Accountant & US Tax Manager

Who are we?

The Company is a client-focused CPA firm serving individuals, businesses, and nonprofit organizations across a wide range of industries. We are currently seeking a well-rounded, detail-oriented, and proactive professional to step into a hybrid role encompassing accounting, tax preparation & review, and client communication management for US based clients.

About the role

This role works exclusively with U.S. based clients , serving clients under U.S. GAAP and the U.S. federal and state tax framework. Reporting to the firm's owner, this position plays a central role in ensuring efficient internal operations, exceptional client service, and accurate financial reporting.

What you'll do

Accounting (full-cycle bookkeeping & reconciliation)

• Manage full-cycle bookkeeping and account reconciliations for monthly, quarterly, and semiannual clients across a wide range of industries.

• Perform monthly bank and credit card reconciliations, ensuring financial records are accurate and up to date.

• Investigate discrepancies, correct coding errors, prepare and post journal entries and adjusting entries in compliance with US GAAP.

• Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings.

• Provide support during external audits, including compiling documentation, reconciling accounts, and resolving auditor questions.

• Review client general ledger data to identify irregularities and implement corrective adjustments for clean financials.

• Maintain organized digital records of all client financials, reports, and internal communications to ensure audit readiness and operational transparency.

Tax preparation, review & workflow management

• Prepare, review, and present accurate consolidated and entity-level financial statements and management reporting packages

• Prepare complex tax returns for businesses (1120, 1120S, 1065) and individuals, including multi-state filings, self-employment income, and rental property activity

• Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings

• Review returns prepared by staff, ensuring accuracy, compliance, and completeness before final submission

• Coordinate internal tax workflow, track return statuses, and assign preparation tasks to ensure timely progress across all client accounts

• Collaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clients

• Maintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimization

• Deliver clear analysis of business performance, unit economics, margins, and portfolio trends across operations

• Lead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-making

Client communication & office coordination

• Serve as the primary point of contact for clients across all service areas, managing inbound calls, emails, and messages in a prompt and professional manner

• Address client questions regarding tax documents, financial reports, account reconciliations, and

• payment processing, escalating matters to the owner when appropriate

• Provide support during external audits, including compiling documentation, reconciling accounts and resolving auditor questions

• Maintain internal workflows to support daily office operations, including document routing, data requests, and CRM upkeep

• Represent the firm's values of integrity, reliability, and exceptional service in every client interaction

What we're looking for

• This position serves U.S. clients exclusively — U.S. tax experience and U.S. GAAP experience are strongly preferred

• Associate's or Bachelor's degree in Accounting or a related field (or equivalent experience)

• 3+ years of experience in public accounting, bookkeeping, and/or tax preparation

• Strong proficiency in QuickBooks Online, Microsoft Excel, Word, and client management software

• Thorough understanding of Generally Accepted Accounting Principles (GAAP)

• Excellent communication, time management, and organizational skills, with strong attention to detail

• Ability to work independently and manage competing priorities and deadlines with professionalism and accuracy

Nice to have

• QuickBooks Online ProAdvisor Certification

• Experience with Intuit ProConnect and Zoho Books

• Tax preparation experience, including business and/or individual returns (1120, 1120S, 1065) and multi-state filings

• Experience with multi-entity reporting and nonprofit or small business financials

• US CPA is a plus, but not required

• A positive, client-focused attitude with strong written and verbal communication skills

Compensation & Benefits

• Competitive base salary

• Comprehensive health, dental, and vision coverage.

• Paid time off

Compensation Range: CA$65K - CA$85K