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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in U.S. and Canadian personal income tax, providing strategic tax planning and compliance advice while leveraging technology for enhanced productivity. Strong leadership in managing client relationships and fostering team development in a dynamic tax environment.
Highest-signal resume keywords
U.S. And Canadian Personal Income Tax ExperienceU.S. Certified Public Accountant (CPA) Or Enrolled Agent (EA)Tax Technical ResearchMicrosoft Office Proficiency, Particularly Excel And VisioClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PlanningTax ComplianceTax Data AnalysisAutomated Tax Processing SystemsActuarial Concepts Interpretation
Soft Skills
Excellent Verbal And Written CommunicationTeam LeadershipKnowledge SharingProfessional JudgmentAdaptability
Certifications & Qualifications
U.S. Certified Public Accountant (CPA)Enrolled Agent (EA)
Industry Keywords
Mobility EngagementsPeople Advisory ServicesTax JurisdictionRevenue RecognitionTax Technical Material
About the role
Key responsibilities & impact- Interface with clients and colleagues located throughout the world by phone and in person
- Analyze client tax data to determine appropriate Canadian and U.S. filing positions and provide tax planning advice
- Review U.S. and Canadian personal income tax returns
- Advise clients on tax implications of working in another tax jurisdiction
- Seek increased revenue through existing and new client relationships
- Represent EY at external networking events
- Conduct tax technical research supporting compliance and advisory deliverables
- Prepare and/or deliver tax technical material for the national education program
- Leverage technology to maximize productivity
- Manage client account financials, including budgets, resource requirements, invoicing, and revenue recognition
- Lead and manage Mobility engagements and related business development efforts
- Develop and innovate new service offerings
- Manage and contribute to group and individual goals by sharing knowledge, monitoring engagement and team performance, providing guidance and feedback, and facilitating teamwork
- Foster a flexible, stable, team-oriented culture supporting personal development
- Guide junior colleagues on tax technical and performance management skills
- Identify opportunities for EY Mobility, People Advisory Services, and other special services
Requirements
What you’ll need- Excellent verbal and written communication skills
- Ability to share knowledge and motivate the team
- Initiative to stay abreast of current trends and technical advancements
- Sound professional judgment and high level of professionalism
- Ability to innovate and adapt to the market
- Bachelor's degree in accounting, finance, or a related field (ideally)
- U.S. Certified Public Accountant (CPA) or Enrolled Agent (EA) credential, either obtained or currently in progress (ideally)
- Minimum of seven (7) years of U.S. and/or Canadian personal income tax experience
- Knowledge of current automated tax processing systems and tax laws in an area of technical specialization
- Ability to interpret actuarial concepts and results in a business context
- Commitment to learning in a tax technical environment
- Proficiency in Microsoft Office tools, particularly Excel and Visio
- Strong team-player orientation and genuine passion for tax
Benefits
Comp & perks- Discretionary bonus program
- Comprehensive medical, prescription drug and dental coverage plan
- Defined contribution pension plan
- Great vacation policy
- Firm-paid days for longer long weekends
- Statutory holidays
- Paid personal days based on province of residence
- Programs and benefits supporting physical, financial and social well-being
- Support and coaching from engaging colleagues
- Learning opportunities to develop new skills and progress your career
- Freedom and flexibility to handle your role in a way that’s right for you
