Manager - Private Company Services (Willowbrook)

Manager - Private Company Services (Willowbrook)

04 Nov
|
Merali Chartered Professional Accountants
|
Willowbrook

04 Nov

Merali Chartered Professional Accountants

Willowbrook

About Merali CPA

Merali Chartered Professional Accountants is a growing public accounting firm in Langley, BC, specializing in accounting, taxation and tax planning for privately held businesses, entrepreneurs and owner-managed corporations.

We pride ourselves on building long-term client relationships and providing practical, proactive tax and accounting advice. As a smaller firm, we offer a collaborative environment, direct access to the Partners and meaningful opportunities for professional growth.

We are seeking an experienced Manager – Private Company Services to join our team.

About the Role

Reporting directly to the Partners, the Manager will oversee client engagements, manage a portfolio of privately held businesses and provide guidance to Staff Accountants.

This is a hands-on role involving the preparation and review of compilation engagements, corporate, personal and trust tax returns. The successful candidate will manage engagements from start to finish, maintain client relationships and contribute to the development of the team.

Our practice focuses on compilation engagements and taxation. We do not perform audit or review engagements.

Key Responsibilities

Engagement Management & Financial Reporting

· Manage a portfolio of corporate clients, including owner-managed businesses, holding companies and family-owned corporations.

· Prepare and review compilation engagement working papers and financial statements in accordance with applicable professional standards.

· Oversee year-end adjustments, reconciliations and financial statement preparation.

· Ensure engagements are completed accurately and within established deadlines.





· Identify accounting and tax issues and communicate recommendations to clients.

Taxation & CRA Matters

· Prepare and review corporate (T2), personal (T1) and trust and estate (T3) income tax returns.

· Assist with corporate tax planning, including salary versus dividend strategies, shareholder remuneration and tax-efficient corporate withdrawals.

· Identify planning opportunities involving holding companies, associated corporations and family groups.

· Prepare responses to CRA review requests, manage CRA audits and assist with objections and reassessments.

· Research and resolve complex corporate, personal and trust tax matters.

· Assist with corporate reorganizations, estate freezes and capital dividend account planning.

Client & Team Management

· Serve as the primary contact for an assigned portfolio of clients and lead client meetings.

· Build strong client relationships and proactively identify tax planning opportunities.

· Manage engagement timelines, deliverables and client expectations.

· Supervise, mentor and provide technical guidance to Staff Accountants.

· Review staff work, provide constructive feedback and assist with training and development.

· Work closely with the Partners on technical matters and firm operations.

Qualifications & Experience

· CPA designation in good standing.





· Minimum 5 years of progressive public practice experience.

· Strong knowledge of ASPE and compilation engagements.

· Demonstrated experience preparing and reviewing T2 returns.

· Experience with T1 and T3 preparation and review.

· Strong understanding of Canadian corporate taxation and owner-manager tax planning.

· Experience managing client engagements and dealing with CRA reviews and audits.

· Previous experience supervising and mentoring accounting staff.

· Solid communication, organizational and problem-solving skills.

Technical Skills

· CaseWare and Jazzit.

· TaxCycle or Taxprep.

· QuickBooks Online and other cloud-based accounting software.

· Strong Microsoft Excel skills.

What We Offer

· Competitive compensation based on experience.

· Health spending account.

· Modern, centrally located Langley office.

· Direct mentorship and collaboration with experienced CPA Partners.

· Meaningful client interaction and exposure to complex corporate tax matters.

· Opportunities for professional development and career advancement.

· Collaborative working environment with an emphasis on work-life balance.

How to Apply

If you are looking to take the next step in your public practice career and want to work closely with business owners and experienced CPA Partners, we would welcome the opportunity to hear from you.

Please submit your resume and a brief cover letter outlining your experience and interest in the position.

We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

Pay: $100,000.00-$120,000.00 per year

Work Location: In person

📌 Manager - Private Company Services (Willowbrook)
🏢 Merali Chartered Professional Accountants
📍 Willowbrook

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