Senior Manager, Small Business Services
- Winnipeg, MB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Be part of something bigger. Build with us today - Now, for tomorrow.
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow.
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows small business well and wants to build and manage a regional portfolio with the backing of a leading Manitoba firm. You will report directly to the Partners and be the main point of contact for owner-managed businesses, professional practices, and community organizations in the region.
We are also open to developing the right candidate into a future leader and will look for Partnership opportunities for the candidate that can showcase exceptional customer service, have a growth mindset, and deliver for clients.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
“There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”
Your role:
Your schedule: Monday to Friday, 8:30 AM to 5:00 PM
Where you’ll work: Onsite within Winnipeg
Salary range: Will be communicated at a later stage in the hiring process.
When you join Baker Tilly, you become part of something bigger - an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you. We offer a competitive remuneration package based on experience and qualifications. If you are a qualified candidate, please apply now. While we appreciate all applications, only candidates selected for an interview will be contacted.
Baker Tilly is an equal opportunity employer dedicated to fostering, supporting, and celebrating a diverse workplace. Upon request, we will accommodate accessibility needs throughout the recruitment and selection process and for our staff. Please let us know during the application process.
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow.
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows small business well and wants to build and manage a regional portfolio with the backing of a leading Manitoba firm. You will report directly to the Partners and be the main point of contact for owner-managed businesses, professional practices, and community organizations in the region.
We are also open to developing the right candidate into a future leader and will look for Partnership opportunities for the candidate that can showcase exceptional customer service, have a growth mindset, and deliver for clients.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
“There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”
Your role:
- Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping quality, and planning. You will advise on incorporation and structure, owner-manager remuneration, simple reorganizations (holding companies, share exchanges, and estate freezes), and the purchase, sale, or wind-up of a business. Where a matter becomes complex, you will bring in our tax group.
- Engagement delivery. You will plan, manage, and complete compilation (Notice to Reader), review, and year-end engagements. You will review financial statements and working paper files, and oversee corporate, personal, and trust tax returns, T4 and T5 slips, payroll remittances, GST/HST, and Manitoba retail sales tax. You will also manage budgets, scheduling, WIP, billing, and collections for your portfolio, and make sure firm policies and professional standards are met.
- Team leadership. You will supervise, coach, and develop staff and remote team members on engagement files. This includes reviewing their work, giving regular performance feedback, and supporting recruitment, training, and practice development initiatives.
- Business development and community presence. You will build relationships with local businesses, banks and credit unions, lawyers, and other referral sources. You will represent Baker Tilly HMA LLP and contribute to proposals and growth opportunities.
- The successful candidate is a confident, hands-on small business practitioner.
- Reporting frameworks: ASPE for private enterprises and ASNPO for not-for-profits. PSAS is an asset for community and government- related entities.
- Compilation (CSRS 4200): Scope, independence, report wording, and documentation for engagements with no assurance.
- Review (CSRS 2400): Analytical procedures, inquiry, review documentation, and management representations.
- Notice to Reader and disclosure: Correct wording and note disclosures, and recognizing when an engagement must change type.
- Core accounting issues: Revenue recognition, capital assets, shareholder loans, related-party transactions, income taxes, leases, and subsequent events.
- Reorganizations and transactions: Incorporations, section 85 rollovers, share structures, family business transfers, and the accounting impact of business purchases and sales.
- Tax and compliance: T2, T1, trust returns, T4 and T5 slips, payroll, GST/HST, Manitoba RST. Awareness of Saskatchewan PST for clients.
- Software: CaseWare, Profile, TaxPrep, QuickBooks, Sage 50, and Sage 300. Ability to clean up weak client bookkeeping into reliable year-end files.
- Professional standards: CPA Manitoba requirements, quality management (CSQM), independence and conflict rules, and file retention.
- A CPA designation in good standing.
- 8 to 10 years of public practice experience, primarily with small and owner-managed businesses.
- 3 to 5 years of supervisory or management experience in a public accounting environment.
- Experience executing Notice to Reader and Review engagements, and preparing corporate, personal, and trust returns plus T4s and T5s.
- A track record of building trusted advisor relationships and managing multiple engagements at once.
- Excellent interpersonal skills, with the ability to lead, mentor, and develop others and build high-performing teams.
- Strong problem-solving and analytical skills, and strong Microsoft Office skills, particularly Excel.
- The ability to work independently from a home office.
- Additional Assets: reorganization and succession experience at the small business level; experience with Indigenous governments, economic development corporations, and not-for-profit business development skills; and CPA Canada In-Depth Tax coursework (an asset, not a requirement).
- Rewarding opportunities at every stage of your career
- Challenging and varied assignments
- Competitive compensation, incentives, and rewards
- Professional networking and mentoring programs
- A dynamic, entrepreneurial environment
- A leadership team committed to your success.
- To engage with leading experts and colleagues across Canada and the world
- The opportunity to influence tomorrow for clients, community and the profession.
Your schedule: Monday to Friday, 8:30 AM to 5:00 PM
Where you’ll work: Onsite within Winnipeg
Salary range: Will be communicated at a later stage in the hiring process.
When you join Baker Tilly, you become part of something bigger - an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you. We offer a competitive remuneration package based on experience and qualifications. If you are a qualified candidate, please apply now. While we appreciate all applications, only candidates selected for an interview will be contacted.
Baker Tilly is an equal opportunity employer dedicated to fostering, supporting, and celebrating a diverse workplace. Upon request, we will accommodate accessibility needs throughout the recruitment and selection process and for our staff. Please let us know during the application process.
More about this job
Responsibilities
Lead the small business practice and advise owner-managed businesses, professional practices, and community organizations on accounting, tax, cash flow, business structures, and transactions. Manage compilation and review engagements, tax and compliance work, portfolio operations, staff development, and regional business development.
Requirements
Requires a CPA in good standing, 8 to 10 years of public accounting experience focused on small and owner-managed businesses, and 3 to 5 years of supervisory or management experience. Candidates should have experience with compilation and review engagements, business and personal tax filings, client relationship management, and leading teams.
Skills
- Small Business Advisory
- Compilation Engagements
- Review Engagements
- Financial Statement Review
- Corporate Tax Returns
- Personal Tax Returns
- Trust Tax Returns
- Tax Compliance
- Business Reorganizations
- Engagement Management
- Budgeting And Billing
- Team Leadership
- Staff Coaching And Development
- Business Development
- Microsoft Excel
Benefits
- Competitive Compensation
- Incentives And Rewards
- Professional Networking And Mentoring Programs
- Career Development Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Consulting
Keywords
- CPA
- CPA Manitoba
- ASPE
- ASNPO
- PSAS
- CSRS 4200
- CSRS 2400
- CSQM
- Compilation Engagements
- Review Engagements
- Notice To Reader
- Financial Statements
- T2 Returns
- T1 Returns
- Trust Returns
- T4 Slips
- T5 Slips
- GST/HST
- Manitoba Retail Sales Tax
- Saskatchewan PST
- CaseWare
- Profile
- TaxPrep
- QuickBooks
- Sage 50
- Sage 300
- Section 85 Rollovers
- Shareholder Loans
- Owner-Manager Remuneration
- Quality Management