13 Sep
|
Distinct | North America
|
Ontario
13 Sep
Distinct | North America
Ontario
Senior Manager, Private Enterprise | $150,000–$190,000 | Markham (Hybrid)
At Senior Manager level, progression is no longer about being given more files.
It’s about having more influence over the clients, the team and eventually the direction of the practice.
This Senior Manager opportunity is with a growing CPA firm in Markham, helping lead its Private Enterprise practice across owner-managed businesses, entrepreneurs and privately held companies.
You’ll oversee compilation and review engagements, manage senior client relationships and become increasingly involved in planning, business development and practice growth. It’s a genuine step toward becoming part of the firm’s future leadership rather than simply remaining at Senior Manager indefinitely.
Why this role stands out:
Markham location
Senior leadership position within a growing Private Enterprise practice
Strong owner-managed and privately held business portfolio
Compilation and review engagement exposure
Direct involvement with the Partners
Opportunity to lead and develop accounting staff
Involvement in recruitment, training and practice development
Business development and referral-source exposure
Genuine longer-term progression toward Partner
U.S./cross-border exposure available for someone with the relevant background
What you’ll be doing:
Lead compilation and review engagements from planning through completion
Review Notice to Reader/compilation and review engagement files
Review financial statements and working papers prepared by junior and intermediate staff
Identify and resolve more complex accounting and financial reporting issues
Manage workflow, deadlines and file progress across a portfolio of Private Enterprise clients
Review T2 corporate tax returns and related schedules
Review T1 returns for owner-managers,
high-net-worth individuals and family groups
Act as a trusted advisor to privately owned businesses and entrepreneurs
Identify tax, accounting and broader planning opportunities
Lead client meetings, presentations and current-client onboarding
Mentor and develop junior, intermediate and senior staff
Support recruitment and internal training initiatives
Build relationships with referral sources and participate in networking
Contribute to the continued development and growth of the Private Enterprise practice
Work closely with the Partners on more complex client and commercial matters
What they’re looking for:
10+ years of progressive Canadian CPA firm/public accounting experience
Robust Private Enterprise / owner-managed business experience
5+ years reviewing compilation engagements and related financial statements
Strong experience reviewing staff work
Strong T2 corporate tax knowledge
Experience dealing directly with business owners and senior client contacts
Proven ability to coach, mentor and develop accounting professionals
Comfortable operating as a senior point of contact beneath the Partners
Commercial mindset with an interest in business development and practice growth
TaxCycle, CaseWare, Sage, QuickBooks or similar software experience
U.S./cross-border experience would be a significant asset
U.S. CPA license would also be advantageous but is not required
The usual schedule is around 3 days per week in office, with greater attendance during heavier periods and busy season. The firm is looking for someone who can be a visible senior member of the team rather than operating remotely.
We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, and even if this role isn’t the right fit, there may be another one that is.
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📌 Senior Manager, Private Enterprise (Ontario)
🏢 Distinct | North America
📍 Ontario