Senior Accountant / Client Manager – Public Practice
Rocket Accounting CPA Ltd. – Burnaby, BC
About Rocket Accounting
Rocket Accounting CPA Ltd. is a growing CPA firm based in Burnaby, BC, serving primarily small and mid-sized owner-managed corporations.
We provide corporate tax, year-end accounting, bookkeeping, GST, payroll and advisory services to businesses across a variety of industries.
We are growing our team and looking for an experienced Senior Accountant / Client Manager who can take ownership of a portfolio of corporate clients while helping manage and develop our accounting team.
This is not strictly a preparation role. We are looking for someone who enjoys working directly with business owners, can independently manage engagements from start to finish, and is comfortable providing guidance to junior accounting and bookkeeping staff.
What You'll Do
Client Management
- Act as the primary point of contact for a portfolio of corporate clients
- Lead client meetings and year-end discussions
- Respond to client accounting and tax questions
- Explain financial statements, corporate taxes and other accounting matters in clear, practical language
- Advise owner-managed businesses on routine matters such as salary vs. dividends, shareholder transactions, GST, payroll and corporate tax
- Request missing information and proactively follow up with clients
- Identify issues requiring more complex tax or technical review and escalate them appropriately
Year-End Accounting & Corporate Tax
- Manage corporate year-end engagements from information gathering through completion
- Prepare and/or review year-end working paper files
- Prepare and/or review corporate financial statements
- Prepare and/or review T2 corporate income tax returns
- Review bookkeeping files and identify required year-end adjustments
- Assist with cleanup of accounting records, reconciliations and unusual balances
- Handle routine CRA correspondence and client tax matters
Team & Workflow Management
- Delegate work to bookkeepers and junior team members
- Review bookkeeping and accounting work completed by other team members
- Provide practical coaching and feedback to junior staff
- Help train and develop bookkeeping staff
- Monitor engagement deadlines and ensure files continue moving through the workflow
- Coordinate with our Accounting Manager on technical matters and final review
- Help improve internal processes as the firm continues to grow
What We're Looking For
- Approximately 5+ years of Canadian public practice accounting experience
- Strong experience with owner-managed corporations
- Experience preparing and reviewing corporate year-end files and T2 returns
- Strong understanding of Canadian corporate accounting and taxation
- Experience reviewing bookkeeping and adjusting year-end accounting records
- Excellent written and verbal communication skills
- Comfortable leading client meetings independently
- Strong organizational skills and ability to manage multiple client engagements
- Able to exercise professional judgment and solve problems independently
- Comfortable delegating work and providing feedback to junior staff
- Experience with cloud accounting software such as Xero or QuickBooks Online
CPA designation is preferred, although we will consider candidates with strong public-practice experience who otherwise fit the role.
Experience with TaxCycle, CaseWare, Xero and Financial Cents is an asset.
Who Will Do Well in This Role
You may be a strong fit if you are someone who:
- Enjoys working directly with business owners
- Takes ownership instead of waiting to be told what to do next
- Can organize a portfolio of clients and keep engagements moving
- Communicates proactively with both clients and team members
- Knows when to make a decision independently and when something should be escalated
- Enjoys helping junior staff improve
- Is technically capable but also understands that great client service requires strong communication
- Wants to grow with a firm rather than simply prepare files
Compensation & Schedule
Salary: $85,000–$100,000 per year, depending on experience
Position: Full-time, permanent
Location: Burnaby, BC
This position is primarily office-based, with the potential for a hybrid work arrangement after onboarding and once the successful candidate is fully comfortable with our systems, clients and team.
Why Join Rocket Accounting?
We are building a modern accounting firm with a focus on strong systems, technology, efficient workflows and a high level of service for owner-managed businesses.
You'll work alongside an experienced CPA Accounting Manager and have support from our bookkeeping and administrative team.
For the right person, this role provides significant autonomy and the chance to become an important part of the firm's long-term growth.
How to Apply
Please submit your resume through Indeed.
In your application, we'd also like to hear briefly about your experience managing owner-managed corporate clients and the types of year-end and corporate tax engagements you have handled.
Pay: $85,000.00-$110,000.00 per year
Benefits:
- Casual dress
- Company events
- Flexible schedule
- On-site parking
- Work from home
Work Location: Hybrid remote in Burnaby, BC V5J 3M6
📌 Senior Accountant / Client Manager (Canada)
🏢 Rocket
📍 Canada