Manager, Financial Reporting & Tax Compliance (Permanent)

CoreFactor Inc.; Canada; On-site; CAD 90,000 - 120,000; Full time

Job summary

CoreFactor Inc. is seeking a Manager of Financial Reporting & Tax Compliance for a permanent, full‑time role in Canada. The position is hybrid and based in the GTA, with a focus on owner‑managed businesses, private enterprises, and not‑for‑profit organizations.

You will lead and mentor a team, manage engagements, and advise on tax planning and financial reporting matters. The ideal candidate brings CPA/CA designation and strong experience in review/ compilation engagements, tax compliance, and

Qualifications

• CPA or CA designation with 5+ years of public accounting experience.
• Strong experience serving owner‑ managed businesses and private enterprises, including review and compilation engagements and related corporate tax returns.
• Minimum of 2 years in a progressive management role with a CPA firm.
• Proven leadership, interpersonal, communication and client service skills.
• Strong knowledge of accounting standards for private enterprises, not‑for‑profit reporting, and tax compliance.
• Proven ability to plan and complete engagements on time and on budget.
• Proficiency with MS Office, CaseWare, TaxPrep, and QuickBooks.

Responsibilities

• 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 per professional standards.
• Manage project financials, including budgets, WIP, and timely billing.
• Support, mentor, and train a team on engagement documentation, financial statement presentation, note disclosure, tax preparation, and firm methodology.
• Analyze financial information and year-end working papers for adherence to accounting standards and reporting frameworks.
• Identify accounting, tax, and business advisory matters and provide practical client recommendations.
• Review personal, corporate, trust, and charitable tax returns and related filings.
• Compile and review financial statements and notes for private enterprises and not-for-profits.
• Assist clients with year-end planning, tax estimates, remuneration planning, HST/GST, payroll questions, and compliance matters.

Skills

Leadership

Interpersonal skills

Client service

Communication skills

Public accounting experience

MS Office

CaseWare

TaxPrep

QuickBooks

Education

CPA/CA designation

Tools

MS Office

CaseWare

TaxPrep

QuickBooks

Job description

Manager, Financial Reporting & Tax Compliance (Permanent)

Full time | CoreFactor Inc. | Canada

Posted On 08/17/2026

Job Information

Consulting

Number of Positions 1

City Peterborough South

State/Province Ontario

K9J

Job Description

CoreFactor is searching for a Manager, Financial Reporting & Tax Compliance on a permanent/full-time basis for a client in the GTA.

This position is hybrid and will require the successful incumbent to go into the office four (4) times per week into the office in the east end of the GTA.

We are looking for aManager, Financial Reporting & Tax Compliance to join our clients team—a role where your experience with private enterprise financial reporting, compilation and review engagements, and personal and corporate tax will drive meaningful outcomes for clients. There, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.

Our client is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, they combine the scale of a network with the trust of strong relationships. From review and compilation engagements to tax planning, tax compliance, consulting, and specialist advisory services, our client helps 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.

Requirements

• 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.