Financial Services Manager

6 days ago


Burlington, Ontario, Canada Bateman MacKay Full time

At Bateman MacKay, we're committed to delivering high-quality accounting services that exceed our clients' expectations. As a Senior Accountant in our Assurance team, you'll play a crucial role in building strong relationships with clients and ensuring the successful delivery of engagements.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, serving as a primary point of contact and ensuring the delivery of high-quality services
  • Lead planning meetings, prepare budgets, and execute on engagements with minimal support from Manager
  • Review previous year's file to understand client profile; drafting questions for client that may assist with file preparation and obtaining missing information/documentation
  • Prepare new client files, ensuring client adherence to applicable standards
  • Independently plan and execute audit and review engagements for clients including inventory counts, financial statements disclosures, and corporate tax returns
  • Provide leadership and technical guidance to junior team members on engagements
  • Identify complexities and/or risks in files and communicate them early in the workflow
  • Manage various deadlines for files including bank reporting and tax filing requirements
  • Prepare journal entries as required
  • Review general ledger accounts for reasonability
  • Interact with tax authorities regarding discrepancies
  • Identify and research complex accounting issues
  • Effectively manage multiple projects and monitor deadlines and budgets
  • Proactively communicate with Managers/Partners on client engagements


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