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.
What you bring to the table:
- 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.
What's in it for you?
- Competitive salary
- Generous paid time off program, including banked lieu-time (say hello to summer Fridays off)
- Comprehensive employer-paid health and dental benefits effective from day one
- Family-friendly benefits and support programs, including parental leave top-up program
- Enhanced mental health and wellness resources
- Wellness reimbursement program
- Employer-matched RRSP program
- Employee recognition and referral programs
- A collaborative leadership team invested in your success
- Meaningful and rewarding work with opportunities to make an impact
- Ongoing learning, training, and professional development support
- Team-building and employee engagement initiatives throughout the year
- A professional, inclusive, and positive workplace culture
Where you'll work: Peterborough, ON
Job Type:
Permanent, Full-time
Salary range:
$91,000 - $115,000 per annum
Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks.
Posting Status: Existing Vacancy
