Posted 2 months ago
US Senior Tax Associate
@ Moodys Private Client
Calgary, Alberta
Overview
Moodys Private Client is hiring a Senior Tax Associate for full-time US tax work. The role prepares and reviews US personal and international tax forms, researches cross-border compliance issues, and coaches junior team members. Minimum 3 years of US tax experience is required, with a US CPA or EA preferred.
Responsibilities:
- Prepare and review US personal tax returns, including Forms 1040 and 1040NR
- Prepare and review international forms such as FinCEN 114, 3520/3520-A, 5471, 8858, 8621 and 8865
- Research US tax compliance issues including residency, income sourcing and treaty positions
- Provide daily guidance and technical development to junior tax team members
Requirements summary:
- Minimum 3+ years of relevant US tax experience
- US CPA or EA completed or in progress (preferred)
- Strong time management, communication and problem-solving skills
- Results-oriented with a sense of urgency and a self-starter attitude
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-09-11
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Finance & accounting |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | US CPA, EA |
| Perks mentioned | Generous paid time off, Wellness, Transit support |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Moodys Private Client
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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.
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…
| Field | Value |
|---|---|
| Industry | Law Practice |
| Company size | 11-50 employees |
| Headquarters | Calgary, Alberta |
| Organization type | Partnership |
| Year founded | 2007 |
| Specialties | Cross-border servicesTax advisory servicesTrust and estate planningDispute resolution / litigationand Tax planning |
| Open jobs on Jobsy | 6 |
| View page |
Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private Client is a firm that provides accounting and tax services primarily to clients in the US and Canada ranging in size from small owner-manager enterprises to large, privately held organizations, as well as individuals, trusts and partnerships.
The candidate will work with a team of accountants, lawyers and tax professionals. A confident individual who demonstrates initiative and motivation toward continuous improvement of self and firm processes, and who operates with a sense of urgency, and is looking to add value to their clients in a meaningful way is recommended for this position.
Primary Responsibilities
- Demonstrate a thorough understanding of tax concepts and application of tax knowledge as it relates to US federal income tax compliance.
- Prepare and review of US personal tax returns, including Forms 1040, and 1040NR.
- Prepare and review international forms, including FinCEN 114, 3520/3520-A, 5471, 8858, 8621, and 8865.
- Research and analyze U.S. tax compliance issues, including, but not limited to residency status, income sourcing, foreign tax credits and treaty positions.
- Provide daily guidance, coaching, and technical development to junior tax team members.
Skills And Experience
- Minimum 3+ years of relevant US tax experience
- Completion of US CPA/EA or working towards completion, preferred.
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
- Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude.
- Passion to learn and grow and be an integral part of a high-performing team.
Benefits
- Dynamic Work Environment
- Competitive Salary
- Health Insurance / Extended Benefit
- Vacation Days / Personal Care Time
- Subsidized Underground Parking
- Professional Development
- Free On-site Gym
Journal
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