Manager
3 weeks ago
Job Summary/Position Function
As a manager, to provide accounting, tax and advisory services to clients by supporting Partners, co-workers and staff. Responsible to assist the firm team in leadership, client management/business development (internal & external), quality control and compliance.
Specifically Accountable To
- Lead, manage and assist with multiple client engagements in the planning, preparation and review of financial statements and T2 corporate tax return reviews for corporate year-ends
- Oversee the planning, execution, and completion of client projects, ensuring adherence to deadlines and quality standards.
- Build strong client relationships by proactively identifying opportunities to enhance client satisfaction including on-boarding.
- Assist with planning, preparation, review and sign-out of T1 Personal Income Tax returns
- Assist with the preparation, review and sign-out of T3 trust and estate services
- Assist with preparation of tax compliance work, CDA's, Section 85 tax planning
- Assist with review of bookkeeping, GST, information slips and summaries
- Perform income and other tax research
- Provide training and feedback to accounting and bookkeeping staff as necessary after review of work.
- Liaise, as needed with clients
- Corresponding with taxation authorities on various matters, as necessary
- Perform miscellaneous duties and ad hoc special projects, as requested
Qualifications
- 5+ years progressive work experience in a public practice firm working with various clients concurrently
- CPA Designation and full compliance with CPA requirements
- Strong knowledge of accounting standards along with federal and provincial employment standards
- Proficiency in Income tax legislation, research and compliance
- Proficiency in Financial reporting, Finance, Strategy and governance, Management accounting
- Proficient in Microsoft Office Software, and various tax preparation software/programs such as Profile, Taxprep
- Experience with CCH iFirm, Caseware/Caseview.
- Strong data entry skills with a high level of accuracy
- High level of professionalism and courtesy.
- Excellent verbal and written communication skills.
- Excellent organizational and time management skills combined with ability to multi-task effectively in a fast-paced, deadline-oriented environment.
- Demonstrated attention to detail
- Strong analytical skills
- Works well independently and as a supportive team player working with all departments.
- Subject to strict confidentiality and privacy rules to protect sensitive financial and personal information.
Educational Requirements
- Bachelor’s Degree in Accounting or Finance
- CPA designation
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