Manager/Senior Manager, Technical Account Management
1 month ago
Key Duties & Responsibilities
- Supervising the preparation of financial statements of business clients, reviewing the work of Staff Accountants, and completing complex portions of the file;
- Maintaining high quality control by overseeing and reviewing Compilation and Review Engagements;
- Reviewing Corporate, Personal and Trust income tax returns and other tax forms;
- Reviewing, investigating and correcting discrepancies and irregularities in financial entries and reports;
- Making recommendations based on analysis and status of reserves, assets and expenditures;
- Performing technical research, developing and documenting tax planning recommendations for individuals and corporations;
- Assisting with the execution of corporate reorganizations;
- Overseeing the organization and prioritization of the work of Staff Accountants, including the management of engagement costs and billings;
- Mentoring and supporting the professional development needs of Staff Accountants;
- Managing a portfolio of clients, ensuring their needs are met and that relationships and accounts grow and develop;
- Contributing to the development of new ideas and approaches to improve work processes.
Qualifications
Education & Experience:
- Undergraduate degree in a relevant field;
- CA or CPA designation, with a minimum of 5 years public practice experience dealing with the accounting and taxation needs of private companies and their shareholders;
- Comprehensive experience in compilation and review preparation;
- Experience leading and supervising staff.
Skills & Knowledge:
- Knowledge of relevant accounting frameworks and file documentation best practices;
- Extensive knowledge of Accounting Standards for Private Enterprise (ASPE);
- Proficient in Caseware and Profile;
- Strong business acumen;
- Strong computer skills (MS Office).
Competencies:
- Focus on client service orientation;
- Excellent communication skills both written and verbal;
- Strong awareness of attention to detail;
- Proven ability in results management;
- Strong ability to make sound judgement calls, based on experience and critical thinking.
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