Tax and Accounting Manager

Full job description

About Us: We are a accounting firm based in Oshawa, ON, with over 45 years of experience. We specialize in providing tax, accounting, assurance, and consulting services to small and medium-sized businesses, individuals, and not-for-profit enterprises in the Durham region and across Ontario. As our firm continues to expand, we are seeking an experienced Manager to join our team. The successful candidate will play a key role in managing client relationships, reviewing tax and assurance work, supervising staff, and supporting the delivery of high-quality tax, accounting, assurance, and advisory services.

Job Requirements and Skills:

Chartered Professional Accountant (CPA) designation required, or near completion with significant public practice experience.

5+ years of experience in public practice, including supervisory, review, and client management experience.

Very strong experience preparing and reviewing Personal Tax (T1) returns across a wide range of profiles, including employment and self-employment income, rental properties, investments, capital gains, owner-managers, deceased or terminal returns, and other complex personal tax situations.

Strong working knowledge of Corporate Tax (T2), Trust Tax (T3), and related tax and regulatory filings, including T4, T5, T5018, HST, EHT, WSIB, and similar forms.

Experience managing audit and review engagements from planning through completion, including file documentation, staff supervision, financial statement review, and partner wrap-up.

Strong knowledge of CSRS 4200 compilation engagements, CSRE 2400 review engagements, Canadian Auditing Standards (CAS), Accounting Standards for Private Enterprises (ASPE), and accounting standards for not-for-profit organizations (ASNPO), as applicable.

Proficiency with accounting, tax, and assurance software such as Caseware, Cantax, QuickBooks, and Sage 50 (Simply Accounting). Experience with other accounting and tax software is also considered an asset.

Proficient in Microsoft Word and Excel.

Strong analytical, problem-solving, technical research, and professional judgment skills.

Exceptional verbal and written communication skills, with the ability to explain tax and accounting matters clearly to clients and staff.

Proven leadership abilities, including the ability to coach, train, and review the work of junior and senior staff.

High level of integrity, professionalism, attention to detail, and organizational ability.

Ability to manage multiple deadlines, budgets, and priorities, particularly during tax season and engagement deadlines.

Ability to work independently with minimal supervision, as well as collaboratively with partners and team members.

Ability to work from the Oshawa office and attend client sites as required.

Responsibilities:

Manage personal tax season workflow, including preparation, detailed review, and quality control of T1 returns.

Review and, where required, prepare T2, T3, T4, T5, T5018, HST, EHT, WSIB, and other tax or regulatory filings.

Manage audit and review engagements for private enterprises and not-for-profit clients, including planning, fieldwork supervision, issue resolution, file review, financial statement review, and completion of engagement documentation.

Lead and review CSRS 4200 compilation engagements (Notice to Reader) for small to large private entities.

Identify, analyze, and resolve accounting, assurance, and tax issues, and raise significant technical matters with partners on a timely basis.

Apply working knowledge of ASPE, ASNPO, CAS, CSRE 2400, CSRS 4200, and applicable tax legislation.

Act as a primary point of contact for assigned clients, respond to client questions in a timely and professional manner, and develop strong relationships with client management.

Supervise, train, and mentor staff and senior accountants; review work, provide feedback, and support team development.

Manage engagement budgets, deadlines, scheduling, and workflow to ensure high-quality work is delivered on time.

Set up files for new clients, assist newly incorporated businesses, and provide accounting software support to clients where required.

Identify opportunities for tax planning, advisory services, and process improvements for both clients and the firm.

Contribute to the development of new ideas and approaches to improve firm processes, quality control, and client service.

Perform ad hoc tasks and support partners with practice management matters as assigned.

Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, temporary positions and remote jobs for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs.
As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.Our ServicesW3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.We specialize in placing permanent, direct, contract, temporary positions and remote jobs for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.Our ExpertiseW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs.As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.