Partner, Private Enterprise

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.

• 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

• 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

• 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

• 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

• 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

• Canadian Chartered Professional 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., Tax Cycle, Case Ware, Sage, Quick Books) 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

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