Manager, Private Enterprise Services

Be part of something bigger. Build with us today - Now, for tomorrow.

At Baker Tilly, we care about the impact you make. That's why we're invested in your growth from day one - because the steps you take today define your tomorrow.

We are looking for a Manager, Private Enterprise Services to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you'll collaborate with a dynamic team of professionals, united by a shared commitment to making a different for our clients, our communities, and one another.

Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

• Collaborate with Partners and the client service team to plan, execute, and complete a wide range of review engagements, compilation engagements, and tax engagements for owner-managed businesses and private enterprises,
• Manage engagement workflow from planning through completion, including monitoring timelines, assigning resources, tracking deliverables, following up with clients, and proactively communicating with Partners, staff, and clients,
• Perform detailed reviews of working paper files to ensure engagement documentation, conclusions, financial statements, tax filings, and client deliverables are complete, accurate, and aligned with professional standards and firm quality expectations,
• Manage project financials, including budgets, WIP, and timely billing,
• Strong organizational and time management skills, with the ability to manage multiple client engagements, competing priorities, and shifting deadlines in a fast-paced public accounting environment,
• Support, mentor, and train a team of professionals on review and compilation engagements, financial statement presentation, note disclosure, tax preparation, and firm methodology,
• Identify accounting, tax, and business advisory matters and provide practical recommendations to clients,
• Review personal, corporate, and trust, including related schedules, and compliance filings.
• Assist clients with year-end planning, tax estimates, remuneration planning, HST/GST matters, payroll-related questions, and other recurring compliance matters,
• Comfortable leveraging technology, firm systems, and process improvements to enhance engagement efficiency, collaboration, and client service,
• Provide personal and attentive service to clients to encourage productive working relationships,
• Add value by identifying client service opportunities, including cross-team collaboration with tax, advisory, bookkeeping, and specialty service teams,
• Coach, mentor, and develop assigned team members by providing timely feedback, supporting performance goals, and identifying opportunities for professional growth,
• Share your technical or human skills with the broader team by developing and facilitating ongoing training opportunities,
• Engage with all levels of our team while working to bring our strategy to life and participate in firm wide events that foster our amazing workplace culture,
• Generate new business opportunities by promoting the firm’s expertise and services, as well as developing ideas and solutions.

• Professional accounting designation (CPA, CA) with at least 5 years’ public accounting experience,
• Strong experience serving owner-managed businesses and private enterprises, including review engagements, compilation engagements, and related corporate tax returns,
• Minimum of 2 years in a progressive management role with a CPA firm,
• Prov…