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
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.
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