Manager, Finance & Banking

Job Summary/Position Function

As a manager, to provide accounting, tax and advisory services to clients by supporting Partners, co-workers and staff. Responsible to assist the firm team in leadership, client management/business development (internal & external), quality control and compliance.

• Lead, manage and assist with multiple client engagements in the planning, preparation and review of financial statements and T2 corporate tax return reviews for corporate year-ends
• Oversee the planning, execution, and completion of client projects, ensuring adherence to deadlines and quality standards.
• Build strong client relationships by proactively identifying opportunities to enhance client satisfaction including on-boarding.
• Assist with planning, preparation, review and sign-out of T1 Personal Income Tax returns
• Assist with the preparation, review and sign-out of T3 trust and estate services
• Assist with preparation of tax compliance work, CDA's, Section 85 tax planning
• Assist with review of bookkeeping, GST, information slips and summaries
• Perform income and other tax research
• Provide training and feedback to accounting and bookkeeping staff as necessary after review of work.
• Liaise, as needed with clients
• Corresponding with taxation authorities on various matters, as necessary
• Perform miscellaneous duties and ad hoc special projects, as requested

• 5+ years progressive work experience in a public practice firm working with various clients concurrently
• CPA Designation and full compliance with CPA requirements
• Strong knowledge of accounting standards along with federal and provincial employment standards
• Proficiency in Income tax legislation, research and compliance
• Proficiency in Financial reporting, Finance, Strategy and governance, Management accounting
• Proficient in Microsoft Office Software, and various tax preparation software/programs such as Profile, Taxprep
• Experience with CCH iFirm, Caseware/Caseview.
• Strong data entry skills with a high level of accuracy
• High level of professionalism and courtesy.
• Excellent verbal and written communication skills.
• Excellent organizational and time management skills combined with ability to multi-task effectively in a fast-paced, deadline-oriented environment.
• Demonstrated attention to detail
• Strong analytical skills
• Works well independently and as a supportive team player working with all departments.
• Subject to strict confidentiality and privacy rules to protect sensitive financial and personal information.

• Bachelor’s Degree in Accounting or Finance
• CPA designation