US CPA/ Tax Specialist – Toronto, Canada

Boast automates R&D Tax claims by combining proprietary AI-driven software with in-house engineers and CPAs. 300+ companies in the US and Canada use Boast to maximize their R&D tax returns and de-risk their audits while drastically reducing impact to their internal resources.

Our offices are in San Francisco, Toronto, Vancouver, and Calgary. We are looking for a US CPA/ tax specialist to be based out of our Vancouver or Calgary office. In this role, you will work closely with our CFO.

Responsibilities include, but not limited to:

  • Prepare and review federal and state return filings for LLCs, C-Corps, and S-Corps
  • Represent clients with IRS, State or other audits
  • Directly support customers with tax questions
  • Prepare and review Income Statement, Balance Sheet, Cash Flow Statement
  • Review and manage accounting processes, including General Ledger activities, month end close, account reconciliation
  • Budget and forecast preparation
  • Accounts receivable and invoicing
  • Accounts payable bill creation and payment processing
  • Payroll processing
  • Payroll tax filings
  • Sales tax filings
  • Cash flow management
  • Account variance analysis
  • Develop and maintain strong relationships with clients through ongoing communication and exceptional service

Skills and qualifications:

  • Must have a university Accounting Degree with US CPA accreditation
  • 5+ years experience in accounting and tax
  • High level of professionalism with outstanding ability to work effectively and efficiently with external client personnel at all levels of management
  • Excellent time management skills as well as the ability to work independently and handle multiple client projects simultaneously
  • Superior written and verbal communication skills, and the ability to capture an audience during a presentation
  • Experience with office productivity tools
  • Energy, passion, humor, compassion and enthusiasm
  • Big 4 experience a plus
  • Masters degree a plus
  • Previous experience with R&D tax and/or other technology grants a plus.

Compensation:

Commensurate with experience

Please email your resume and cover letter in confidence to [email protected]