The successful candidate will have the opportunity to take ownership of complex accounting files, contribute to practical tax-planning discussions, mentor junior colleagues, and develop toward a broader leadership role.
About the Role
Reporting to senior leadership, you will oversee accounting and tax compliance for a portfolio of private clients and businesses. Alongside preparing and reviewing financial statements and tax returns, you will identify tax-planning opportunities, support junior team members, and work closely with leadership to deliver thoughtful, personalized client service.
This is a hands-on position suited to an experienced public accounting professional who is ready to take on greater responsibility and grow into a trusted client adviser. The role is primarily office-based and offers direct exposure to leadership, client advisory work, and future management opportunities.
What You'll Do
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Prepare and review financial statements, accounting files, working papers, and supporting schedules, ensuring accuracy and completeness.
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Prepare personal and corporate tax returns for individuals, professional corporations, private companies, and owner-managed businesses.
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Analyze client circumstances to identify practical tax-planning opportunities and develop recommendations for leadership review.
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Evaluate compensation strategies, including salary and dividend considerations, and support related tax-planning discussions.
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Review accounting and tax files before final approval, resolving discrepancies and minimizing the need for further corrections.
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Provide guidance and technical support to junior accounting staff, review their work, and help develop their professional capabilities.
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Collaborate with senior leadership on client matters, tax-planning strategies, and complex accounting questions.
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Build strong client relationships by understanding individual needs, responding thoughtfully to inquiries, and providing dependable service.
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Identify opportunities to address broader client needs and communicate relevant recommendations to leadership.
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Contribute to a positive team environment through knowledge sharing, collaboration, and a commitment to high-quality work.
What You Bring
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CPA designation.
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Approximately 4–5 years of progressive public accounting experience; candidates with equivalent technical expertise and supervisory readiness may also be considered.
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Strong hands-on experience preparing and reviewing financial statements, accounting files, and personal and corporate tax returns.
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Experience working with private companies, professional corporations, entrepreneurs, or individual clients with complex financial needs.
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Practical knowledge of tax planning, including salary and dividend strategies.
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Ability to independently manage accounting files, identify technical issues, and ensure work is complete and accurate before final review.
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Experience mentoring junior colleagues or a demonstrated readiness to take on supervisory responsibilities.
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Strong organizational skills, sound professional judgment, and excellent attention to detail.
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Effective communication skills and the ability to explain accounting and tax matters clearly.
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A client-focused mindset, with empathy, discretion, patience, and a genuine interest in helping people.
Experience in a small or mid-sized public accounting practice is particularly valuable, especially for candidates who enjoy a hands-on environment and direct involvement in client matters.
Why Join?
This is an opportunity to advance your public accounting career within a collaborative, growth-oriented organization that values technical excellence, personalized client service, and meaningful professional relationships. You'll work closely with senior leadership, take ownership of client engagements, contribute to tax-planning strategies, and mentor junior team members while continuing to develop your technical and leadership capabilities.
For the right candidate, the role offers a potential pathway to partnership, along with the opportunity to build lasting client relationships and make a meaningful difference in the financial lives of individuals, families, and business owners.
