Job Description

WHAT EXCITES YOU

Are you a self-starter, hungry to make a contribution to a growing and dynamic firm? Do you obsess over finding ways to help your clients? Are you looking for a clear path to partnership, with a group of people you are excited to call your partners? Do you want to be a valuable and valued resource for a solid group of enthusiastic and dedicated accounting professionals? If your answer is YES!!! to all of the above, you might just be the super-star we are looking for.

WHAT EXCITES US

Farnham + Company is a boutique public accounting firm in Mississauga. We have the privilege of working with some exciting, high-net-worth, driven entrepreneurs. They choose to work with us because of our unwavering desire to consistently deliver value through quality, care, and candour. We are not here to punch numbers into tax returns and make debits equal credits. What gets us out of bed every morning is the desire to optimize our clients' financial health and provide an unparalleled client service experience in the process. Obsessing over clients is not all we do. We take care of our people by providing a warm and welcoming environment for our team, where everyone is heard and valued. We are on a mission to revolutionize what a public accounting firm can be. Want to join the movement?

RESPONSIBILITIES AND QUALIFICATIONS

Role Overview

We are looking for an experienced and polished senior manager to look after accounting and taxation needs for clients with substantial investment portfolios, while delivering a "boutique firm" client experience. A solid understanding of complex investment accounting, and substantial experience in reviewing of compilation files, personal and corporate tax compliance matters is required. This variety can be challenging for some, but for the right person it opens doors to constant learning, personal growth, and a rewarding career. This is an exciting opportunity for those looking for a quick path to partnership.

We have laid out some of the performance expectations below but, to be honest, the sky is the limit - if you find a way to make the firm better - just do it!

Performance Expectations

Overseeing scheduling and resource management for the assigned client book; Onboard new client relationships; Contribute to team engagement by demonstrating excellent leadership skills; Conduct detail review of compilation engagements (working paper files, financial statements, and income tax returns); Identify corporate and personal tax issues and opportunities, including compensation planning, income
splitting, loss utilization, etc.;

Stay abreast of standard changes and consider their impact on the firm's clients; Develop and conduct internal staff training sessions; Manage own schedule to ensure client reporting deadlines are met; Create time efficiencies and manage multiple deadlines; Contribute to our positive team dynamic with all levels of staff and management; and Develop respect-based relationships with clients and team members.

Credentials

Canadian accounting designation (CPA, CGA, CMA, or CA) Minimum of two years in a manager role in a Canadian public accounting practice A strong background in tax compliance Experience in issues relevant to high-net-worth individuals, holding wealth in a variety of structures
(corporations, trusts, partnerships)

Excellent communication skills, both verbal and written Ability to multi-task and manage a demanding workload and multiple deadlines Strong leadership skills and ability to coach and develop team members Proficiency in CaseWare, Taxprep (or equivalent tax software), and Microsoft Office Experience in investment accounting is a must Strong belief that accounting can be fun!

Salary Expectations

Market

Job Types: Full-time, Permanent

Application question(s):

Do you possess a Canadian accounting designation (CPA, CGA, CMA, or CA)? Do you have a minimum of two full years in a manager role at a Canadian public accounting practice? Do you have experience with working paper software? Examples include Caseware and CCH Engagement. Do you have experience with Canadian tax software? Examples include TaxPrep and Profile.
Work Location: Hybrid remote in Mississauga, ON L5K 2P8