Manager

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.

Specifically Accountable To

• 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

Qualifications

Educational Requirements

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