Job Description

Job Title:

Senior Tax & Advisory Manager

Company:

YBL Accounting

Location:

Remote, Hybrid, or In-Office (Oshawa, ON)

Type:

Full-Time, Permanent

Schedule:

Monday-Friday; 40 hours per week

Position Overview

The Senior Tax & Advisory Manager is responsible for overseeing the entire tax and advisory department. This leadership role involves strategic oversight of departmental operations, ensuring quality control, and spearheading high-level projects and initiatives. The role requires a strong background in Canadian tax and management, with a focus on delivering exceptional advisory services and maintaining high standards of compliance and accuracy.

About Us:

At YBL Accounting, we are a team of innovative problem solvers committed to delivering an exceptional client experience. The business owners we work with have big goals, and we understand that achieving these goals depends on having a well-oiled machine. We provide our clients with the tools, resources, and expertise needed to fulfill their potential, ensuring no money is left on the table in the process. We aim to build genuine connections and lead with compassion, consistently exceeding the expectations of entrepreneurs who are in need of support.

Our firm is known for its collaborative and innovative culture, where we leverage technology to provide outstanding service. We specialize in serving diverse industries, including real estate, healthcare, consulting, and high-level trades. Our team is composed of dedicated professionals who are passionate about growth, both personally and professionally. We believe in the power of teamwork and strive to create an environment where everyone can thrive. At YBL Accounting, we prioritize collaboration, honesty, adaptability, and the principles of the Entrepreneurial Operating System (EOS) to drive continuous improvement and alignment within our team. For more information, visit www.ybl.ca.

Responsibilities:

1. Departmental Oversight:

Lead the tax and advisory department, setting strategic objectives and ensuring the alignment of departmental goals with the firm's vision. Oversee the performance of the Accounting Manager and their team, ensuring high standards of work and adherence to regulatory and firm policies. Collaborate with Senior Leadership to manage performance reviews and professional development within the department. Champion EOS principles within the department, tracking and reporting on department progress.

2. Quality Control:

Conduct spot checks and quality reviews of work completed by the Accounting Manager and their team to ensure accuracy and compliance. Implement and maintain quality control standards across the department to uphold the firm's reputation for excellence.

3. Strategic and Operational Collaboration:

Work closely with the Operations Manager and COO to ensure the department aligns with the firm's strategic goals and service delivery standards. Drive innovation within the department by fostering a culture of continuous improvement and adoption of best practices. Utilize EOS tools and methodologies to enhance departmental effectiveness and efficiency.

4. Client Relationship Management:

Maintain senior-level relationships with key clients, providing strategic guidance and support. Ensure the department delivers exceptional client service, resolving high-level client issues and ensuring client satisfaction.

5. Staff Development and Training:

Mentor and develop Tax & Advisory Leads and their team, providing leadership and guidance to foster professional growth. Identify training needs and opportunities to enhance the skills and capabilities of the department.

6. Strategic Budget Management:

Oversee the budgeting process for the entire Tax & Advisory department, ensuring alignment with the firm's financial objectives. Work closely with Tax & Advisory Leads to review engagement budgets, making adjustments to optimize profitability and client satisfaction. Collaborate with the Operations Manager to develop and refine overall pricing and servicing strategies, ensuring competitive positioning and financial health of the department

Qualifications:

Bachelor's degree in Accounting, Finance, or related field. CPA designation is required; additional qualifications in tax or financial planning are advantageous. 15+ years of experience in accounting with a significant focus on management and advisory services. 5+ years of proven leadership experience with the ability to manage a team of senior-level professionals. Strong analytical, strategic thinking, and problem-solving skills. Excellent interpersonal and communication skills, capable of working with stakeholders at all levels. Experience with EOS preferred

Are You the Right Fit for YBL?

At YBL Accounting, our values guide everything we do:

Collaboration:

We believe in the power of teamwork and working together to achieve our goals. Collaboration is the driving force that propels our approach, allows us to push boundaries, and drives continuous evolution in our clients' businesses.

Honesty:

We maintain the highest standards of transparency and continuously encourage feedback from our clients and staff. It's what fuels our integrity, builds our credibility, and strengthens our bond as a strategic partner to our clients.

Adaptability:

We embrace change and strive to find new ways to solve problems and improve processes through exploring innovative solutions. By combining our expertise with a culture of continuous improvement, we work closely with clients to understand their evolving needs and industry dynamics.
If these values resonate with you and you are excited about contributing to our growing team, we encourage you to apply.

Why Join Us?

Work Where You Want Policy:

In-office (Oshawa, ON), Hybrid, or fully Remote.

Flexible Work Hours:

Provides the ability to balance personal commitments with professional growth.

Culture of Teamwork and Compassion:

Be part of a culture that believes in teamwork, collaboration, continuous improvement, and leading with compassion.

Competitive Time Off Program.

RRSP Matching Program.

Health Spending Account.

Educational Assistance Program.

Growth Opportunities:

Make a significant impact on the growth and success of our firm and our clients - as we grow, you grow!

Our Recruitment Process:

Our recruitment process involves a comprehensive evaluation of candidates' qualifications. Applications are not reviewed inside Indeed; instead, please fill out this intake form at https://www.yourbottomline.ca/pages/we-are-hiring

From there, we will screen your application and select candidates for interviews and potentially ask you to complete a case study. We are committed to fostering a selection process that is equitable and inclusive, aligning the most qualified candidates with the values and requirements of our firm.

If you require accommodation at any stage of the process, please contact redwards@flexserv.com and we will work with you to meet your needs.

Job Types: Full-time, Permanent

Pay: $120,000.00-$150,000.00 per year

Benefits:

Flexible schedule RRSP match
Application question(s):

Do you have 15+years of experience in accounting with a significant focus on management and advisory services?
Education:

Bachelor's Degree (required)
Experience:

leadership: 5 years (required)
Licence/Certification:

Chartered Professional Accountant (required)
Work Location: Remote