Cross-Border Tax Preparer (US–Canada)

Job summary

Prepare U.S. individual returns and Canadian T1, T2, and T3 returns, including related cross-border filings, using CCH Axcess and TaxCycle. Organize and reconcile client documents, coordinate tax treatments across both countries, address reviewer notes, and help keep files, deadlines, and client communications on track.

Job details

About TRUTAX TRUTAX is a growing, cross-border tax preparation firm. We work with individuals and families whose finances span both countries, and we're adding a preparer to our team to keep up with demand. The Role We're looking for a hands-on US–Canada cross-border tax preparer to join our office on a contract basis, with strong potential to move into a permanent position. You'll prepare both U.S. and Canadian returns and work closely with senior preparer on complex cross-border files. What You'll Do Prepare U.S. individual returns (and related cross-border forms) in CCH Axcess Prepare Canadian T1, T2 and T3 returns and related filings in TaxCycle Gather, organize, and reconcile client documents from both countries Coordinate U.S. and Canadian returns so income, credits, and foreign tax credits are treated consistently Flag issues and questions for review, and respond to reviewer notes Help keep files organized, deadlines met, and clients informed What You Need Hands-on, working experience preparing U.S. returns in CCH Axcess Hands-on, working experience preparing Canadian returns in Taxcycle Solid understanding of both U.S. and Canadian personal tax fundamentals Experience with cross-border situations (e.g., foreign tax credits, treaty basics, foreign asset reporting) is a strong asset Attention to detail, good judgment on when to escalate, and the ability to work to deadlines Strong written and verbal communication Nice to Have EA designation, or progress toward one Important Details On-site only. This is NOT a remote or hybrid role. You must be able to work from our office in Vancouver, BC. Contract position with the potential to become permanent based on performance and fit. Practical assessment. Shortlisted candidates will complete a hands-on test in CCH Axcess and TaxCycle. Please apply only if you've genuinely worked in both.

What you’ll do

Prepare U.S. individual returns and Canadian T1, T2, and T3 returns, including related cross-border filings, using CCH Axcess and TaxCycle. Organize and reconcile client documents, coordinate tax treatments across both countries, address reviewer notes, and help keep files, deadlines, and client communications on track.

Requirements

Candidates need hands-on experience preparing U.S. returns in CCH Axcess and Canadian returns in TaxCycle, along with a solid understanding of personal tax fundamentals in both countries. Cross-border tax experience is an asset; attention to detail, sound judgment, deadline management, and strong communication are also required, while an EA designation or progress toward one is a plus.

Listed skills

• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• U.S. Individual Tax Preparation
• Canadian Tax Preparation
• CCH Axcess
• TaxCycle
• Cross-Border Taxation
• Foreign Tax Credits
• Tax Treaty Fundamentals
• Foreign Asset Reporting
• Document Reconciliation
• Tax Return Coordination
• Issue Escalation
• Deadline Management
• Client Communication
• Attention to Detail

Job areas

• Finance & Accounting