Partner, Private Enterprise - Permanent

LRO Staffing; Ottawa; On-site; CAD 180,000 - 260,000; Full time

Job summary

LRO Staffing represents a premier public accounting firm seeking a Partner to lead the Private Enterprise practice in Ontario. The role focuses on Canadian private enterprise compilation, review, and tax work, with assets in U.S.-connected clients and cross-border tax know-how.

This permanent, full-time Partner-track position requires CPA designation, 15+ years of progressive public accounting experience, and a proven ability to own client relationships, drive firm growth, and develop staff and

Qualifications

• CPA designation (required).
• 15+ years of progressive public accounting experience, with leadership in Private Enterprise/owner-managed business.
• Proven track record owning key client relationships and advising owners/managers.
• Experience leading a practice group: workflow, capacity, WIP, realization management.
• Strong ability to lead, mentor, and develop managers and staff; hiring and performance management.
• Proficiency with tax preparation and practice management software (TaxCycle, CaseWare, Sage, QuickBooks) and US tax software.
• Familiarity with Canada–US tax treaty positions and cross-border planning is a strong asset.

Responsibilities

• Own key private enterprise client relationships and act as trusted advisor.
• Lead the Private Enterprise practice and set service standards.
• Review and approve significant deliverables and ensure CPA/CRA compliance.
• Mentor managers and staff; lead hiring and performance reviews.
• Generate new business and expand client relationships; contribute to firm strategy.

Skills

Leadership

Client relationship management

Business development

Mentoring

Tax advisory

Cross-border tax

Strategic planning

Communication

Education

CPA designation (CPA)

Tools

TaxCycle

CaseWare

Sage

QuickBooks

US tax software

Job description

Partner, Private Enterprise - Permanent - 19366

About the Opportunity

Our client is a full-service public accounting firm and a proud member of one of the world’s top 15 accounting networks, with member firms in over 115 countries. The firm serves privately held businesses, entrepreneurs, high-net-worth individuals, and professional service firms across Canada and beyond, offering Bookkeeping & Payroll, Personal and Corporate Tax, Public Audit, Assurance, Government Incentives, and Advisory/Consulting services. They are currently seeking a Partner to lead their Private Enterprise practice. This is a senior leadership role for an experienced public accounting professional ready to own key client relationships, drive the strategic direction of the practice, and contribute to firm-wide growth and profitability. This position is primarily focused on Canadian private enterprise compilation, review, and tax work; experience with U.S.-connected clients, a U.S. CPA designation, and U.S. tax compliance knowledge is considered a strong asset.

Duties include but are not limited to:

Client Relationship & Advisory

• Own key private enterprise client relationships
• Act as a trusted business advisor to owners and management
• Identify opportunities for tax, accounting, advisory, valuation, financing, succession, and other services
• Participate in client planning and regular relationship reviews

Practice Leadership

• Lead the Private Enterprise practice
• Establish service standards, workflows, and quality expectations
• Monitor capacity, deadlines, WIP, and realization
• Help determine appropriate pricing and engagement structures

Technical & Quality Oversight

• Review and approve significant financial statements, tax returns, and other deliverables
• Ensure compliance with CPA standards, CRA requirements, and firm policies
• Provide technical guidance to managers and staff
• Escalate complex accounting or tax matters where appropriate

People & Development

• Lead and mentor managers, senior accountants, and junior staff
• Participate in hiring and performance management
• Develop succession within the Private Enterprise group
• Ensure appropriate delegation and review processes

Business Development & Firm Contribution

• Generate new business and expand existing client relationships
• Develop referral relationships with lawyers, financial advisors, bankers, and other professionals
• Participate in networking and firm marketing initiatives
• Contribute to firm strategy, culture, and profitability

About You

• Canadian Chartered Professional Accountant (CPA) designation (required)
• 15+ years of progressive public accounting experience, with significant leadership within the Private Enterprise / owner-managed business sector
• Proven track record owning key client relationships and acting as a trusted advisor to owner-managers and high-net-worth individuals
• Demonstrated experience leading a practice group, including workflow, capacity, WIP, and realization management
• Strong technical expertise reviewing and approving compilation engagements, financial statements, and corporate/personal tax filings
• Demonstrated success in business development, referral network building, and expanding client relationships
• Proven ability to lead, mentor, and develop managers and staff, with experience in hiring and performance management
• Proficiency with tax preparation and practice management software (e.g., TaxCycle, CaseWare, Sage, QuickBooks) and comparable Canadian and US tax software
• U.S. Certified Public Accountant (CPA) designation is a strong asset
• Hands-on experience with U.S. personal income tax compliance (Form 1040, 1040NR, FBAR/FinCEN 114, Form 8938, Form 3520, etc.) is a strong asset
• Familiarity with Canada-U.S. tax treaty positions, departure tax, and cross-border estate planning considerations is a strong asset

About the Job

This is a permanent, full-time Partner-track position based in Markham, Ontario. Candidates must be eligible to work in Canada and be able to work from the office 3-5 days per week (most days during busy season).

Compensation range to be confirmed - commensurate with book of business, partnership terms, and experience.

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