Accounting & Tax Manager

Distinct | North America; St. Marys; Hybrid; CAD 110,000 - 135,000; Full time

Benefits offered by this job

Hybrid working

Flexible scheduling

Direct client ownership

Job summary

Distinct | North America in St. Marys, ON is seeking an Accounting & Tax Manager to lead a portfolio of owner-managed businesses with broad opportunities in accounting, tax, planning and advisory.

You will mentor staff, oversee compilation and tax work, and work directly with Partners to drive client outcomes and firm growth.

Qualifications

• CPA designation required.
• 6+ years of Canadian CPA firm/public accounting experience.
• Manager-level experience or equivalent.
• Strong compilation and year-end accounting experience.
• Broad corporate and personal tax knowledge.
• Trust and partnership tax exposure beneficial.
• Tax planning experience.
• Experience mentoring and developing junior accountants.
• Strong client relationship skills.

Responsibilities

• Manage a portfolio of privately owned and owner-managed business clients.
• Oversee compilation engagements from start to finish.
• Review financial statements and year-end working papers.
• Review T2 corporate tax returns and T1 personal tax returns.
• Review trust and partnership tax work.
• Identify tax planning opportunities.
• Work directly with clients on accounting and tax matters.
• Advise business owners around financial reporting and decisions.
• Support clients with financing and longer-term planning.
• Coach and develop team members and review staff work.
• Manage workflow and deadlines across portfolio.
• Build long-term relationships with clients.

Skills

CPA designation

Client relationship skills

Staff mentoring

Staff supervision

Reviewing staff work

Education

CPA designation

Tools

CaseWare

QuickBooks

Job description

Accounting & Tax Manager | $110,000–$135,000 | St. Marys, ON (Hybrid)

The interesting thing about becoming a Manager is that the best part of the job usually isn't managing, it's being trusted.

Trusted by clients to answer the question before they make the decision. Trusted by junior staff when a file gets complicated. And trusted by the Partners to look after relationships they've spent years building.

That's much closer to what this opportunity is about.

You'll join an established independent CPA firm in St. Marys, taking ownership of a portfolio of owner-managed businesses and individuals across accounting, tax, planning and business advisory.

It's deliberately broad. One client might need help with a corporate tax issue, another with financing, another with succession or retirement planning, and another simply needs somebody who understands their business well enough to spot the problem before they do.

Why this role stands out:

• $110,000–$135,000 salary
• Hybrid working
• Flexible, family-friendly scheduling
• Established independent CPA firm
• Broad accounting, tax and advisory role
• Owner-managed business portfolio
• Direct client ownership
• Compilation and financial reporting work
• Corporate, personal, trust and partnership tax
• Tax planning exposure
• Opportunity to mentor and manage staff
• Direct access to the Partners
• Less hierarchy and more influence
• Opportunity to play a meaningful role in the future of the practice
• Potential pathway toward partnership for the right person

What you'll be doing:

• Manage a portfolio of privately owned and owner-managed business clients
• Oversee compilation engagements from start to completion
• Review financial statements and year-end working papers
• Review T2 corporate tax returns
• Review T1 personal tax returns
• Review trust and partnership tax work
• Identify tax planning opportunities
• Work directly with clients on accounting and tax matters
• Advise business owners around financial reporting and business decisions
• Support clients with financing, business changes and longer-term planning
• Review work prepared by junior and intermediate staff
• Coach and develop team members
• Manage workflow and deadlines across your portfolio
• Resolve more complex accounting and tax issues
• Build long-term relationships with clients
• Work closely with the Partners on more complex files and advisory matters
• Contribute to the continued development of the practice

What they're looking for:

• CPA designation
• 6+ years of Canadian CPA firm/public accounting experience
• Manager-level experience or someone already operating at that level
• Strong compilation and year-end accounting experience
• Broad corporate and personal tax knowledge
• Trust and partnership tax exposure beneficial
• Tax planning experience
• Strong owner-managed business experience
• Comfortable reviewing staff work
• Experience mentoring and developing junior accountants
• Strong client relationship skills
Able to take ownership of files rather than simply prepare them
• CaseWare and Canadian tax software experience
• QuickBooks experience useful
• Previous Canadian CPA firm/public accounting experience required

We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, and even if this role isn't the right fit, there may be another one that is.