Partner, Private Enterprise - Permanent - 19366

About the Opportunity

Our client is a full-service public accounting firm and a proud member of one of the world’s top 15 accounting networks, with member firms in over 115 countries. The firm serves privately held businesses, entrepreneurs, high-net-worth individuals, and professional service firms across Canada and beyond, offering Bookkeeping & Payroll, Personal and Corporate Tax, Public Audit, Assurance, Government Incentives, and Advisory/Consulting services. They are currently seeking a Partner to lead their Private Enterprise practice. This is a senior leadership role for an experienced public accounting professional ready to own key client relationships, drive the strategic direction of the practice, and contribute to firm-wide growth and profitability. This position is primarily focused on Canadian private enterprise compilation, review, and tax work; experience with U.S.-connected clients, a U.S. CPA designation, and U.S. tax compliance knowledge is considered a strong asset. Duties include but are not limited to:

Client Relationship & Advisory

Own key private enterprise client relationships Act as a trusted business advisor to owners and management Identify opportunities for tax, accounting, advisory, valuation, financing, succession, and other services Participate in client planning and regular relationship reviews Practice Leadership

Lead the Private Enterprise practice Establish service standards, workflows, and quality expectations Monitor capacity, deadlines, WIP, and realization Help determine appropriate pricing and engagement structures Technical & Quality Oversight

Review and approve significant financial statements, tax returns, and other deliverables Ensure compliance with CPA standards, CRA requirements, and firm policies Provide technical guidance to managers and staff Escalate complex accounting or tax matters where appropriate People & Development

Lead and mentor managers, senior accountants,



and junior staff Participate in hiring and performance management Develop succession within the Private Enterprise group Ensure appropriate delegation and review processes Business Development & Firm Contribution

Generate new business and expand existing client relationships Develop referral relationships with lawyers, financial advisors, bankers, and other professionals Participate in networking and firm marketing initiatives Contribute to firm strategy, culture, and profitability About You

Canadian Chartered Skilled Accountant (CPA) designation (required) 15+ years of progressive public accounting experience, with significant leadership within the Private Enterprise / owner-managed business sector Proven track record owning key client relationships and acting as a trusted advisor to owner-managers and high-net-worth individuals Demonstrated experience leading a practice group, including workflow, capacity, WIP, and realization management Strong technical expertise reviewing and approving compilation engagements, financial statements, and corporate/personal tax filings Demonstrated success in business development, referral network building, and expanding client relationships Proven ability to lead, mentor, and develop managers and staff, with experience in hiring and performance management Proficiency with tax preparation and practice management software (e.g., TaxCycle, CaseWare, Sage, QuickBooks) and comparable Canadian and US tax software U.S. Certified Public Accountant (CPA) designation is a strong asset Hands-on experience with U.S. personal income tax compliance (Form 1040, 1040NR, FBAR/FinCEN 114, Form 8938, Form 3520, etc.) is a strong asset Familiarity with Canada-U.S. tax treaty positions, departure tax, and cross-border estate planning considerations is a strong asset About the Job

This is a permanent, full-time Partner-track position based in Markham, Ontario. Candidates must be eligible to work in Canada and be able to work from the office 3-5 days per week (most days during busy season). Compensation range to be confirmed - commensurate with book of business, partnership terms, and experience. LROACC

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📌 Partner, Private Enterprise - Permanent (Montreal)
🏢 LRO Staffing
📍 Montreal