Tax Analyst

TAG is looking for a Tax Analyst, based anywhere in Canada, to support the portfolio’s Canadian, US and international tax compliance. The role reports to the portfolio’s tax leadership and suits a CPA, or a CPA candidate, who wants hands-on exposure to cross-border corporate tax.

TAG’s portfolio includes Canadian, US and foreign subsidiaries, so the work spans foreign affiliate surplus, US E&P, indirect tax and other jurisdictional direct taxes.

ABOUT TAG SOFTWARE GROUP:

TAG Software Group is a team of experienced investors and operators dedicated to acquiring, enhancing, and growing mission-critical software companies serving SMB, enterprise, and public sector customers.

Founded as part of a permanent home for software companies, we don’t buy to sell. Our focus is on long-term partnerships that protect your legacy, employees, and customers.

Our in-house team delivers an efficient, transparent, and seller-friendly process, ensuring speed and certainty of close. Once part of TAG, your company gains access to proven best practices, dedicated value-creation resources, and the extended ecosystem of our sister companies, including proprietary in-house technology including ValPay and Sadie AI helping your business reach the next level.

KEY RESPONSIBILITIES:

• Support international mergers and acquisitions, including tax due diligence and post-acquisition integration.
• Maintain exempt, taxable and pre-acquisition surplus balances for foreign affiliates, updating them annually and for acquisitions, reorganizations and dividends.
• Maintain FAPI calculations, including tracking FAPI, FAPL and related adjustments for each controlled foreign affiliate.
• Maintain safe income calculations to support section 55 planning on intercorporate dividends.
• Perform mind and management (central management and control) reviews of international companies to support their tax residency positions.
• Assist with repatriation planning and international money movements.
• Provide tax support to business units in Canada, the US and Europe.
• Maintain earnings and profits (E&P) schedules for US and foreign entities.
• Advise controllers on transfer pricing methods and policy.
• Prepare quarterly and annual income tax provisions.
• Prepare return-to-provision reconciliations and propose true-up entries.
• Review subsidiary and international tax returns prepared by external advisors or local teams.
• Prepare working papers for the US and Canadian tax returns as requested by external preparers.
• Assist with new state sales tax registrations in Avalara.
• Review sales tax filings and support sales tax audits.
• Liaise with the Canada Revenue Agency, Revenu Québec and the IRS on tax matters.
• Assist with income tax audits.
• Prepare W-9 and W-8BEN / W-8BEN-E forms for group entities and respond to vendor and customer requests.
• Assist treasury with tax payment scheduling, intercompany settlements and cash forecasting inputs.

Requirements

• CPA designation, or currently enrolled in the CPA Professional Education Program (PEP) with progress toward designation.

• Bachelor’s degree in accounting, commerce or a related field.
• 2+ years of corporate tax experience in public accounting or a corporate tax environment, with exposure to both Canadian and US tax matters.
• Working knowledge of Canadian corporate tax, including the foreign affiliate rules.
• Strong Excel skills and comfort maintaining large, multi-entity schedules.
• Clear written English; French is an asset for working with the Montreal head office.
• Organized and detail-oriented.

PREFERRED:

• Completed or in progress: CPA In-Depth Tax Course.
• Experience with international tax, including surplus, FAPI or safe income calculations.
• Exposure to US federal and state tax, including E&P and sales tax nexus.
• Experience with Avalara, Corptax, TaxPrep or similar tax software.
• Experience with ASC 740 / IAS 12 tax provisions.
• Familiarity with M&A tax due diligence, tax structuring and cross-border tax planning.
• Ability to work independently and balance multiple priorities in a decentralized environment.

Benefits

• Work from home: A fully remote role, open to candidates anywhere in Canada, with the flexibility to manage your day in a way that works for you.
• Competitive pay: A competitive salary and benefits package that reflects your skills and your growth with us.
• Varied and engaging work: Broad exposure to Canadian international, US federal and state, and indirect tax in an acquisitive, multi-jurisdiction group.
• Support for your CPA journey: Time off for PEP modules and exams, plus course reimbursement.
• Room to grow: A clear growth path toward Senior Tax Analyst and Tax Manager.

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Originally posted on Himalayas