Senior Manager

Robertson & Company Ltd.; Hamilton; On-site; CAD 130,000 - 150,000; Full time

Job summary

Robertson & Company Ltd. in Hamilton, Ontario seeks a Senior Manager to lead complex audit, review, and assurance engagements and advise diverse clients. This hands-on role collaborates with Partners and staff, driving quality, growth, and client service in a well-established practice.

You will guide engagement budgets, staffing, and timelines while mentoring teams and contributing to business development and firm initiatives. CPA required with 8–10 years in public accounting.

Qualifications

• CPA designation required.
• 8–10 years of public accounting experience, including at least 4 years in a managerial or leadership role.
• Comprehensive and in-depth knowledge of ASPE, ASNPO, CAS, and Canadian income tax legislation (ITA).
• Strong experience leading audit, review, and compilation engagements.
• Proficiency with CaseWare/CaseView, TaxPrep, and QuickBooks.
• Strong Microsoft Office skills, including Word, Excel, PowerPoint, SharePoint, Visio, and Power BI.
• Excellent written and verbal communication skills, including presentations and professional correspondence.
• Strong organizational skills and attention to detail; ability to manage multiple engagements and deadlines.

Responsibilities

• Lead and oversee complex audit, review, and compilation engagements.
• Review financial statements, working papers, and engagement deliverables for accuracy and quality.
• Manage complex accounting matters, including revenue recognition, financial instruments, business combinations, amalgamations, and purchase price accounting.
• Maintain high-quality file reviews and final deliverables across multiple engagements.
• Prepare and review corporate and personal tax returns.
• Assist with practice inspections, quality control assessments, and reviews of assurance and compilation files.
• Participate in risk management and quality control processes.
• Lead, coach, and mentor Managers, Seniors, and Junior staff; provide feedback and evaluations.

Skills

Leadership

Client relationship management

Communication (verbal & written)

Strategy & advisory services

Team coaching & mentoring

Education

CPA designation

LPA designation preferred

Bachelor's degree in Accounting

Tools

CaseWare/CaseView

TaxPrep

QuickBooks

Power BI

Excel

Job description

About the Job

Our client is seeking a highly motivated and experienced Senior Manager to join their growing public accounting practice in Hamilton, Ontario. This is an existing vacancy and an opportunity to take on a senior leadership role overseeing complex audit, review, compilation, accounting, and tax engagements while providing strategic advisory services to a diverse client base.

The firm has more than 40 years of experience, 10 active Partners, and a team of 70+ professionals, providing accounting, advisory, audit and assurance, tax, business purchase and sale, valuations, and litigation support services.

This role is ideal for a CPA who enjoys a hands-on, collaborative environment and is looking for meaningful opportunities to grow within an established and expanding firm. The successful candidate will be proactive, open-minded, comfortable asking questions, and willing to get involved directly in engagements while working closely with Partners, clients, and the broader team.

What You’ll Accomplish in This Role

Audit, Accounting & Assurance Leadership

• Lead and oversee complex audit, review, and compilation engagements in accordance with CAS, ASPE, and ASNPO
• Review financial statements, working papers, and engagement deliverables to ensure technical accuracy and quality
• Manage complex accounting matters, including revenue recognition, financial instruments, business combinations, amalgamations, and purchase price accounting
• Maintain high-quality file reviews and final deliverables across multiple engagements
• Prepare and review corporate and personal tax returns
• Assist with practice inspections, quality control assessments, and reviews of assurance and compilation files
• Participate in risk management and quality control processes

Engagement & Client Management

• Manage engagement budgets, timelines, staffing, and resources to ensure deadlines are achieved
• Schedule and coordinate staffing requirements across multiple engagements
• Monitor engagement profitability and identify opportunities to address overruns and additional billing
• Build and maintain strong, long-term client relationships
• Identify opportunities to expand existing client relationships and provide value-added services
• Communicate professionally with clients, industry professionals, and government agencies
• Contribute to the preparation of high-quality proposals for prospective clients

Business Development & Firm Growth

• Identify and pursue opportunities to expand the firm's client base and existing client relationships
• Contribute to marketing, networking, and business development initiatives
• Build a strong professional network within the local business community
• Represent the firm professionally at industry and community events
• Support firm initiatives, process improvements, and best practices
• Contribute to the continued growth and development of the public accounting practice

Team Leadership & Development

• Lead, coach, and mentor Managers, Seniors, and Junior staff
• Review work and provide constructive feedback and performance evaluations
• Support recruitment, onboarding, and ongoing staff development initiatives
• Foster a collaborative and high-performance team environment
• Participate in the creation and delivery of internal accounting and assurance training programs
• Participate in and lead weekly management meetings on a rotating basis
• Support the development of team members through knowledge sharing, coaching, and hands‑on guidance

Quality & Process Improvement

• Support quality control processes and practice inspection activities
• Assess engagement quality and identify opportunities for improvement
• Help ensure compliance with professional standards and firm policies
• Support continuous improvement of engagement processes and best practices
• Contribute to maintaining consistently high-quality client deliverables

What You’ll Bring to the Table

• Bachelor's degree in Accounting or a related field, or equivalent education and experience
• CPA designation required
• Completion of, or ability to complete, the Licensed Public Accountant (LPA) designation preferred
• 8–10 years of public accounting experience, including at least 4 years in a managerial or leadership role
• Comprehensive and in-depth knowledge of ASPE, ASNPO, CAS, and Canadian income tax legislation (ITA)
• Strong experience leading audit, review, and compilation engagements
• Strong understanding of complex accounting and financial reporting matters
• Experience preparing and reviewing corporate and personal tax returns
• Experience with practice inspections, quality control, or assurance file reviews is an asset
• Proficiency with CaseWare/CaseView, TaxPrep, and QuickBooks
• Strong Microsoft Office skills, including Word, Excel, PowerPoint, SharePoint, Visio, and Power BI
• Excellent written and verbal communication skills, including presentations and professional correspondence
• Strong organizational skills and attention to detail
• Ability to manage multiple complex engagements, priorities, and deadlines
• Strong client relationship and business development skills
• Demonstrated leadership, coaching, and mentoring experience
• A proactive, open-minded, and collaborative mindset

Why This Opportunity

• Join an established public accounting firm with 40+ years of history
• Work alongside 10 Partners and a team of 70+ professionals
• Strong opportunities for career growth and advancement
• Opportunity to work directly with a diverse portfolio of privately owned businesses and organizations
• Increased exposure to complex accounting, assurance, tax, and advisory matters
• Opportunity to contribute to business development and firm growth
• Collaborative and team-oriented company culture
• Hands‑on leadership role with meaningful influence across the practice
• Opportunity to work closely with Partners and senior leadership

Compensation & Details

• Base Salary: CAD $130,000 – $150,000 annually, dependent on experience
• Location: Hamilton, Ontario
• Work Model: Fully onsite – 5 days per week
• Industry: Public Accounting
• Position: Existing vacancy
• Only those who are qualified will be contacted.
• This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

Robertson is an equal opportunity employer committed to diversity and inclusion. We welcome applications from all qualified individuals regardless of race, religion, gender identity, sexual orientation, age, disability, or any other protected status.