US Tax Associate

Grewal Guyatt LLP is a leading professional services firm based in Richmond Hill, Ontario, providing Accounting and Assurance, Tax Advisory, Business Valuations, Transaction Advisory, Litigation Support, and U.S. Tax services. We serve a diverse client base including high-net-worth families, real estate developers, manufacturing and distribution businesses, farming operations, software development companies, professionals, nationally recognized organizations, professional athletes, and not-for-profit entities. Our firm fosters a collaborative, inclusive, and supportive workplace with competitive compensation, ongoing professional development, and a culture built on respect and approachability.

About the role

As the U.S. Tax Associate, you will support cross-border tax engagements while collaborating closely with team members and senior professionals to deliver high-quality work in a fast-paced environment. You will gain exposure to a diverse range of U.S. tax matters, expanding your technical skills and client communication while managing multiple priorities and meeting key deadlines.

Responsibilities

• Prepare U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including returns of moderate complexity.
• Prepare and maintain supporting workpapers in accordance with firm methodology and professional standards.
• Assist with U.S. tax compliance filings, including Forms 1040, 1040-NR, 1120, 1120-F, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.
• Support the preparation of U.S. estate and gift tax filings (Forms 706-NA and 709), where applicable.
• Conduct tax research related to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI, and summarize findings for senior team members.
• Communicate with clients to request information, clarify tax matters, and follow up on outstanding documentation.
• Assist in responding to IRS and state tax authority notices and correspondence.
• Collaborate with engagement teams, managers, and partners to meet filing deadlines and client deliverables.
• Support onboarding of new clients, including gathering required documentation and setting up compliance processes.
• Contribute to process improvements and knowledge sharing within the U.S. Tax division.
• Train and mentor junior staff.

Requirements

• Undergraduate degree in Accounting and/or equivalent years of professional experience.
• U.S. CPA or Enrolled Agent (EA) or actively pursuing designation.
• Master of Taxation (U.S. focus) is considered an asset.
• 3-5 years of experience in U.S. Tax from a public accounting firm.
• Experience using professional U.S. tax preparation software; experience with CCH Axcess.
• Demonstrated experience preparing U.S. individual tax returns (Forms 1040 and 1040-NR).
• Working knowledge of U.S. international tax reporting, including:
  • PFIC rules and reporting (Form 8621)
  • Subpart F and GILTI provisions
  • Foreign reporting forms (5471, 5472, FinCEN 114)
  • U.S. trust reporting (Forms 3520 and 3520-A)
• Exposure to U.S. corporate tax returns (Forms 1120 and 1120-F) is required.
• Familiarity with U.S. estate and gift tax filings is an asset.
• Knowledge of Canadian tax legislation is an asset.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines and prioritize work effectively in a professional services environment.

Benefits

• Competitive salary range of $80,000-$100,000 CAD
• Comprehensive benefits package
• Employee-appreciation paid days off
• Annual performance-based bonuses
• Client and employee referral programs
• Competitive vacation policy
• Ongoing professional development opportunities
• Meaningful career growth opportunities

Schedule

Hybrid – four (4) days in office, one (1) day remote

Grewal Guyatt LLP is committed to providing an inclusive and accessible recruitment process and workplace. Accommodations are available upon request for candidates with disabilities throughout the recruitment and hiring process.