Senior Manager, Financial Reporting & Insights

BDO Canada; Calgary; On-site; CAD 80,000 - 95,000; Full time

Job summary

BDO Canada is seeking a Senior Manager for its Financial Reporting & Insights practice in Calgary. The role involves leading year-end accounting and tax services for complex private groups, managing client relationships, and mentoring team members. The ideal candidate will have a CPA designation and extensive experience in public accounting, particularly in high-growth sectors.

Benefits

Flexible benefits

Personal time off policy

Wellness initiatives reimbursement

Qualifications

• At least 5 years of experience in public accounting.
• Experience with complex private company files.
• Strong knowledge of tax returns for multi-entity structures.

Responsibilities

• Lead the preparation and review of year-end working paper files.
• Act as the primary relationship manager for a portfolio of clients.
• Mentor and coach team members.

Skills

Leadership

Communication

Organizational Skills

Education

CPA (CA, CGA, or CMA)

Tools

CaseWare

QuickBooks

Sage

Excel

Job description

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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.

BDO Canada’s Business Services & Outsourcing (BSO) team is seeking a Senior Manager to join the Financial Reporting & Insights (FR&I) practice in our Calgary office. In this role, you will lead the delivery of year-end accounting and tax services for complex private group structures across high-growth sectors such as real estate, automotive, oil and gas services, and private equity/family offices.

You will lead client engagements for complex private groups, manage key relationships in collaboration with Partners, and provide technical oversight across accounting and tax deliverables. You’ll also take an active role in coaching team members and contributing to the strategic growth of our national BSO practice.

The successful candidate will own the following responsibilities:

• Lead the preparation and review of year-end working paper files, financial statement compilations (Notice to Reader), and related corporate, personal, and trust tax filings.
• Oversee and guide the work of engagement teams on accounting and tax files for complex private entities, including clients with multi-company group structures, intercompany relationships, and family trust arrangements.
• Act as the primary relationship manager for a portfolio of clients, ensuring exceptional service delivery, responsiveness, and alignment with their operating needs and compliance deadlines.
• Provide strong technical oversight on engagements, managing workflow, quality control processes, and compliance with firm documentation standards.
• Prioritize and assign projects based on client timelines, budgets, and team capacity.
• Mentor, coach, and provide timely feedback to staff across levels; support talent development and team learning.
• Collaborate with Partners on business development initiatives and client file planning, contributing to the continued growth of the practice.
• Support the adoption of cloud-based accounting tools and firm technology platforms to improve engagement efficiency and client service.

How do we define success for your role?

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

You experience and education

• You are a designated CPA (CA, CGA, or CMA) in good standing.
• You have at least 5 years of experience in public accounting, with growing responsibility for complex private company files.
• You’re confident in reviewing personal, corporate, and trust tax returns, especially within owner-managed and multi-entity structures.
• You bring working knowledge of group reorganizations, intercompany transactions, and family trusts.
• You’ve supported clients across sectors such as real estate, construction, automotive, oil & gas services, or private equity/family offices.
• You’re skilled with CaseWare, QuickBooks, Sage, and Excel, and may have experience with cloud accounting platforms.
• You have strong communication, leadership, and organizational skills, and take pride in mentoring others and managing multiple priorities.

Why BDO?

Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2025. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.

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.

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.

Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. 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.

With your consent, BDO Canada may use AI technology (Microsoft Copilot) to transcribe during preliminary conversations, solely for the purpose of note-taking and not for other purposes, such as resume review, evaluation or selection of candidates.

More information on BDO Canada’s Privacy Policy can be found here: Privacy Policy | BDO Canada

Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Strategy/Planning

• Industries

  Financial Services and Accounting

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