Finance Manager

5 months ago

Richmond Hill, Canada ConduitHR Full time

We are a prominent Professional Services firm based out of Richmond Hill, Ontario that specializes in Assurance, Accounting, Estate Planning, Tax Consulting, Forensics, Advisory, Business Valuations and Litigation Support Services.

The company has experienced exponential growth over the past several years through organic expansion of service lines and strategic acquisitions. Our clients include high net worth families, real estate developers, fintech companies, medical, dental, and legal professionals, nationally recognized organizations, professional athletes, and various not-for-profit entities. The strength of our people has allowed us to provide quality service to our clients that is competitive with the most well-known accounting firms.

We recognize that the growth of our firm is attributable to our people, and we reward our team members by providing attractive compensation and supporting career development. As we continue our growth trajectory, we will continue to develop our team members into future leaders of the firm.

In our company, we embrace individuals with diverse backgrounds and perspectives, and we cultivate inclusion through our commitment to a respectful, approachable, and open-door environment. Some of the perks of working for us include 3+ weeks vacation, hybrid work model, an annual performance bonus, and more.

**Role and Responsibilities**:

- Manage multiple engagements.
- Maintain excellent client relationships.
- Review of client engagements files.
- Review financial statements, corporate tax returns, personal tax returns, T5013 Partnership Returns, T3 Trust Returns, T4/T4A/NR4/T5 Information Slips, T5001 Tax Shelter Slips, GST and EHT Returns, ETD calculations, WSIB calculations.
- Respond to information requests from clients and tax authorities.
- Schedule team members for engagements, including preparing long-range schedule and updating current schedule.
- Develop course of action, including coordination of start dates, planning and completion of engagements.
- Assist Associates and Senior Associates in planning engagements, preparing budgets, including assessing risk, suggesting procedures and guidance regarding approach.
- Communicate engagement issues to relevant team members.
- Communicate with clients with respect to all aspects of the engagement such as, documentation requirements, timing, tax balance owing, and billing.
- Supervise and monitor fieldwork, including guidance on executing audit procedures, dealing with problems, and technical assistance.
- Train and develop Associates, Senior Associates and Co-op students.
- Conduct annual performance review with team.
- Review file timelines and draft invoices for billing.
- Meet billable target hours.

**Requirements**:

- Chartered Professional Accountant (CPA) designation and minimum 4 years of relevant work experience.
- 1-2 years of experience managing a team of Professionals within the Public Accounting industry.
- Experience with T1, T2, T3 and other tax forms mandatory.
- Strong technical background in Canadian Income Tax.
- Experience with CaseWare, and CCH (Tax Prep) considered an asset.
- Excellent verbal and written communication skills.
- Strong interpersonal and problem-solving skills
- Excellent organizational and time management skills.
- Ability to take initiative and to multi-task in a fast-paced environment characterized by changing priorities.
- Experience using Microsoft Suite: Word, PowerPoint, Excel and Outlook.

**Why work for us?**
- Competitive compensation package
- Company-paid benefits package
- Career growth opportunities
- Education Assistant Program
- 3+ weeks vacation
- Employee Appreciation Paid Days Off
- Hybrid work environment
- Annual performance bonus
- Divisional rewards plan
- Client Referral Program
- Employee Referral Program
- Social events
- Specialty division opportunities for career progression

APPLY NOW

**Job Types**: Full-time, Permanent

**Salary**: $95,000.00-$115,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- RRSP match
- Vision care
- Work from home

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Richmond Hill, ON L4B 3K3: reliably commute or plan to relocate before starting work (required)

Application question(s):

- are you a Chartered Professional Accountant (CPA)?
- Do you have experience in a managerial position in public accounting?
- Do you have experience in CaseWare and Tax Preparation?

**Education**:

- Bachelor's Degree (preferred)

Work Location: Hybrid remote in Richmond Hill, ON L4B 3K3

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