Prepare and review complex U.S. and Canadian personal income tax returns for high-net-worth individuals with cross-border tax obligations

Conduct detailed technical research and analysis on U.S., Canadian, and treaty-based tax issues (e.g., residency determinations, treaty tie-breaker rules, sourcing rules, FTC optimization)

Identify and assess client-specific tax planning opportunities and exposures; proactively escalate to managers/partners as appropriate

Liaise directly with clients, and internal engagement teams

Act as primary point of contact for assigned client files, managing communications, information requests, and project timelines

Supervise and mentor junior staff, providing coaching, feedback, and technical support

Contribute to internal knowledge-sharing (e.g., prepare technical briefs, update templates, lead trainin...