EU remote
Tax Analyst
About this role
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.