Assurance Manager

Firm Description

SRJ Chartered Professional Accountants is ranked as one of the Greater Toronto Area’s top accounting, cloud bookkeeping, and tax accounting firms, servicing clients across the country and worldwide. We are registered with the Chartered Public Accountants of Ontario and are known for providing professional tax and accounting services.

Vision

SRJ Chartered Professional Accountants offers a fresh new take on accounting. Specializing in cloud-based software, we help small-to-medium-sized businesses better manage their finances in a collaborative and paperless way. We help our business owners by solving their problems and giving them honest advice. As a remote firm, our experts utilize innovative technologies to empower business owners with the tools they need to grow their businesses efficiently and effectively. With a strong belief in company culture, we continuously challenge ourselves to provide exemplary service to clients while maintaining a positive work/life balance.

Our Culture

We offer an employee-centric workplace that respects your time, contributions, and value to our team. Through flexible work arrangements, competitive salaries, & a succession planning program, we believe that the only way to grow strong is to grow as a team.

Key Responsibilities Your primary responsibilities will include:

Engagement Leadership: Lead client-facing engagement teams to complete audits, review engagements, Notice to Reader (compilations), compliance tax engagements, and financial/accounting transactions.

Technical Expertise: Deliver industry and technical expertise in audit and assurance through client interactions, reports, technical work, management presentations, and high-quality deliverables.

Tax Compliance: Oversee and review personal and corporate income tax returns, reorganizations, and other routine tax filings. Work directly with Partners to complete complex tax research and ad-hoc consulting engagements as required.

Portfolio & Client Management: Manage a portfolio of clients while understanding their business, key risks, and ways to deliver added value. Ensure clients’ needs are met and that relationships and accounts grow and develop.

Project Financials: Accountable for engagement planning and scheduling as well as project financials (i.e., budgets, WIPs, timely billing, collection, variance recognition).

Quality Control: Maintain quality control and apply specialized knowledge to anticipate, identify, and address issues relevant to the client’s business, financial entries, and reports.

Team Development: Mentor, motivate, and coach team members towards professional and personal development by providing daily guidance, setting clear expectations, and developing their tax and assurance knowledge.

Business Development: Network in the local business community, consider business development opportunities, and contribute to the preparation and delivery of competitive proposals to meet client needs.

A successful candidate will have:

CPA designation (Required).

6+ years of relevant public accounting experience, with a strong background in private company audits, review engagements, and tax.

Strong understanding of business, accounting, management, and practice development principles, alongside strong corporate and personal taxation knowledge.

Proven people management, relationship building, and leadership skills.

Computer skills including Caseware and ProFile.

Strong understanding of a client-focused environment including related deadlines and the ability to work to meet those deadlines.

Sound judgment regarding confidential and sensitive matters.

Excellent interpersonal, communication, and organizational skills with high attention to detail.

Strong work ethic and the ability to work independently, as part of a team, and to effectively manage a team.

Adaptability to learning new technologies and processes to help improve efficiency and provide a better user experience for our clients.

Software Skills Required

Learn new technology that can be used in increasing efficiency on files and providing a better overall user experience for our clients.

Xero (preferably Certified)

Quickbooks Desktop

Quickbooks Online

Quickbooks Payroll

Wave Accounting

Hubdoc &/or Dext

Plooto

WagePoint

Payment Evolution

Microsoft (Word, Excel, etc.)

CRA Online Services