Assist in the completion of U.S. and combined U.S.-Canadian individual income tax return preparation for U.S. citizens living in Canada, U.S. residents working in Canada and Canadians working and investing in the U.S.
Assist in carrying out cross-border income tax and estate planning
Participate in expatriate policy design and implementation and in expatriate compensation design and implementation
Evaluate existing business processes and policies and advise on Canadian and U.S. individual income tax policy and tax changes
Identify issues and errors, investigate discrepancies and discuss with managers or engagement partners to develop resolutions
Correspond with clients and various government agencies to address client tax compliance issues
Assist with the preparation of correspondence, technical reports, client summaries and presentations outlining engageme...