Manager, Cross Border Personal Tax

Achen Henderson CPAs

Cross-border tax manager leading Canadian-US personal tax compliance and advisory services at Achen Henderson. Managing clients, tax filings, and a team while using AI-enabled practice technology.

Posted 8/4/2026full-timeCalgary • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing cross-border personal tax clients, including Canadian and US tax filings, while fostering strong client relationships. Proven ability to lead and mentor teams, utilizing cloud-based and AI-powered tools to enhance efficiency and client service.

Highest-signal resume keywords

CPA DesignationCanadian Personal Tax ExperienceUS Personal Tax ExperienceTeam ManagementCloud-Based Practice Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cross-Border Tax FilingsInvestment Income ManagementRental Income ManagementResidency DeterminationsForeign Tax CreditsTax Treaty PositionsClient Service Process Refinement

Soft Skills

Proactive CommunicationClient Relationship ManagementMentoring

Tools & Technologies

CaseWare Hybrid CloudTaxCycleCCH AxcessAI-Powered Tools

Certifications & Qualifications

CPA DesignationUS CPA (Asset)

Industry Keywords

Personal TaxTrust and Estate Experience

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Manage a portfolio of cross-border personal tax clients from intake through filing and build lasting relationships
Handle complex investment income, rental income, and rental properties for cross-border clients
Review and prepare Canadian, US, and cross-border personal tax filings
Advise clients directly on residency determinations, foreign tax credits, and treaty positions
Lead, mentor, and manage a team, setting expectations and supporting technical and professional growth
Create and deliver in-house training sessions throughout the year
Use AI-powered tools to accelerate research, drafting, and review
Monitor workflow and deadlines using cloud-based practice management tools
Refine client service processes as the practice scales

Requirements

What you’ll need

CPA designation required; US CPA or progress toward it considered an asset
Strong Canadian personal tax experience and US personal tax experience required
Experience through a few to several busy seasons with an accounting firm
Experience managing or mentoring a team, or clear readiness to step into that role
Genuine interest in client relationships
Comfort working in a cloud-based, AI-enabled environment
Experience with CaseWare Hybrid Cloud, TaxCycle, and CCH Axcess is an asset
Clear, proactive communication with clients and colleagues
Trust and estate experience is a nice to have, not a requirement

Benefits

Comp & perks

Paid training and support toward the US CPA and CPA Canada In-Depth Tax Program
Profit sharing after 1 year
Sales commission opportunities after 6 months
Flexible and remote work options
Medical and wellness benefits after 3 months, including an HSA