Accounting Manager

Job summary

Lead and manage client engagements involving the preparation and review of financial statements and corporate tax returns. Provide advisory services, mentor accounting staff, and maintain strong relationships with small to medium-sized business clients.

Job details

Our client, a boutique accounting firm supporting a diverse group of clients across the North Okanagan, is seeking an Accounting Manager to join their growing team. As a key member, the Accounting Manager will deliver accounting, tax, and advisory services to a diverse portfolio of small and medium-sized businesses and individuals. Reporting directly to the Partners, this role combines technical capability with client-facing leadership, managing engagements from planning through completion, mentoring staff, and building lasting client relationships. The successful candidate will bring a CPA designation, progressive public practice experience, and strong communication skills. This is a role for a collaborative team player who thrives on variety, takes pride in exceptional client service, and is looking to grow as a leader within a people-first firm. THE ROLE 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 and review of T1 Personal Income Tax returns. Assist with the preparation and review of T3 trust and estate services. Assist with preparation of tax compliance work, CDA’s, Section 85 and 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 4+ years progressive work experience in a public practice firm working with various clients concurrently. Proven leadership and team motivation abilities, supported by 2+ years of supervisory experience. Solid understanding of accounting principles (GAAP, ASPE, ASNPO.). Strong knowledge of accounting standards along with federal and provincial employment standards. Bachelor’s Degree in Accounting or Finance. 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 and familiarity with bookkeeping software. 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.

What you’ll do

Lead and manage client engagements involving the preparation and review of financial statements and corporate tax returns. Provide advisory services, mentor accounting staff, and maintain strong relationships with small to medium-sized business clients.

Requirements

Requires a CPA designation, a Bachelor's degree in Accounting or Finance, and over 4 years of progressive public practice experience. Must have at least 2 years of supervisory experience and proficiency in tax software like Profile and Taxprep.

Listed skills

• Management Accounting · Preferred
• Financial Reporting · Preferred
• Leadership · Preferred
• Compliance · Preferred
• Project management · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Statement Preparation
• Corporate Tax Returns
• Personal Income Tax
• Tax Planning
• Client Relationship Management
• Staff Mentoring
• GAAP
• ASPE
• ASNPO
• Financial Reporting
• Management Accounting
• Tax Research
• Project Management
• Bookkeeping Review
• Compliance
• Leadership

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting