Financial Statement Auditor

Position Summary
As a Manager (Financial Statement Audit and Tax), you will lead multiple assurance engagements from planning through completion, ensuring high-quality financial reporting and proactive tax and accounting solutions for our diverse client base of owner-managed businesses and mid-market corporations. You will supervise and coach audit and tax team members, serve as the primary client contact, and collaborate with your leadership team on practice growth. Core competencies are external audit, accounting and taxation; expertise in IT audit, internal-control reviews, and general advisory is considered an asset.

Key Responsibilities

• Audit & Assurance (Primary Focus)
• Engagement Leadership - Scope, plan and execute financial-statement audits and reviews in accordance with Canadian Auditing Standards (CAS), US GAAP and ISA as applicable, including risk assessments, materiality calculations, audit strategy, and budget management.
• Quality Control - Review working-paper files, financial statements, and note disclosures to

ensure GAAP/IFRS/ASPE (most of our clients follow ASPE / ASFNPO) compliance and firm

quality-control policies. Resolve complex accounting and reporting issues, consulting with

partners as needed.

• Client Communication - Present audit findings, internal-control observations, and improvement recommendations to management. Draft management letters and oversee timely issuance of reports.
• Regulatory Compliance - Monitor changes in auditing, accounting, and ethical standards;

update firm methodology and train staff on new requirements.

• Engagement Economics - Manage engagement profitability, billings, WIP, and collections;

identify opportunities for value-added services.

• Tax & Accounting (Core Competence)
• Tax Compliance - Prepare and review personal, corporate, trust, and sales tax returns, ensuring timely and accurate filings in accordance with applicable laws. Complete audit-related tax provisions and deferred tax calculations.
• Tax and Business Advisory - Conduct in-depth tax research and draft memoranda

summarizing analyses and recommendations. Design integrated tax planning strategies that align estimated personal liabilities with ongoing compliance obligations. Deliver proactive, year-end tax planning insights tailored to each client's financial position. Support other tax advisory matters as required.

• Accounting Support - Advise clients on complex transactions, including revenue recognition, business combinations, leases, and stock-based compensation. Draft and implement accounting policy memoranda.

Perform bookkeeping, accounting, reconciliations, and payroll for small businesses.

• Other Competencies (Required experience or willingness to learn on the job)
• IT Audit & SOC Reporting - Plan and review SOC 1, SOC 2, SOC 3, ISO 27001/27701,

cybersecurity, privacy, or automated control testing engagements.

• Internal Control & Risk Advisory - Conduct design and operating effectiveness testing for SOX or NI compliance. Support clients' internal audit teams and assist in developing process documentation and remediation plans.
• General Advisory - Support due diligence engagements, prepare business plans and projected financial statements. Assist with other risk or business advisory matters as needed.
• People & Practice Management
• Team Development - Coach, mentor, and formally evaluate seniors and staff accountants; foster a culture of continuous learning and professional growth.
• Resource Planning - Allocate personnel across concurrent engagements; ensure deadlines are met and workloads are balanced.
• Business Development - Participate in proposals, practice-building initiatives, and networking events; cultivate new and existing client relationships.

Qualifications
Requirement Details
Designation CPA, CA (or equivalent) in good standing.

Experience 5-7 years in public practice with at least 2 years managing audit engagements; mid-market or Big 4 experience preferred.

Education Bachelor's degree in accounting, Finance, or related discipline; Master of Accounting an asset.

Technical Expertise
: Thorough knowledge of CAS, ASPE, IFRS; strong grasp of corporate/personal tax fundamentals; proficiency with CaseWare/CaseView, Profile, and MS Office.

Nice-to-Have
: CISA, CIA, or CISSP; experience with data analytics tools (IDEA, ACL, Power BI);

familiarity with cloud ERPs (NetSuite, QuickBooks Online).