Team Lead, Audit & Assurance

Welch LLP; Ottawa; Hybrid; CAD 76,000 - 94,000; Full time

Job summary

Welch LLP in Ottawa is seeking a talented professional to join our Tech Team, focusing on assurance, accounting and advisory services for high-growth technology clients. You will collaborate with senior managers and partners, lead engagements, and help clients navigate rapid expansion and complex reporting requirements.

The role is based in our Ottawa office with a hybrid work arrangement requiring in-office presence at least 3 days per week.

Qualifications

• Excellent interpersonal, communication and organizational skills.
• Completion of a University Degree is required.
• CPA/CA designation obtained or near completion preferred.
• Minimum 3 years of public accounting experience is required.
• Minimum 2 years of experience in a Supervisory role in a Public Accounting Firm
• Experience with assurance, accounting and tax software.

Responsibilities

• Manage the accounting, assurance and tax service needs of a portfolio of private and public clients
• Manage the engagement process from initial scheduling and planning through to client review and financial statement sign off.
• Meet with clients regarding financial statements, other business matters and engagement issues.
• Support of personal and corporate tax filings
• Discuss proposed time budgets with partners and assign engagement budgets to staff.
• Identify new business opportunities with new and existing clients.
• Mentor a team of Accountants.
• Ensuring reporting deadlines are monitored and reported against on a regular basis
• Work directly with high-growth tech clients, providing strategic insights and scalable financial solutions
• Identify new business opportunities with new and existing clients

Skills

Interpersonal skills

Communication

Organizational skills

Client service

Education

University degree

CPA/CA designation

Job description

Salary Range: $76,000 - $94,000

Choose Local, Choose Welch LLP

Headquarteredin Ottawa, with 12 offices between Gatineau and Toronto, the key to our success is continually evolving to meet the needs of its employees,clientsand the marketplace.With a full suite of professional services, ranging from traditional assurance to expert business advisory, our clients respect and value the firm’sexpertiseand commitment to exceptional service. Our clientele is as varied as the economic landscape, ranging from start-ups to large, multi-divisionalprivately-heldcompanies and small cap public companies listed in Canada.

We offer our employees invaluable prospects: possibility forgrowthand advancement; variety to explore different careerpathswith paid study leave and support forcontinued learning;opportunityto specialize and deepen skillsthrough our APEX and management training programs; andflexibilityof work-life balance to enjoy family and personal interestswithourSummer Friday program, 4 weeks of vacation andwinterholiday closure.

Grounded in a values-led culture (care, impact, empower), we are focused on creating a diverse and inclusive environment, in our leadership, and supporting our surrounding communities.

While we are a hybrid focusedcompany,Welch LLPstilloffers plenty of ways to connect and enjoyin-officeworkdays. From the popular snack cart, paid volunteer daysto fun seasonal events likeoursummer picnic and taxpartythere is always something fun on the calendar!

National Firm expertise, with the value and service of a mid-market firm

Established in 1918, we evolved from a single office to the largest locally owned and operated firm in the Ottawa region. With 12 offices and over 300 people across Ontario and Western Quebec,Welch LLP has deeps roots in the communities it serves.Welch ranks as one of thelargest mid-market accounting firms in Canada and with strong growth prospects.

This posting is to fill an existing availability within the team.

About the Opportunity

This role is perfect for someone with a desire to grow and is looking to gain diverse experience. You'll take on key responsibilities in assurance, accounting, tax, and advisory services, collaborating closely with senior managers and partners. You'll have the chance to lead a team in a fast-paced, supportive environment while managing a variety of client accounts, and expanding your expertise in a dynamic sector.

This opportunity is part of our specialized Tech Team, which works closely with high-growth companies in the technology sector and entities with complex reporting requirements under ASPE, IFRS and US GAAP—including startups, scale-ups, venture/PE-backed businesses and small cap Canadian public companies. You’ll gain exposure to innovative clients navigating rapid expansion, complex funding structures, and evolving regulatory landscapes.

This opportunity will be based out of our Ottawa office, with the expectation of in office work minimum 3 days per week.

This job posting is to fill an existing vacancy.

Duties and Responsibilities

• Manage the accounting, assurance and tax service needs of a portfolio of private and public clients
• Manage the engagement process from initial scheduling and planning through to client review and financial statement sign off.
• Meet with clients regarding financial statements, other business matters and engagement issues.
• Support of personal and corporate tax filings
• Discuss proposed time budgets with partners and assign engagement budgets to staff.
• Identify new business opportunities with new and existing clients.
• Mentor a team of Accountants.
• Ensuring reporting deadlines are monitored and reported against on a regular basis
• Work directly with high-growth tech clients, providing strategic insights and scalable financial solutions
• Identify new business opportunities with new and existing clients

Qualifications

• Completion of a University Degree is required.
• CPA, CA or equivalent designation obtained or near completion preferred.
• A minimum of 3 years of public accounting experience is required.
• A minimum of 2 years of experience in a Supervisory role in a Public Accounting Firm

• Passion for client service with a proven track record of supporting client’s adherence to reporting timelines.
• Excellent interpersonal, communication and organizational skills.
• Sound judgment regarding confidential and sensitive matters.
• Strong knowledge of accounting and assurance principles.
• Proven track record of meeting deadlines and planned outcomes
• Experience with assurance, accounting and tax software.

Welch LLP welcomes and encourages applications from people with disabilities. If you require accommodation during any stage of the recruitment process, please indicate this in your application.

We thank all applicants for their interest but only those selected for an interview will be contacted.

There is no AI used in Welch's hiring process