Principal, Privately Held Business

CapServCo Limited Partnership

$120K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • University Degree in Business or related field; Chartered Professional Accountant (CA, CGA, or CMA) license required or in process.
  • 7-10 years of public accounting experience, with significant focus on privately held businesses.
  • 4 years of experience at senior manager level or above, including signing off compilation/review engagements.
  • Proven track record of growing a practice through relationship development and client service.
  • Strong leadership skills and ability to mentor and develop others.
  • Excellent communication skills with the ability to influence decision-makers.
  • Demonstrated business acumen and results-driven approach.

Responsibilities

  • Support the growth and development of the Calgary office's Assurance Practice.
  • Provide senior assurance leadership and deliver high-quality compliance and review services.
  • Act as a trusted advisor on risk, financial reporting, and emerging business issues.
  • Guide privately held business clients through growth and financial changes.
  • Build relationships with clients across various industries to strengthen operational performance.
  • Contribute to business development by understanding service offerings and client needs.
  • Develop and mentor high-performing, engaged teams through coaching and feedback.

Benefits

  • Collaborative, high-performing team environment.
  • Opportunities for professional growth and development through coaching.
  • Flexibility in a culture that emphasizes teamwork and support.
  • Focus on client-centered service and tailored advice.
Full Job Description
Strategic Impact: As a Principal, you will play an important role in championing the client experience, direction, and long-term success of our Private Company Practice, as an integral member of the broader Assurance leadership team in Alberta.

Client Service Experience: Your expertise will be instrumental in delivering a personalized client-focused approach to independent business groups and privately held companies, serving as a trusted advisor to business owners who value practical advice unique to their business needs. While assurance remain important, your focus can go beyond compilations. You will advise owners and decision-makers on strategy, tax planning and complex business challenges, helping them grow, adapt, and make confident, well-informed decisions.

One Business One Team Culture. You will join a collaborative, high-performing team and help create an environment where people can do their best work. As Principal, you will lead by example, coaching, mentoring, and supporting the development of others to reach their professional aspirations.

As a Principal at Doane Grant Thornton, you will be responsible for:
• Supporting the growth, leadership, and ongoing development of the Calgary office's Assurance Practice, with a focus on independently operated business groups within our Alberta Business Unit.
• Providing senior assurance leadership to clients, delivering high-quality, timely, and practical compliance, reviews and connecting with our Tax team on tax planning outcomes.
• Acting as a trusted advisor to clients, providing insight on risk, financial reporting, and emerging issues, while maintaining independence and strong technical standards.
• Advising privately held business clients on accounting matters and guiding them through business growth and changing financial conditions
• Strengthening the operational performance of the practice by building and maintaining relationships with clients across a range of industries
• Contributing to new business development through understanding Doane Grant Thornton, our service offerings, and capabilities - supporting our clients in working with the firm for all their anticipated needs.
• Actively support firm business development efforts, including working collaboratively with senior leadership, partners, and marketing professionals to identify and support new client relationships.
• Developing a high-performing and highly engaged team through mentoring and coaching managers and associates.
• Supporting the performance management process by conducting timely reviews, providing ongoing feedback, and training to develop team members.

Key Requirements

Education
• A University Degree (preferably business) and a formal Chartered Professional Accountant (CA, CGA or CMA) and public accounting license is required. (consideration will be given to having met the requirements to obtain the license upon application).

Experience and Attributes
• A minimum of 7 to 10 years' experience in public accounting within a Professional Services firm. Significant privately held business experience including 4 years at senior manager level or above, with experience signing off compilation and/or review engagements.
• Demonstrated experience growing a practice through excellent client service and development of relationships by actively anticipating client and market needs.
• Strong management and leadership skills with the ability to be an active participant in the development of the Assurance team.
• Excellent written and verbal communication skills, including exceptional interpersonal skills, to earn the trust and confidence of clients and colleagues at all levels and influence decision-makers.
• Develop solutions with clients and co-workers through collaborative effort and discussion.
• Innate business acumen skills with demonstrated agility and a drive for results.
• Desire to learn, grow and be an integral part of a team that puts "we before me", where flexibility is a mindset, and where you trust your colleagues to have your back.

Similar Jobs

More Jobs at CapServCo Limited Partnership

More Legal & Accounting Jobs

Find similar Principal, Privately Held Business jobs: