Specialist, Private Client - Cross Border Tax

KPMG
Canada, Canada
Full-time

Overview

At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.

The KPMG Private Client-Cross Border Tax practice helps high net worth individuals and their families with complex US and Canadian and multi-jurisdictional tax compliance and advisory issues.

We are growing and are looking for tax professionals who have a passion to learn, are motivated to embrace challenges and enjoy resolving complex tax issues and designing sophisticated income and estate tax planning strategies.

As a key member of the team, you will work on US and Canadian tax planning initiatives and compliance. You will continue your professional development in a fast-paced and rewarding practice that also provides deep learning opportunities.

You will be developing solutions while working on complex cross border advisory projects. The ideal candidate has a passion for learning and enjoys working on challenging but equally rewarding projects.

What you will do

Continue to build deep understanding of US and Canadian personal tax laws including passive foreign investment corporation and controlled foreign corporation regimes;

US estate, gift and trust compliance and other matters relevant to a client's situation.

  • As a key member of the tax engagement team, work closely with staff, provide support to team leaders and demonstrate strong time-management skills.
  • Prepare US and Canadian individual and trust income tax returns and prepare highly complex tax returns and calculations (including Form 5471, complex 8621, estate and gift tax returns etc.).
  • Review US and Canadian individual income tax returns prepared by junior staff.
  • Maintain client files to ensure accurate and timely completion of returns and schedules.
  • Correspond regularly with individual clients and tax authorities.
  • Provide support to team members in practice development tasks including assistance with development and delivery of training programs, preparation of presentations and marketing material.

What you bring to the role

  • Minimum 2 years of experience specializing in Canadian and / or US personal tax preparation.
  • Accounting or Business undergraduate degree or diploma .
  • Excellent computer skills including MS Office - Excel experience is required.
  • Strong organizational and time management skills to handle multiple projects and meet deadlines.
  • Excellent written and verbal communication skills allowing effective interaction with client and team. French language skills are an asset.
  • Enthusiastic with a desire to learn.
  • US Professional designation (US CPA or EA)
  • Canadian Professional designation (CA (CPA), CMA (CPA), CGA(CPA))

Providing you with the support you need to be at your best

Our Values, The KPMG Way

Integrity , we do what is right Excellence , we never stop learning and improving Courage , we think and act boldly Together , we respect each other and draw strength from our differences For Better , we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential.

A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

For more information about Inclusion, Diversity & Equity in Recruitment, please click here .

Adjustments and accommodations throughout the recruitment process

At KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us.

We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best.

Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.

e. accessible communication supports or technology aids are tailored to individual needs and role requirements.

To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing cdnersteamkpmg.

ca or by calling 1-888-466-4778, Option 3.

For information about accessible employment at KPMG, please visit our accessibility page .

10 days ago
Related jobs
KPMG
Canada, Canada

The KPMG Private Client-Cross Border Tax practice helps high net worth individuals and their families with complex US and Canadian and multi-jurisdictional tax compliance and advisory issues. We are growing and are looking for tax professionals who have a passion to learn, are motivated to embrace c...

KPMG
Canada, Canada

The KPMG Family Office, Cross Border Tax practice is a trusted advisor to high net worth individuals and their families, including owner managers, senior executives, athletes, and celebrities. We specialize in complex US and Canadian cross border tax matters, generational wealth transfer, and estate...

KPMG
Canada, Canada

The KPMG Family Office Cross Border Tax practice assists high net worth individuals and their families with complex tax compliance and advisory issues across multiple jurisdictions, and in particular the US and Canada. Joining the KPMG Family Office Cross Border Tax practice is an opportunity to be ...

Promoted
ApexFocusGroup
Canada
Remote

Earn up to $850 per week part-time working from home. Customer Service Representative Agent Work From Home - Remote Online Panelists. No commute needed should you choose to work from home remotely. If you are a customer service representative agent or someone just looking for a flexible part time re...

Shopify
Anywhere - Canada

We're looking for Senior Financial Analysts (SFAs) and Financial Analysts (FAs) to join our Commercial Finance, Merchant Services, or Corporate Financial Planning & Analysis (FP&A) teams. Please note that this posting will be used to fill roles on the teams at both the Financial Analyst and Senior F...

BMO
Canada, Canada

Works across BMO to provide service and support the financial management activities of the business/portfolio and ensure financial information is reported completely and accurately. Provides and documents financial period analysis for financial information packages e. Analyzes, monitors and reports ...

Sunstone Digital Tech
Canada
Remote

As Senior Tax Manager, you’ll be the primary client contact and a trusted advisor for tax planning, strategy, and complex returns. Lead and mentor a team of a tax manager and part-time bookkeepers, fostering a collaborative and high-performance environment. We are an established, forward-thinking CP...

Options Consulting Solutions
Canada

Sound experience as a payroll professional managing payroll processing. Working knowledge of payroll and employment standards as well as payroll legislation. Are you a subject matter expert with Canadian payroll best practices?. Are you savvy on payroll legislation within various jurisdictions?. ...

AO Globe Life
CA
Remote

Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. Are You Ready to Redefine Work-Life Balance and Achieve Unmatched Success? Step into a career that lets you balance work and family life like never ...

Great Canadian Gaming Corp.
Canada, Canada

The Project Financial Analyst will have experience in coordinating, analyzing, developing, preparing, inputting, and supporting operating (expense) and capital budgets, financial forecasts and cost management activities for the Information Technology (IT) organization. As an IT Financial Analyst, yo...