Manage your schedule and workload independently to meet deadlines and client expectations.

• Certified Public Accountant (CPA), Enrolled Agent (EA), or Juris Doctor (JD) with a minimum of 3 years of experience in cross-border tax preparation.
• Proficient in handling U.S. and Canadian tax forms and schedules, including Form 1116, 2555, FinCen 114, and others relevant to expat tax obligations.
• Strong organizational skills with attention to detail and the ability to manage multiple clients and deadlines.
• Excellent written and verbal communication skills to ensure exceptional client service.