Salary Mid-Point: $150,000
Location: Oakville ON
Job Type: Permanent
Client Relationship Management
- Manage a portfolio of owner-managed clients across diverse industries
- Lead client meetings, presenting key financial insights and recommendations
- Build trusted relationships through clear communication and responsive service
- Lead the planning and execution of compilation, review, and audit engagements under ASPE
- Oversee the preparation and review of financial statements and working paper files
- Ensure engagement timelines, budgets, and quality standards are met across all client files
- Apply professional judgment to resolve accounting issues and ensure compliance with standards
- Guide clients through year-end processes and financial reporting requirements
- Identify opportunities for personal and corporate tax planning or restructuring
- Review tax filings for accuracy and completeness; ensure deadlines and compliance requirements are met
- Maintain a general understanding of tax implications as they relate to financial reporting, transactions, and estate planning
- Detailed knowledge and experience with corporate and/or personal tax engagements is an asset
- Supervise and mentor junior and intermediate team members across engagements
- Allocate work, review deliverables, and provide ongoing coaching and feedback
- Monitor engagement progress, manage WIP, and contribute to billing and collections processes
- Support operational planning and internal process improvements
- CPA designation (Public Accounting License is an asset)
- 8+ years of experience in public practice, ideally with a focus on small to mid-sized businesses
- Strong technical knowledge of ASPE and assurance standards
- Working knowledge of personal and corporate tax; ability to recognize tax planning opportunities
- Proven experience managing staff and engagements from planning through completion
- Proficiency with Caseware, Taxprep, and cloud-based accounting tools is considered an asset
- Excellent communication, organization, and interpersonal skills
If you're interested in this opportunity and would to explore it further, please send your updated resume in MS Word format to David Yan at davidy@ifgpr.com.
To view other opportunities visit www.ifg-global.com.