U.S. Tax Manager - Richmond Hill - Grewal Guyatt LLP

Description

Company Description & Role Overview:

Grewal Guyatt LLP ("GG") is a professional services firm based in Richmond Hill, Ontario, offering Assurance, Accounting, Tax, Advisory, Forensics, Business Valuations, Estate Planning, and Litigation Support services.

We serve both U.S. and Canadian clients, with our U.S. tax division experiencing rapid growth. Over the years, we've expanded our services and welcomed new teams into the firm, allowing us to work with a diverse group of clients, including high-net-worth individuals and families, real estate developers, entrepreneurial and fintech businesses, regulated professionals, nationally recognized organizations, and not-for-profit entities.

What sets GG apart is our people. We focus on building strong teams, providing hands‑on experience, and creating real opportunities for learning and career growth. Our goal is to deliver thoughtful, practical solutions for our clients while maintaining the high standards expected of a leading professional services firm.

We value collaboration, open communication, and respect, and we're proud of the inclusive and supportive environment we've built. At GG, you'll work alongside approachable leaders, gain exposure to meaningful work, and grow your career in a place where your contributions are genuinely valued.

The U.S. Tax Manager plays a key leadership role within the U.S. Tax division, overseeing client engagements, managing staff, and ensuring the timely delivery of high-quality tax compliance and advisory services. This role involves close collaboration with partners, mentoring team members, and contributing to the continued growth and development of the practice.

Role and Responsibilities:

• Manage and review U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including complex engagements.
• Oversee the preparation and review of supporting workpapers to ensure compliance with firm methodology and professional standards.
• Lead U.S. tax compliance engagements, including Forms 1040, 1040-NR, 1120, 1120-F, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.
• Review and provide guidance on U.S. estate and gift tax filings (Forms 706-NA and 709), where applicable.
• Conduct and review tax research related to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI, and communicate conclusions to partners and clients.
• Serve as a primary point of contact for clients, addressing tax questions, managing expectations, and maintaining strong client relationships.
• Manage engagement timelines, staffing, and deliverables to ensure deadlines are met.
• Review and respond to IRS and state tax authority notices and correspondence.
• Support new client onboarding, including scoping, information gathering, and establishing compliance processes.
• Identify opportunities for process improvements, efficiency gains, and best practices within the U.S. Tax division.
• Train, mentor, and supervise associates and senior associates, including reviewing work and providing performance feedback.
• Assist partners with practice management initiatives, including workflow planning and resource allocation.

Requirements and Qualifications:

• Undergraduate degree in Accounting and/or equivalent years of professional experience.
• Master's degree in Accounting and/or U.S. CPA or EA designation is considered an asset.
• 5+ years of progressive experience in U.S. tax within a public accounting firm with 2 years in a leadership position.
• Strong experience reviewing and preparing U.S. individual tax returns (Forms 1040 and 1040-NR), Corporate Tax Returns (Forms 1120 and 1120-F) and Partnership Returns (form 1065).
• Demonstrated experience managing U.S. international tax reporting, including:
  o PFIC rules and reporting (Form 8621)
  o Subpart F and GILTI provisions
  o Foreign reporting forms (5471, 5472, FinCEN 114)
  o U.S. trust reporting (Forms 3520 and 3520-A)
• Experience reviewing U.S. corporate tax returns (Forms 1120 and 1120-F) required.
• Experience with U.S. estate and gift tax filings is an asset.
• Knowledge of Canadian tax legislation is an asset.
• Proficiency with professional U.S. tax preparation software; GoSystem experience is an asset.
• Strong leadership, communication, and client management skills.
• Ability to manage multiple engagements and deadlines in a professional services environment.

Why work for GG?

• Competitive compensation package
• Company-paid benefits
• Annual performance bonus
• Divisional rewards plan
• Education Assistance Program
• 3+ weeks of vacation
• Employee Appreciation Paid Days Off
• Client Referral Program
• Employee Referral Program
• Social and team‑building events
• Opportunities for advancement within specialty practice areas

Accessibility & Accommodation Statement:

Grewal Guyatt LLP is committed to providing an inclusive and accessible recruitment process and workplace. We welcome and encourage applications from people with disabilities.

Accommodations are available upon request throughout the recruitment and hiring process, including during interviews and assessments, in accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and its regulations.

All aspects of our recruitment and selection process are conducted by human staff; no artificial intelligence (AI) tools are used to screen or evaluate applicants.

If you require accommodation at any stage of the recruitment process, please let us know and we will work with you to meet your needs.

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