Job Description

About Us

Lockhart LLP is a public accounting firm providing accounting, tax and assurance services to private businesses and not-for-profit organizations. To our clients we are more than just accountants; we are their trusted business advisors and we pride ourselves in a proactive, value added approach whereby we succeed when our clients succeed.

We offer flexible hours, competitive salary, health benefits, parking, access to the building's fitness facility and are conveniently located in south Calgary on Midpark Way, just off Macleod Trail.

Position Summary

Our growing firm is looking to add a key member to our team. As a Manager you will be responsible for overseeing all aspects of the engagement, from planning to completion.

Role and Responsibilities

Perform initial review of compilation and other tax engagements. Conduct tax research projects on various issues (tax planning opportunities, tax minimization strategies, compliance issues, corporate restructuring, etc.). Liaise with Canada Revenue Agency. Provide coaching to junior team members as well as timely constructive feedback. Responsible for engagement budgeting and allocation. Monitor engagement progress against budgets and timelines. Perform initial review of tax compliance filings (T1, T2, T3, T4, T5, T5013, T5018, GST, etc.). Develop and maintain trusted client relationships including responding to client questions and inquiries. Contribute to development of new ideas and approaches to improve work processes whilst working directly with partners.

Skills & Qualifications

Completion of a Chartered Professional Accountant (CPA) designation 3-5 years post designation of relevant work experience in public accounting Minimum 2 years review of compilation engagements, including tax compliance (T1, T2, T3, T4, T5, T5013, T5018, GST, etc.). Broad exposure and extensive knowledge of relevant Canadian tax legislation and corporate, personal, and trust tax planning and compliance. Extensive knowledge of ASPE. Dedication to proactive thinking, integrity, precision execution and providing value-focused service. Experience with accounting and tax software such as CaseWare, TaxCycle, Sage and QuickBooks.
Job Type: Full-time

Benefits:

Company events Dental care Extended health care Flexible schedule On-site gym On-site parking Paid time off Vision care
Experience:

post designation: 3 years (required)
Licence/Certification:

Chartered Professional Accountant designation (required)
Location:

Calgary, AB (required)
Work Location: In person