Manager, Financial Reporting & Insights

BDO Canada LLP; Kelowna; Hybrid; CAD 76,000 - 126,000; Full time

Benefits offered by this job

Performance-based pay

Benefits from day one

Wellness reimbursements

Job summary

BDO Canada LLP is seeking a Manager to join our Financial Reporting & Insights (FR&I) team in Kelowna, BC. This role focuses on overseeing financial reporting engagements, including compilations, financial statements, and tax compliance for private companies.

You will lead staff, manage timelines, review working papers, and maintain strong client relationships while delivering high-quality, compliant services. CPA designation and 2–3 years in public accounting are required.

Qualifications

• CPA designation required.
• Minimum 2-3 years of experience in a Manager role within public accounting, focused on compilations and tax compliance.
• Strong experience in compilation engagements and financial reporting for private enterprises.
• Experience preparing or reviewing corporate and personal tax returns is required.
• Proven ability to manage multiple priorities in a fast-paced, client-focused environment.
• Proficiency with Caseware, Sage, QuickBooks, and Excel; experience leveraging technology to streamline work is an asset.

Responsibilities

• Manage and oversee financial reporting and compilation engagements, ensuring timely, accurate, and high-quality deliverables.
• Review and prepare working paper files, financial statements, and corporate and personal tax returns, providing hands-on support where needed.
• Provide technical guidance and leadership to team members, ensuring files meet firm and professional standards.
• Manage project timelines, budgets, and staff assignments to meet client deadlines efficiently.
• Maintain strong, positive client relationships and identify opportunities to improve service delivery and client experience.
• Support the team’s continued adoption of digital tools and process enhancements to drive efficiency and quality in engagement execution.

Skills

Attention to detail

Leadership

Client management

Time management

Education

CPA designation

Tools

Caseware

Sage

QuickBooks

Excel

Job description

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity BDO Canada is seeking a Manager to join our Financial Reporting & Insights (FR&I) team. This group provides high-quality accounting and financial reporting services for privately held businesses, including compilations, financial statements, and corporate and personal tax compliance.

Key Responsibilities

• Manage and oversee financial reporting and compilation engagements, ensuring timely, accurate, and high-quality deliverables.
• Review and prepare working paper files, financial statements, and corporate and personal tax returns, providing hands‑on support where needed.
• Provide technical guidance and leadership to team members, ensuring files meet firm and professional standards.
• Manage project timelines, budgets, and staff assignments to meet client deadlines efficiently.
• Maintain strong, positive client relationships and identify opportunities to improve service delivery and client experience.
• Support the team’s continued adoption of digital tools and process enhancements to drive efficiency and quality in engagement execution.

How do we define success for your role? You demonstrate BDO's core values through all aspects of your work: Integrity, Respect & Collaboration. You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work. You identify, recommend, and are focused on effective service delivery to your clients. You share in an inclusive and engaging work environment that develops, retains, and attracts talent. You grow your expertise through learning and professional development. You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.

Your Experience and Education

• CPA designation required.
• Minimum 2-3 years of experience in a Manager role within public accounting, focused on compilations and tax compliance.
• Strong experience in compilation engagements and financial reporting for private enterprises.
• Experience preparing or reviewing corporate and personal tax returns is required.
• Proven ability to manage multiple priorities in a fast-paced, client-focused environment.
• Proficiency with Caseware, Sage, QuickBooks, and Excel; experience leveraging technology to streamline work is an asset.

Salary range: $76,000-$126,000

Why BDO?

Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. At BDO, our people experience is guided by three core pillars—Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together.

Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community. We foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose We encourage innovation and forward thinking, empowering you to embrace what’s next and help shape the future of our firm Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Benefits

• We pay for performance with competitive total cash compensation that recognizes and rewards your contribution.
• We provide comprehensive benefits from day one, and a flexible personal time off policy.
• We’re committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts: We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers. We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone. We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together. Our commitment extends to ensuring that our application process is both inclusive and accessible. If you require accommodation to complete the application process, please contact us.

Flexibility

All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct

Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public. BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel. More information on BDO Canada’s Privacy Policy can be found here: Privacy Policy | BDO Canada