Manager, Tax

About Us

Douglas Spence & Associates is a well-established CPA firm serving small businesses, professional corporations, and high-net-worth individuals. We are growing and looking for an experienced, highly organized, client-focused professional to join our team.

This role is ideal for someone with 5–10+ years of experience in a public accounting firm, who understands client service, workflow coordination, and basic tax compliance. You may be a CPA or a seasoned client service manager with strong tax familiarity.

About the Role

We are hiring a Manager, Tax & Client Service Manager to act as a central hub across the firm - managing client communication, overseeing workflow, coordinating internal tasks, and assisting with routine tax-related activities. This is a hands-on role where judgment, organization, and professionalism matter more than formal designations.

Key Responsibilities

Client Service (Primary Focus)

• Serve as a main point of contact for client inquiries and triage issues as they arise.
• Conduct CRA MyAccount / MyBusinessAccount reviews and summarize findings.
• Communicate with clients to gather information, resolve outstanding items, and provide updates.
• Maintain accurate, organized client files and documentation.
• Ensure all communication is professional, timely, and service-oriented.

Tax Support

• Review CRA notices and correspondence and outline next steps for the team.
• Assist with basic or moderately complex tax compliance tasks (e.g., organizing info for T1/T2 filings, HST checks, simple schedules).
• Assist with trust and estate returns.
• Recognize when items require escalation to a senior reviewer.
• Support the tax workflow during T1 season, corporate deadlines, and year-end cycles.

Workflow Coordination & Internal Operations

• Oversee client workflow, monitor deadlines, and anticipate bottlenecks.
• Allocate work to staff based on complexity and capacity.
• Manage shared inboxes and ensure tasks are routed appropriately.
• Prepare, edit, and finalize letters, summaries, and client deliverables.
• Maintain high standards for digital filing and document control.

Administrative Leadership & Quality Control

• Prepare and proofread correspondence, summaries, and documentation packages.
• Help refine internal processes, templates, and systems.
• Provide guidance to junior team members on workflow and documentation standards.
• Uphold confidentiality and firm policies at all times.

Qualifications Required

• 5–10+ years of experience in a CPA, accounting, or tax firm.
• Strong client service orientation with excellent communication skills.
• Experience coordinating workflow or reviewing work in a public accounting environment.
• Familiarity with CRA portals and tax-related documentation.
• Strong Microsoft Office skills (Excel, Word, Outlook).
• High attention to detail, accuracy, and organization.
• Ability to work independently and exercise sound judgment.

Assets (Not Required)

• CPA designation.
• Assurance experience.
• Experience with trust and estate returns
• Experience using tax software platforms.

What We Offer

• Competitive compensation package.
• Benefits program.
• Stable and professional work environment.
• Exposure to a wide range of client files.
• Opportunity for growth as the firm expands.
• Reasonable hours outside of peak seasons.

Job Types: Full-time, Part-time

Pay: $50,000.00-$100,000.00 per year

Expected hours: 25 – 45 per week

Benefits:

• Casual dress
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care

Ability to commute/relocate:

• Oakville, ON L6H 0A6: reliably commute or plan to relocate before starting work (required)

Language:

• English (required)

Work Location: In person