Manager, Financial Reporting & Tax Compliance (Permanent)

Job Description

CoreFactor is searching for a Manager, Financial Reporting & Tax Compliance on a permanent/full-time basis for a client in the GTA.

This position is hybrid and will require the successful incumbent to go into the office four (4) times per week into the office in the east end of the GTA.

We are looking for a Manager, Financial Reporting & Tax Compliance to join our clients team—a role where your experience with private enterprise financial reporting, compilation and review engagements, and personal and corporate tax will drive meaningful outcomes for clients. There, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.

Our client is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, they combine the scale of a network with the trust of strong relationships. From review and compilation engagements to tax planning, tax compliance, consulting, and specialist advisory services, our client helps clients navigate complexity and seize opportunity with clarity.

Your role:

• 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, private enterprises, non-profit organizations, and charities,
  
• Manage engagement workflow from planning through completion, including deadlines, deliverables, team communications, client follow-up, and final file review in accordance with applicable professional standards,
  
• Manage project financials, including budgets, WIP, and timely billing,
  
• Support, mentor, and train a team of professionals on review and compilation engagement documentation, financial statement presentation, note disclosure, tax preparation, and firm methodology, while assisting with file preparation where additional support is required,
  
• Analyze financial information and year-end working papers for adherence to applicable accounting standards and financial reporting frameworks,
  
• Identify accounting, tax, and business advisory matters and provide practical recommendations to clients,
  
• Review personal, corporate, trust, and charitable organization tax returns, including related schedules, elections, and compliance filings.
  
• Compile and review financial statements and related note disclosures for private enterprises, owner-managed businesses, and not-for-profit organizations,
  
• Assist clients with year-end planning, tax estimates, remuneration planning, HST/GST matters, payroll-related questions, and other recurring compliance matters,
  
• 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 employees for high performance and 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.

Requirements

• 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,
  
• Proven leadership skills in a collaborative environment,
  
• Exceptional interpersonal, communication and client service skills,
  
• Proven track record of planning and completing effective and efficient review, compilation, and tax engagements on time and on budget,
  
• Strong technical knowledge of accounting standards for private enterprises, not-for-profit reporting considerations, compilation and review engagement standards, and personal and corporate tax compliance,
  
• Strong technical and analytical skills matched with problem-solving skills and professional judgement to help you find practical, client-focused solutions in an efficient manner,
  
• Curiosity and an eye for detail that allows you to view challenges from multiple perspectives and enhance clients’ knowledge along the way,
  
• A passion for learning and developing self and team members to the next level,
  
• Strong computer skills, including working knowledge of MS Office, CaseWare, TaxPrep, QuickBooks, and other common accounting and tax software.
  

Requirements
Must-haves: A design portfolio that demonstrates critical thinking skills, inventiveness and attention to detail needed to design complex workflows, data-rich views, and intuitive interactive experiences. 4+ years of experience designing SaaS applications, experiences, products, and services that balance user needs, business objectives, and technological constraints. Experience collaborating with Product Managers, Developers, QA and cross-functionally partnering with teams across the company on end-to-end product designs. Ability to actively lead product design efforts, encouraging collaboration and building consensus across teams to drive better outcomes and deliver superior experiences to end users. Dedication to user-centered design principles, with knowledge of the software development processes and web standards. Expert proficiency with Figma and FigJam specifically using internal Design Libraries/Systems/Patterns. A sharp eye and creativity to empower strong visual design (color theory, typography, layout, etc.). Experience with responsive design and accessibility standards, including an understanding of visual hierarchy. Creative thinker that is also very analytical and detail oriented making them capable of driving a concept from ideation to development and seeing it through to implementation. Excellent communication and presentation skills, including a demonstrated ability to articulate design strategies and their associated benefits and risks. Desire to understand our business (pensions, investments, and benefits) issues that give rise to our work. Nice-to-haves: Degree or certification in a design-related field (e.g., technology, graphic design, visual communications). Product design experience in the finance or investment industry, including modelling, data management, and reporting tools. Experience working in an agile environment, including the use of project management tools like Jira. Curiosity; always seeking and willing to learn and ask questions from others.