# Tax Analyst

**Company:** [Valsoft Corporation](https://jobs.workable.com/companies/i7bvgtD9zMBw8pksaJ6inV.md)
**Location:** Remote
**Workplace:** remote

[Apply for this job](https://jobs.workable.com/view/cb4650db-f2e6-42e7-8634-7051416620c4)

## Description

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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