Cross-Border Tax Preparer (US–Canada)

About TRUTAX

TRUTAX is a growing, cross-border tax preparation firm. We work with individuals and families whose finances span both countries, and we're adding a preparer to our team to keep up with demand.

The Role

We're looking for a hands-on US–Canada cross-border tax preparer to join our office on a contract basis, with strong potential to move into a permanent position. You'll prepare both U.S. and Canadian returns and work closely with senior preparer on complex cross-border files.

What You'll Do

• Prepare U.S. individual returns (and related cross-border forms) in CCH Axcess
• Prepare Canadian T1, T2 and T3 returns and related filings in TaxCycle
• Gather, organize, and reconcile client documents from both countries
• Coordinate U.S. and Canadian returns so income, credits, and foreign tax credits are treated consistently
• Flag issues and questions for review, and respond to reviewer notes
• Help keep files organized, deadlines met, and clients informed

What You Need

• Hands-on, working experience preparing U.S. returns in CCH Axcess
• Hands-on, working experience preparing Canadian returns in Taxcycle
• Solid understanding of both U.S. and Canadian personal tax fundamentals
• Experience with cross-border situations (e.g., foreign tax credits, treaty basics, foreign asset reporting) is a strong asset
• Attention to detail, good judgment on when to escalate, and the ability to work to deadlines
• Strong written and verbal communication

Nice to Have

• EA designation, or progress toward one

Important Details

• On-site only. This is NOT a remote or hybrid role. You must be able to work from our office in Vancouver, BC.
• Contract position with the potential to become permanent based on performance and fit.
• Practical assessment. Shortlisted candidates will complete a hands-on test in CCH Axcess and TaxCycle. Please apply only if you've genuinely worked in both.