Job Description

About the firm

Office CPA is a boutique, growth-focused professional services firm specializing in remote delivery of full-service accounting & tax solutions to private companies across Canada. Our offerings include cloud accounting, bookkeeping, compilations, tax compliance and planning, assurance, advisory, and fractional CFO services. We are committed to providing exceptional value through creative planning and close, personalized attention to our clients. Our client-centric approach produces long-term client relationships.

About the position

This is a hands-on senior managerial role focused on reviewing assurance and compilation engagement files, managing personal and corporate tax engagements, directly addressing complex areas, overseeing key client relationships and mentoring team members. Following a structured onboarding period, the goal is for the Senior Manager to gradually assume the engagement partner role for assurance and compilation files currently overseen by the Founder and Managing Director.

The firm's back-office services--including bookkeeping, payroll, accounts payable, and a newly established fractional CFO offering--represent an increasingly in-demand segment of our practice. In this role, you will play a key part in designing efficient workflows, refining internal accounting processes, and leading the quarterly reporting and business performance review process for these clients.

Team resources reporting to the Senior Manager will include a full-time Accounting Manager, Senior Accountant, Junior Accountant and a bookkeeper. The firm also works with an experienced Tax Principal who leads tax, estate planning and corporate reorganization projects.

Why this opportunity is unique

This is a unique opportunity as the successful candidate will be working directly alongside the Founder / Managing Director; a well-rounded professional with over 18 years of experience. The objective is to gradually transition key leadership responsibilities from the Founder to the Senior Manager, enabling the Founder to focus on other strategic priorities of the firm.

To support the firm's growth, we are committed to hiring additional staff at junior and experienced levels, with the stated goal of maintaining a healthy work/life balance for the whole team as we truly believe that human capital, specifically the knowledge, skills and mental health of our people, is our greatest asset. The Senior Manager is welcome to assist with improving internal processes and hiring appropriate staff.

Partnership opportunity

There is a compelling and extraordinary partnership opportunity available for the Senior Manager candidate who demonstrates strong technical skills, sound leadership abilities, a positive, forward-thinking, collaborative attitude, pro-active spirit and passion for driving value and making a lasting impact.

The ideal candidate

This role will be offered to an experienced, confident, and hyper-organized CPA with exceptional technical skills and attention to detail, who can effectively manage relationships with clients and staff, is capable of managing a wide variety of engagements and can take on increasing levels of responsibility.

The core focus of this role is on delivering high quality detailed review, demonstrating a continuous commitment to delivering value and providing service that aligns with our clients' best interests. The ideal candidate approaches their work with a critical and strategic mindset, regularly asking:

Does this reporting make sense? Are our procedures logical and effective? Is there a more innovative, efficient or value-enhancing alternative? How can we help our clients strengthen their business, mitigate risk, or seize an opportunity?

SUMMARY OF PRIMARY RESPONSIBILITIES

With coaching & guidance from the Founder / Managing Director, you will be responsible for:

Management of compilation, corporate tax & assurance (review and audit) engagements

General quality control review of engagement files and financial statements where a detailed review has already been performed by one of the firm's Accounting managers Detailed review of more complex compilation and assurance engagement files prepared by the firm's management team, including responsibility for financial statement notes and disclosures Tax planning for owner/managers including wage/dividend determinations. Coaching and mentoring managers and junior staff Assistance with invoicing: preparing billing descriptions that communicate value delivered
Our assurance practice consists of a relatively small number of review engagements, compared to compilation and tax engagements, and several special-purpose audit engagements per year.

Individual income tax compliance and planning

Review of T1 Individual income tax returns and related communication with clients Preparation/review of T1 adjustments and managing audit/review correspondence with CRA Assistance with income tax planning including re-organizations and transaction advisory

Skills and requirements

A CPA designation and a minimum of 10 years of public accounting and/or industry experience (ASPE, CAS, CSRE 2400, etc.) Strong individual and corporate tax knowledge and research skills Strong interpersonal skills with ability to liaise with senior client representatives Strong organizational and management skills - ability to multi-task and manage deadlines Excellent written and verbal communication skills A high degree of professional courtesy, an appropriate level of professional skepticism and above all, consistently sound, practical professional judgement

This is a remote-based position (you will work from your home-office)

The Managing Director is based in the GTA, and while candidates who can meet in person may be favored, this position is not limited to the GTA. The successful candidate should be open to working from home and connecting digitally, either permanently, or for the foreseeable future.

Expected start date is flexible, as we are looking more for the right fit, as opposed to when you are available to start.

Qualified candidates should send their resume and cover letter to careers@officecpa.ca

Job Types: Full-time, Permanent

Pay: $120,000.00-$175,000.00 per year

Benefits:

Casual dress Dental care Extended health care Flexible schedule Paid time off Vision care Work from home
Experience:

Public accounting: 10 years (required)
Licence/Certification:

Chartered Professional Accountant (required)
Work Location: Remote

Application deadline: 2025-09-15
Expected start date: 2025-10-01