Accounting & Tax Manager

Job summary

Manage a portfolio of owner-managed businesses, overseeing compilation engagements and reviewing corporate, personal, trust, and partnership tax returns. Provide strategic business advisory and tax planning while mentoring junior staff and building long-term client relationships.

Job details

Accounting & Tax Manager | $110,000–$135,000 | St. Marys, ON (Hybrid) The interesting thing about becoming a Manager is that the best part of the job usually isn’t managing, it’s being trusted. Trusted by clients to answer the question before they make the decision. Trusted by junior staff when a file gets complicated. And trusted by the Partners to look after relationships they’ve spent years building. That’s much closer to what this opportunity is about. You’ll join an established independent CPA firm in St. Marys, taking ownership of a portfolio of owner-managed businesses and individuals across accounting, tax, planning and business advisory. It’s deliberately broad. One client might need help with a corporate tax issue, another with financing, another with succession or retirement planning, and another simply needs somebody who understands their business well enough to spot the problem before they do. Why this role stands out: $110,000–$135,000 salary Hybrid working Flexible, family-friendly scheduling Established independent CPA firm Broad accounting, tax and advisory role Owner-managed business portfolio Direct client ownership Compilation and financial reporting work Corporate, personal, trust and partnership tax Tax planning exposure Opportunity to mentor and manage staff Direct access to the Partners Less hierarchy and more influence Opportunity to play a meaningful role in the future of the practice Potential pathway toward partnership for the right person What you’ll be doing: Manage a portfolio of privately owned and owner-managed business clients Oversee compilation engagements from start to completion Review financial statements and year-end working papers Review T2 corporate tax returns Review T1 personal tax returns Review trust and partnership tax work Identify tax planning opportunities Work directly with clients on accounting and tax matters Advise business owners around financial reporting and business decisions Support clients with financing, business changes and longer-term planning Review work prepared by junior and intermediate staff Coach and develop team members Manage workflow and deadlines across your portfolio Resolve more complex accounting and tax issues Build long-term relationships with clients Work closely with the Partners on more complex files and advisory matters Contribute to the continued development of the practice What they’re looking for: CPA designation 6+ years of Canadian CPA firm/public accounting experience Manager-level experience or someone already operating at that level Strong compilation and year-end accounting experience Broad corporate and personal tax knowledge Trust and partnership tax exposure beneficial Tax planning experience Strong owner-managed business experience Comfortable reviewing staff work Experience mentoring and developing junior accountants Strong client relationship skills Able to take ownership of files rather than simply prepare them CaseWare and Canadian tax software experience QuickBooks experience useful Previous Canadian CPA firm/public accounting experience required If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re only browsing the job boards and haven’t updated your resume yet, that’s not a problem. You can call me on 647 503 2624 or email jamieegglenton@distinctrecruitment.com. Alternatively, search for Jamie Egglenton at Distinct North America on LinkedIn and send me a message. If you’re unsure about applying because you don’t meet every requirement, I’d still encourage you to get in touch. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, and even if this role isn’t the right fit, there may be another one that is.

What you’ll do

Manage a portfolio of owner-managed businesses, overseeing compilation engagements and reviewing corporate, personal, trust, and partnership tax returns. Provide strategic business advisory and tax planning while mentoring junior staff and building long-term client relationships.

Requirements

Requires a CPA designation and at least 6 years of Canadian public accounting experience, specifically with owner-managed businesses. Candidates must be proficient in CaseWare and Canadian tax software, with a strong ability to review staff work and manage client files.

Benefits

• Hybrid working • Flexible, family-friendly scheduling • Potential pathway toward partnership

Listed skills

• Financial Reporting · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• CPA Designation
• Compilation Engagements
• Financial Reporting
• Corporate Tax
• Personal Tax
• Trust and Partnership Tax
• Tax Planning
• Business Advisory
• Client Relationship Management
• Staff Mentoring
• CaseWare
• QuickBooks
• Canadian Tax Software
• Workflow Management
• Financial Statement Review
• Year-end Working Papers

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership