Key Responsibilities Your primary responsibilities will include:

- Engagement Leadership: Lead client-facing engagement teams to complete audits, review engagements, Notice to Reader (compilations), compliance tax engagements, and financial/accounting transactions.

- Technical Expertise: Deliver industry and technical expertise in audit and assurance through client interactions, reports, technical work, management presentations, and high-quality deliverables.

- Tax Compliance: Oversee and review personal and corporate income tax returns, reorganizations, and other routine tax filings. Work directly with Partners to complete complex tax research and ad-hoc consulting engagements as required.

- Portfolio & Client Management: Manage a portfolio of clients while understanding their business, key risks, and ways to deliver added value. Ensure clients’ needs are met and that relationships and accounts grow and develop.

- Project Financials: Accountable for engagement planning and scheduling as well as project financials (i.e., budgets, WIPs, timely billing, collection, variance recognition).

- Quality Control: Maintain quality control and apply specialized knowledge to anticipate, identify, and address issues relevant to the client’s business, financial entries, and reports.

- Team Development: Mentor, motivate, and coach team members towards professional and personal development by providing daily guidance, setting clear expectations, and developing their tax and assurance knowledge.

- Business Development: Network in the local business community,



consider business development opportunities, and contribute to the preparation and delivery of competitive proposals to meet client needs.

A successful candidate will have:

- CPA designation (Required).

- 6+ years of relevant public accounting experience, with a strong background in private company audits, review engagements, and tax.

- Strong understanding of business, accounting, management, and practice development principles, alongside strong corporate and personal taxation knowledge.

- Proven people management, relationship building, and leadership skills.

- Computer skills including Caseware and ProFile.

- Strong understanding of a client-focused environment including related deadlines and the ability to work to meet those deadlines.

- Sound judgment regarding confidential and sensitive matters.

- Excellent interpersonal, communication, and organizational skills with high attention to detail.

- Robust work ethic and the ability to work independently, as part of a team, and to effectively manage a team.

- Adaptability to learning new technologies and processes to help improve efficiency and provide a better user experience for our clients.

Software Skills Required

- Learn new technology that can be used in increasing efficiency on files and providing a better overall user experience for our clients.

- Xero (preferably Certified)

- Quickbooks Desktop

- Quickbooks Online

- Quickbooks Payroll

- Wave Accounting

- Hubdoc &/or Dext

- Plooto

- WagePoint

- Payment Evolution

- Microsoft (Word, Excel, etc.)

- CRA Online Services

📌 Assurance, Accounting and Tax Manager (Toronto)
🏢 Recognized
📍 Toronto