Job Description
Our client is seeking a Manager to help lead its Private Enterprise practice. You will own compilation engagements from start to finish and act as a trusted advisor to owner-managed businesses.
Key Responsibilities
• Lead and review compilation engagements for privately-held corporations, partnerships and sole proprietorships
• Manage engagement workflow, timelines and file progress across a portfolio of Private Enterprise clients
• Identify and resolve complex accounting and financial reporting issues, escalating appropriately
• Oversee preparation and review of T2 corporate tax returns and related schedules
• Review T1 personal tax returns for owner-managers, high-net-worth individuals and family unit filings
• Identify and communicate value-added planning opportunities to clients in a clear, accessible manner
• Take part in client meetings, presentations and the onboarding of new engagements
• Mentor, coach and develop junior, intermediate and senior staff
• Contribute to recruitment, internal training, practice-building and business development, including networking and referral source management
Key Requirements
• 10+ years of experience in accounting and auditing
• Public Accountant
• Canadian CPA designation (preferred)
• Minimum 5 years of progressive public accounting experience, focused on the Private Enterprise / owner-managed business sector
• Minimum 2 years as a manager in an accounting firm, reviewing compilation engagements and related financial statements
• Demonstrated ability to supervise, coach and develop accounting staff
• Proficiency with tax preparation and practice management software (e.g., iFirm, TaxPrep, CaseWare, Sage, QuickBooks) and comparable Canadian and US tax software
• Canadian experience and eligibility to work in Canada
• Residence within reasonable distance of Markham; in office 3-5 days per week, most days during busy season
Strongly Preferred
• U.S. CPA designation, active license preferred
• Hands-on U.S. personal income tax compliance (Form 1040, 1040NR, FBAR/FinCEN 114, Form 8938, Form 3520, etc.)
• Familiarity with Canada–U.S. tax treaty positions, departure tax and cross-border estate planning
• Experience with U.S.-connected clients, including dual-status individuals and cross-border filings, will be given strong preference
Only shortlisted candidates will be contacted.
Submit your CV to finance.careers@make-move.com
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