Analyst

• Preparation of U.S. tax returns such as Form 1120, Form 5472, etc. (for Canadian, U.S. and foreign corporations);
• Analyze financial statements and audit files to identify accounting transactions with tax implications;
• U.S. tax analysis at the federal and state levels;
• IRS and state tax audits;
• Preparation of U.S. individual tax returns and related forms such as Form 1040, Form 1116, Form 2555, Form 5471, Form 8833, FBAR, etc. (U.S. citizens and expatriates);
• Preparation of U.S. tax returns for non-resident aliens (Form 1040-NR, Form 8833, Form 8840, etc.);
• Expatriate tax planning (departure from Canada / return to Canada);
• Tax planning for Canadians owning U.S. real estate;
• IRS and state tax audits;
• Review and analysis of U.S. tax form instructions;
• Information requests and client follow-ups;
• Government follow-ups for the United States (assessment notices, objections, letters, etc.);
• U.S. tax research (corporate and individual);
• Research on international tax treaties;
• Preparation of tax memoranda summarizing research findings.

Analyst, Consultant in International and U.S. Taxation

Analyst-Programmer – AI

Assurance Analyst, Audit