Manager, Private Enterprise Services

Baker Tilly Canada; Peterborough; On-site; CAD 91,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Paid time off

RRSP match

Professional development

Job summary

Baker Tilly Canada in Peterborough, ON is seeking a Manager, Private Enterprise Services to lead review engagements, compilations, and tax engagements for owner‑managed businesses and private enterprises.

You will manage engagement workflow, mentor a team, and collaborate across tax, advisory, and bookkeeping services to deliver high‑quality client service while upholding firm standards and timelines. This role offers growth and a supportive culture.

Qualifications

• Professional accounting designation (CPA, CA) with at least 5 years’ public accounting experience.
• Experience serving owner-managed businesses and private enterprises (review/compilation engagements).
• Minimum of 2 years in a progressive management role within a CPA firm.
• Proven leadership, mentoring, and client service skills.

Responsibilities

• Plan, execute, and complete review, compilation, and tax engagements for owner-owned businesses.
• Manage engagement workflow from planning through completion, including timelines and billing.
• Review working papers to ensure documentation, conclusions, and tax filings meet standards.
• Lead and mentor a team of professionals on engagements and firm methodology.
• Identify accounting and tax advisory matters and provide practical client recommendations.
• Develop cross-team opportunities with tax, advisory, and bookkeeping teams.

Skills

CPA designation

Public accounting

Leadership

Mentoring staff

Communication

Client service

Education

CPA designation (CPA, CA)

Tools

CaseWare

TaxPrep

QuickBooks

Job description

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 and private enterprises,
  
• Manage engagement workflow from planning through completion, including monitoring timelines, assigning resources, tracking deliverables, following up with clients, and proactively communicating with Partners, staff, and clients,
• Perform detailed reviews of working paper files to ensure engagement documentation, conclusions, financial statements, tax filings, and client deliverables are complete, accurate, and aligned with professional standards and firm quality expectations,
• Manage project financials, including budgets, WIP, and timely billing,
• Strong organizational and time management skills, with the ability to manage multiple client engagements, competing priorities, and shifting deadlines in a fast-paced public accounting environment,
• Support, mentor, and train a team of professionals on review and compilation engagements, financial statement presentation, note disclosure, tax preparation, and firm methodology,
  
• Identify accounting, tax, and business advisory matters and provide practical recommendations to clients,
• Review personal, corporate, and trust, including related schedules, and compliance filings.
  
• Assist clients with year-end planning, tax estimates, remuneration planning, HST/GST matters, payroll-related questions, and other recurring compliance matters,
• Comfortable leveraging technology, firm systems, and process improvements to enhance engagement efficiency, collaboration, and client service,
• 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 team members by providing timely feedback, supporting performance goals, and identifying opportunities for 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,
• Demonstrated ability to mentor staff, support professional development, and build effective, high-performing teams,
• 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, 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 - $130,000 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.

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