Accounting Manager

Confidential; Vernon; On-site; CAD 95,000 - 130,000; Full time

Job summary

Confidential is seeking an Accounting Manager to lead engagements, deliver accounting, tax, and advisory services for a diverse client base in the North Okanagan. You will mentor staff, manage engagements end-to-end, and foster strong client relationships while upholding confidentiality.

The ideal candidate brings a CPA designation, public practice experience, and exceptional communication skills to thrive in a people-first firm.

Qualifications

• 4+ years progressive work experience in public practice with diverse clients.
• Bachelor's Degree in Accounting or Finance.
• 2+ years of supervisory experience and leadership abilities.
• Strong GAAP/ASPE/ASNPO knowledge and accounting standards.
• Proficiency in income tax legislation, research and compliance.
• Experience with financial reporting, governance and management accounting.
• Proficient with MS Office and tax prep software; familiar with bookkeeping programs.

Responsibilities

• Lead multiple client engagements in planning, preparation and review of financial statements and T2 returns.
• Oversee project planning, execution, and timely completion with quality control.
• Build client relationships and identify opportunities for service expansion.
• Assist with planning and review of T1 personal returns and T3 trust/estate work.
• Prepare and review tax compliance, CDA's, Section 85 and tax planning.
• Review bookkeeping, GST, information slips and summaries; perform tax research.
• Provide training and feedback to staff after work reviews.
• Liaise with clients and communicate with taxation authorities as needed.

Skills

Leadership

Client relationship management

Communication skills

Attention to detail

Analytical skills

Time management

Multitasking

Professional discretion

Education

Bachelor's Degree in Accounting or Finance

Tools

Profile

Taxprep

Caseware/Caseview

CCH iFirm

Job description

Our client, a boutique accounting firm supporting a diverse group of clients across the North Okanagan, is seeking an Accounting Manager to join their growing team.

As a key member, the Accounting Manager will deliver accounting, tax, and advisory services to a diverse portfolio of small and medium-sized businesses and individuals. Reporting directly to the Partners, this role combines technical capability with client-facing leadership, managing engagements from planning through completion, mentoring staff, and building lasting client relationships. The successful candidate will bring a CPA designation, progressive public practice experience, and strong communication skills. This is a role for a collaborative team player who thrives on variety, takes pride in exceptional client service, and is looking to grow as a leader within a people-first firm.

THE ROLE

• Lead, manage and assist with multiple client engagements in the planning, preparation and review of financial statements and T2 corporate tax return reviews for corporate year-ends.
• Oversee the planning, execution, and completion of client projects, ensuring adherence to deadlines and quality standards.
• Build strong client relationships by proactively identifying opportunities to enhance client satisfaction including on-boarding.
• Assist with planning, preparation and review of T1 Personal Income Tax returns.
• Assist with the preparation and review of T3 trust and estate services.
• Assist with preparation of tax compliance work, CDA's, Section 85 and tax planning.
• Assist with review of bookkeeping, GST, information slips and summaries.
• Perform income and other tax research.
• Provide training and feedback to accounting and bookkeeping staff as necessary after review of work.
• Liaise, as needed with clients.
• Corresponding with taxation authorities on various matters, as necessary.
• Perform miscellaneous duties and ad hoc special projects, as requested.

QUALIFICATIONS

• 4+ years progressive work experience in a public practice firm working with various clients concurrently.
• Bachelor's Degree in Accounting or Finance.
• Proven leadership and team motivation abilities, supported by 2+ years of supervisory experience.
• Solid understanding of accounting principles (GAAP, ASPE, ASNPO.).
• Strong knowledge of accounting standards along with federal and provincial employment standards.
• Proficiency in Income tax legislation, research and compliance.
• Proficiency in Financial reporting, Finance, Strategy and governance, Management accounting.
• Proficient in Microsoft Office Software, and various tax preparation software/programs such as Profile, Taxprep and familiarity with bookkeeping software.
• Experience with CCH iFirm, Caseware/Caseview.
• Strong data entry skills with a high level of accuracy.
• High level of professionalism and courtesy.
• Excellent verbal and written communication skills.
• Excellent organizational and time management skills combined with ability to multi-task effectively in a fast-paced, deadline-oriented environment.
• Demonstrated attention to detail.
• Strong analytical skills.
• Works well independently and as a supportive team player working with all departments.
• Subject to strict confidentiality and privacy rules to protect sensitive financial and personal information.