US Tax Associate

The rapidly growing team at Moodys Private Client LLP seek to add a US Tax Associate to its accounting team in Calgary, Alberta, Canada. Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private Client is a firm that provides accounting and tax services primarily to clients in the US and Canada ranging in size from small owner-manager enterprises to large, privately held organizations, as well as individuals, trusts and partnerships. The candidate will work with a team of accountants, lawyers and tax professionals. A confident individual who demonstrates initiative and motivation toward continuous improvement of self and firm processes, and who operates with a sense of urgency, and is looking to add value to their clients in a meaningful way is recommended for this position.

Primary Responsibilities

• Demonstrate some understanding of US tax concepts as they relate to US Personal federal income tax compliance, including US income tax return preparation
• Experience in the preparation and review of US personal tax returns for clients, including Forms 1040, 1040NR, FBAR (FinCen 114) and related schedules and in preparing 5471 and 8621 (PFICs)
• US Corporate income tax knowledge is considered an asset
• Accountable for engagement planning with senior staff members

Skills And Experience

• Minimum 2-3 years of relevant US tax experience
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Experience handling IRS disputes, audits and requests for information is nice to have, but not required
• Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude
• Passion to learn and grow, and be an integral part of a high-performing team