Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting. We bring together Canadian and US legal and accounting professionals experienced in tax, law, and accounting to ensure you’re covered from every angle. Whether you’re a business owner, a C-suite executive, a professional athlete, or are building your good fortune in one of many other ways, our goal is to unite your success with our expertise and ensure the…
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Tax | Law | Accounting. Explore what's possible.
Full company description
Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting. We bring together Canadian and US legal and accounting professionals experienced in tax, law, and accounting to ensure you’re covered from every angle. Whether you’re a business owner, a C-suite executive, a professional athlete, or are building your good fortune in one of many other ways, our goal is to unite your success with our expertise and ensure the situations in your life where tax, accounting, and legal are concerned feel as easy and stress-free as possible.
We offer timely, bespoke, creative, and fire-tested solutions to protect your wealth and help you take advantage of opportunities. By offering these services under one roof, we are able to see everything from an elevated perspective, arrive at answers before they become questions, and chart the best path forward for your individual situation.
Together, we’ll explore what’s possible.
LinkedIn followers
2,856
People associated on LinkedIn
92
Reported office locations
210, 2020 - 4 Street SW, Calgary, Alberta T2S 1W3, CA
150 York St, 1008, Toronto, Ontario M5H 3S5, CA
Business categories
Accounting
Consulting
Education
Financial Services
Legal
Professional Services
Tax Consulting
Other recorded names
Moodys Private Client
Specialties
Cross-border services
Tax advisory services
Trust and estate planning
Dispute resolution / litigation
and Tax planning
Profile identifies a recruitment agency
No
Reported total investment
0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Candidates need a JD and/or LL.M in tax, or be soon to become a CPA. Some US international tax experience or coursework is helpful but not required, and recent graduates may apply.
3+ YOEMoodys Private Client needs at least 3 years of US tax experience and a strong grasp of US federal income tax. A US CPA or EA is preferred, along with strong time management and communication skills.
Regulatory compliance, Research, Coaching, CPA, Time management, Communication skills
4+ YOECandidates need 4 to 6 years of relevant US tax experience and a strong grasp of US federal income tax. A CPA or EA designation is preferred, along with good communication and problem-solving skills.
Regulatory compliance, Research, Coaching, CPA, Time management, Communication skills
7+ YOECandidates need a US CPA designation and at least 7 years of US tax experience, with strong knowledge of US federal corporate income tax law. Proven people management, organization and attention to detail are also required.
Scheduling, Quality control, CPA, Team leadership, Relationship building, Leadership
7+ YOECandidates need a US CPA designation and at least seven years of US tax experience, with strong knowledge of US federal corporate income tax law. Proven people management, organizational skills and a results-oriented, can-do attitude are also needed.
Scheduling, Quality control, CPA, Team leadership, Relationship building, Leadership
2+ YOECandidates need at least 2-3 years of relevant US tax experience and an understanding of US personal federal income tax compliance. Strong time management, communication and problem-solving skills are expected, and US corporate tax knowledge is an asset.
Process improvement, Regulatory compliance, Time management, Communication skills, Interpersonal skills, Relationship building