POSITION OVERVIEW:

The Manager will be responsible for overseeing all clients of the practice, ensuring work is completed accurately, on time, and with a high standard of service. The majority of the role will involve preparing files for both individual and corporate engagements, including tax returns, year-end working papers, and related filings. The Manager will also review a smaller portion of work prepared by other staff, and act as a key resource for answering questions from both team members and clients.

QUALIFICATIONS:

• CPA designation (in good standing).
• Minimum of 4 years’ experience in a public accounting firm.
• Strong technical knowledge in both personal and corporate tax.
• High level of accuracy and attention to detail in file preparation.
• Excellent organizational and time-management skills.
• Strong communication skills and ability to explain complex concepts clearly.
• Comfortable working independently in a remote environment.
• Familiarity with accounting and tax software.

• Oversee all client engagements from start to finish, ensuring quality, accuracy, and timely delivery.
• Prepare personal and corporate tax returns, year-end files, and related financial reporting.
• Conduct some review of work prepared by junior team members, providing feedback where needed.
• Serve as the main point of contact for clients, responding to inquiries and providing proactive updates.
• Answer questions from staff and clients in a timely, professional manner.
• Provide strategic tax planning advice and identify opportunities for clients to improve tax efficiency.
• Maintain strong client relationships through clear, consistent, and proactive communication.
• Stay current on relevant tax legislation, accounting standards, and best practices.
• Participate in occasional in-person client meetings (as needed).