Job Description

About Us Our mission at Cross-Border Financial is to establish ourselves as the leading boutique cross-border tax firm in North America. We are driven by a passion for providing individuals with unmatched expertise and support for their U.S. and Canadian tax needs. We understand that navigating the complexities of cross-border taxation can be daunting, and we are committed to making this process as seamless and efficient as possible for our clients. Our relentless focus on personalized service, coupled with our deep understanding of the intricacies of U.S. and Canadian tax laws, set us apart in our industry. At Cross-Border Financial , we are not just tax consultants—we are your trusted partners in cross-border tax management. We are a boutique online virtual accounting firm focused exclusively on assisting individuals with cross-border U.S. and Canadian tax needs. We prioritize customer service above all else, placing a strong emphasis on providing exceptional support. Our primary goal is to address and resolve the issues faced by our customers. We value individuals who take the initiative to find solutions and contribute to our team. It's less about appearances and more about your ability to deliver exceptional results. Why Join Us We embrace flexibility, foster learning, and drive results. We invite you to join our dynamic tax firm, where flexibility is more than just a buzzword—it's embedded in every aspect of our work. Whether you desire the freedom to work remotely or crave balancing work and personal commitments, we support you in creating your ideal work environment. At our firm, we believe in the power of continuous learning. We're committed to fostering a culture of curiosity and growth where you'll have ample opportunities for professional development. Participate in regular training sessions, workshops, and seminars to keep you abreast of industry changes and elevate your expertise. We understand that quality work requires top-notch equipment and technology. That's why we provide our team members with state-of-the-art tools and resources to perform their tasks efficiently and to stay connected. Our firm is unapologetically results-focused. We value and celebrate the capacity to drive meaningful results for our clients. In this environment, your work truly matters and has a tangible impact, providing a sense of purpose and satisfaction. Finally, we believe in rest. We encourage our team members to take time off to recharge and come back revitalized. After all, a well-rested employee is a productive one. Join us in redefining the future of tax services. Our Values At Cross-Border Financial , we uphold four core values that guide our interactions with clients and within our team — Integrity , Mutual Respect , Innovation , and Resilience . Integrity is the cornerstone of our operations. We strive to adhere to the highest ethical standards, providing reliable and honest advice to all our clients. We are transparent in our dealings, ensuring our actions align with our words. Mutual Respect forms the basis of our workplace culture. We believe that every voice matters and every perspective is valuable. We foster an atmosphere of mutual respect, where all team members' contributions are recognized and differing viewpoints are welcomed. Innovation drives us forward. In the ever-changing landscape of cross-border taxation, we are committed to staying ahead of the curve. We continually seek cutting-edge technologies and innovative methodologies to streamline our processes and enhance service delivery. Resilience is central to our firm's ethos. We understand the challenges of the tax world and are unafraid to tackle them head-on. We are resilient in the face of adversity, adapting to changes and relentlessly pursuing solutions for our clients. These qualities empower us to weather any storm and consistently deliver exceptional results. What You Need to Succeed To excel in the dynamic environment at Cross-Border Financial , individuals will need to embody a particular set of skills and traits. First and foremost, we seek high performers with a thirst for knowledge. The landscape of cross-border taxation is ever-evolving, and staying at the forefront requires an insatiable curiosity and the drive to be informed about the latest regulatory changes, industry trends, and best practices. Paying close attention to detail is invaluable in this field. Accuracy and precision in all tasks, whether filling out forms, analyzing tax regulations, or communicating with clients, are essential. This meticulousness ensures that we provide the best possible advice and service to our clients and maintain our reputation for excellence. Problem-solving ability is another key to success at our firm. The complexities of cross-border taxation often present unique challenges that require innovative and strategic solutions. The ability to think critically, analyze complex situations, and develop effective strategies is highly valued in our organization. Communication and Collaboration skills play a pivotal role at Cross-Border Financial . Effective communication is vital in providing crystal clear, concise, and comprehensible advice to our clients. Team members should possess excellent written and verbal communication skills, ensuring that tax laws and procedures are explained in a manner that is easy to understand, even for those without a background in taxation. It's about more than justconveying information - it's about fostering understanding and trust. Adaptability is a crucial trait we value at Cross-Border Financial. The domain of cross-border taxation is dynamic and ever-changing, with new regulations, industry trends, and client needs emerging regularly. As such, we need team members who can adapt to these changes swiftly and proficiently. Our ideal candidates are those who view these changes as opportunities for learning and growth rather than obstacles. They are comfortable with ambiguity, quick to adjust their strategies when necessary, and always ready to embrace new ideas and methods. Organizational skills also play a significant role in our firm. Given the wide range of tasks and responsibilities that our team members handle, the ability to manage time effectively, prioritize tasks, and maintain meticulous records is crucial. These skills ensure that we remain productive, meet our deadlines, and deliver high-quality services to our clients consistently. Organizational skills also minimize errors and oversights, which is essential in our line of work, where accuracy is paramount. Team members with excellent organizational skills help us maintain our commitment to excellence and uphold our reputation in the industry. Finally, a willingness to learn new complex tax and technological tools is paramount. As we constantly innovate our processes, we integrate new technologies and methodologies. Enthusiasm for mastering these tools and adapting to changes is appreciated and expected. This characteristic ensures that we can continue to offer efficient, cutting-edge services to our clients. In sum, a successful team member at Cross-Border Financial is knowledgeable, detail-oriented, a problem solver, and an enthusiastic learner. What Your Day Will Look Like · Communicate with customers to discuss, explain, and advise on tax matters; · Review and finalize tax documents for submission to taxation authorities; · Prepare and process various types of tax filings; · Conduct research on tax issues related to planning and compliance; · Assist in tax planning and resolving tax matters for individuals; · Handle correspondence with tax authorities; · Contribute to the development of tax department systems and processes; · Provide guidance and support to our tax analysts; · Monitor daily and weekly targets for the team; and · Assist with general firm management. What you will bring Requirements for this role: · Minimum four years of experience in Canadian and US personal tax; · Ability to lead client engagements and effectively communicate with clients; · US Professional Accounting designation (EA, US CPA, JD, LLM) preferred; · Completion of the In-depth Tax Course preferred; · Thorough understanding of the Canada-US Tax Treaty; · Ability to handle multiple tasks and meet deadlines; · Strong leadership skills and ability to mentor team members; · Persuasive and confident in responding to challenging questions; · Excellent research and writing skills; · Dedication to professional and client service excellence; · Proficiency in project management, including team leadership, communication, and financial management; and · Proficient in Microsoft Office software. Job Types: Full-time, Part-time, Permanent, Fixed term contract, Seasonal, Freelance Salary: $120,000.00-$160,000.00 per year Benefits: Dental care Extended health care Paid time off Education: Bachelor's Degree (preferred) Experience: cross-border (U.S. and Canadian) taxation: 3 years (required) supervisory/managerial: 1 year (required) Licence/Certification: U.S. accounting designation such as CPA, EA, JD, LLM (required) Work Location: Hybrid remote in Toronto, ON M4S 3E2