Manager, Private Enterprise Services

Be part of something bigger. Build with us today - Now, for tomorrow.

At Baker Tilly, we care about the impact you make. That's why we're invested in your growth from day one - because the steps you take today define your tomorrow.

We are looking for a Manager, Private Enterprise Services to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you'll collaborate with a dynamic team of professionals, united by a shared commitment to making a different for our clients, our communities, and one another.

Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

Your role:

• Collaborate with Partners and the client service team to plan, execute, and complete a wide range of review engagements, compilation engagements, and tax engagements for owner-managed businesses, private enterprises, non-profit organizations, and charities,
• Manage engagement workflow from planning through completion, including deadlines, deliverables, team communications, client follow-up, and final file review in accordance with applicable professional standards,
• Manage project financials, including budgets, WIP, and timely billing,
• Support, mentor, and train a team of professionals on review and compilation engagement documentation, financial statement presentation, note disclosure, tax preparation, and firm methodology, while assisting with file preparation where additional support is required,
• Analyze financial information and year-end working papers for adherence to applicable accounting standards and financial reporting frameworks,
• Identify accounting, tax, and business advisory matters and provide practical recommendations to clients,
• Review personal, corporate, trust, and charitable organization tax returns, including related schedules, elections, and compliance filings.
• Compile and review financial statements and related note disclosures for private enterprises, owner-managed businesses, and not-for-profit organizations,
• Assist clients with year-end planning, tax estimates, remuneration planning, HST/GST matters, payroll-related questions, and other recurring compliance matters,
• Provide personal and attentive service to clients to encourage productive working relationships,
• Add value by identifying client service opportunities, including cross-team collaboration with tax, advisory, bookkeeping, and specialty service teams,
• Coach, mentor, and develop assigned employees for high performance and professional growth,
• Share your technical or human skills with the broader 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,
• Generate new business opportunities by promoting the firm's expertise and services, as well as developing ideas and solutions.

What you bring to the table:

• Professional accounting designation (CPA, CA) with at least 5 years' public accounting experience,
• Strong experience serving owner-managed businesses and private enterprises, including review engagements, compilation engagements, and related corporate tax returns,
• Minimum of 2 years in a progressive management role with a CPA firm,
• Proven leadership skills in a collaborative environment,
• Exceptional interpersonal, communication and client service skills,
• Proven track record of planning and completing effective and efficient review, compilation, and tax engagements on time and on budget,
• Strong technical knowledge of accounting standards for private enterprises, not-for-profit reporting considerations, compilation and review engagement standards, and personal and corporate tax compliance,
• Strong technical and analytical skills matched with problem-solving skills and professional judgement to help you find practical, client-focused 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,
• A passion for learning and developing self and team members to the next level,
• Strong computer skills, including working knowledge of MS Office, CaseWare, TaxPrep, QuickBooks, and other common accounting and tax software.

What's in it for you?

• Competitive salary
  
• Generous paid time off program, including banked lieu-time (say hello to summer Fridays off)
• Comprehensive employer-paid health and dental benefits effective from day one
• Family-friendly benefits and support programs, including parental leave top-up program
• Enhanced mental health and wellness resources
• Wellness reimbursement program
• Employer-matched RRSP program
• Employee recognition and referral programs
• A collaborative leadership team invested in your success
• Meaningful and rewarding work with opportunities to make an impact
• Ongoing learning, training, and professional development support
• Team-building and employee engagement initiatives throughout the year
• A professional, inclusive, and positive workplace culture

Where you'll work: Peterborough, ON

Job Type:Permanent, Full-time

Salary range:
$91,000 - $115,000 per annum

Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks.

When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future.

If you're ready to make an impact, we're ready to meet you.

Posting Status: Existing Vacancy

Baker Tilly is an equal opportunity employer dedicated to fostering, supporting, and celebrating a diverse workplace. Upon request, we will accommodate accessibility needs throughout the recruitment and selection process and for our staff. Please let us know during the application process.

Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.

#PeopleFirst