Tax 101: Canada and U.S. Individual Income Tax Update - February 10th, 2026 - 9:00 a.m. PT

The View from Ottawa in One Chart - And What It Means for Your Tax Strategy

Andersen Rings the Opening Bell at the New York Stock Exchange

INSIDE Public Accounting - Top 100 Firms List

• Manage bookkeeping for multiple clients, including day-to-day transaction recording, bank reconciliations, and general ledger maintenance.
• Prepare and file sales tax (GST/HST, PST, QST) returns for clients.
• Process accounts payable and receivable, ensuring accuracy and timeliness.
• Prepare payroll runs and related government remittances when required.
• Generate and review client financial reports to support decision-making.
• Assist with year-end working papers and provide accurate records to managers and senior accountants for review.
• Respond promptly and professionally to client inquiries, offering clear explanations of financial data and processes.
• Maintain organized records in accordance with firm standards, ensuring accuracy and audit readiness.
• Collaborate with colleagues to support client service delivery and continuous improvement in firm processes.
  

• Demonstrating a thorough understanding of U.S. tax concepts as it relates to U.S. Corporate Federal and state tax compliance.
• U.S. income tax provision review / U.S. income tax provision preparation.
• Leading preparation and reviews of U.S. corporate and partnership tax returns.
• Conducting federal and state tax research, thoroughly analyzing U.S. cross-border tax issues and drafting technical memos related to specific client matters.
• Developing and delivering innovative tax planning ideas with timely and responsive services and work product that meet or exceeds client expectations.
• Analyzing the client's tax situation effectively to arrive at appropriate conclusions with practical and creative solutions.
• Create innovative and tailored tax solutions for clients and recommend actions to achieve future tax results.
• Advise clients on relevant tax and non-tax issues and be responsible for services delivered and engagement profitability.
• Work collaboratively to solve problems and identify opportunities in tax compliance and consulting assignments. Prepare complex tax assignments.
• Coach, mentor, and work with team members to build trusted relationships.
• Demonstrate an aptitude for business development.
• Able to resolve complex US tax issues and has the desire to develop further skills in this field.
• Be able to work independently and as part of a team in a fast-paced environment while managing multiple deadlines.
  

• Actively participate in a team that provides innovative solutions to our clients.
• Prepare complex personal tax returns for both U.S. and Canada.
• Identify and develop new opportunities for tax services.
• Organize and execute client engagements by researching technical issues and delivering well-reasoned conclusions or recommendations.
• Interpret U.S. and Canadian tax laws and regulations and ensure that any necessary changes are made to clients’ tax strategies and filing obligations.
• Engage in regular client contact to provide superior customer service.
• Focus on delivering quality work that brings added value to client engagements.
• Participate in internal and external training programs.