About the role

  • Manager in Assurance & Advisory Services at Baker Tilly collaborating with partners and teams in financial engagements. Supporting clients with tax planning and advisory services in a dynamic environment.

Responsibilities

  • Collaborate with Partners and the Assurance team to assist in planning, execution, and completion of a wide range of Review, Compilation, White Paper, and Tax engagements (T1, T2, T3, T4, T5)
  • Support, mentor, and train a team of professionals during field assignments while actively managing the engagement progress, which includes occasional preparation of files where additional assistance is required.
  • Proactive project management with strong communication of expectations to the team as well as and ongoing status updates with Partners and clients is important
  • Analyze financial information, accounting processes, and operations procedures
  • Review account reconciliations and adjusting entries
  • Review personal and corporate tax returns
  • Review of financial statements and related note disclosures using applicable financial reporting standards (primarily ASPE)
  • Consult with clients regarding various business and tax planning needs
  • Provide personal and attentive service to clients to encourage productive working relationships
  • Add value by identifying client service opportunities, including cross-team collaboration
  • Coach, mentor, and develop assigned coachees for high performance and professional growth
  • Share your technical or human skills with the broader Assurance 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

Requirements

  • Bachelor’s degree or diploma in accounting or equivalent field
  • CPA designation required
  • Minimum of 4+ years of total experience in Assurance within a professional services firm working with private enterprises of differently complexity levels
  • Demonstrated success providing top notch client service
  • Strong technical and analytical skills matched with problem-solving skills and professional judgement to help you find optimal 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
  • Strong project management and organizational skills that make your ability to multi-task and meet deadlines second to none
  • Self-motivation with an ability to work both independently and in a team environment
  • Excellent written and verbal communications skills
  • Experience with Caseware/Caseview, TaxPrep, Quickbooks Online, and Sage Accounting is an asset
  • Technological strength with MS Office 365, especially in Microsoft Excel
  • Knowledge of Investment Holding Companies considered an asset

Benefits

  • Competitive total rewards package, including salary and incentive program
  • Robust benefits plan (health, dental, life, dependent life, AD&D, STD, LTD, etc.)
  • RRSP matching
  • Generous paid time off package (vacation, personal, sick, firm holidays, etc.)
  • Health & Wellness Spending Accounts
  • Cell phone allowance
  • Complimentary on-site gym
  • Free, plentiful parking
  • Dress for your day, including casual
  • Growth-focused coaching, mentoring, feedback, and growth plan reviews
  • Learning and professional development opportunities as well as paid professional dues
  • Work-life integration (professional flexibility, working remotely opportunities, compressed work weeks, EFAP, etc.)
  • Fun at work year-round with firm-sponsored social events, yoga, lunch and learns, registered massage therapy visits, espresso happy hours, free snacks and meals, teambuilding events, therapy dog visit, off-site Staff Day, etc.

Job title

Private Enterprise Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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