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Added 48 mins ago
Procurement & Invoicing Specialist – ALTO project / Cadence
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Full-time
Provide regular reporting to project management on invoice status, potential delays, and financial risks.
Added 48 mins ago
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Added 11 days ago
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Added 21 days ago
Safety Specialist
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CoreFactor Inc.

Manager, Financial Reporting & Tax Compliance (Permanent)

ON, Canada
Peterborough South, ON, Canada

Job type: Full-time
Experience: Professional accounting designation (CPA, CA) with at least 5 years’ public accounting experience,
Posting language: English
Posted: Aug 17, 2026

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Original job description

CoreFactor is searching for a Manager, Financial Reporting & Tax Compliance on a permanent/full-time basis for a client in the GTA.

This position is hybrid and will require the successful incumbent to go into the office four (4) times per week into the office in the east end of the GTA.

We are looking for a Manager, Financial Reporting & Tax Compliance to join our clients team - a role where your experience with private enterprise financial reporting, compilation and review engagements, and personal and corporate tax will drive meaningful outcomes for clients. There, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference - for our clients, our communities, and one another.

Our client is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, they combine the scale of a network with the trust of strong relationships. From review and compilation engagements to tax planning, tax compliance, consulting, and specialist advisory services, our client helps clients navigate complexity and seize opportunity with clarity.

Your role:

Collaborate with Partners and the client service team to plan, execute, and complete a wide range of review engagements, compilation engagements, and tax engagements for owner-managed businesses, private enterprises, non-profit organizations, and charities,
Manage engagement workflow from planning through completion, including deadlines, deliverables, team communications, client follow-up, and final file review in accordance with applicable professional standards,
Manage project financials, including budgets, WIP, and timely billing,
Support, mentor, and train a team of professionals on review and compilation engagement documentation, financial statement presentation, note disclosure, tax preparation, and firm methodology, while assisting with file preparation where additional support is required,
Analyze financial information and year-end working papers for adherence to applicable accounting standards and financial reporting frameworks,
Identify accounting, tax, and business advisory matters and provide practical recommendations to clients,
Review personal, corporate, trust, and charitable organization tax returns, including related schedules, elections, and compliance filings.
Compile and review financial statements and related note disclosures for private enterprises, owner-managed businesses, and not-for-profit organizations,
Assist clients with year-end planning, tax estimates, remuneration planning, HST/GST matters, payroll-related questions, and other recurring compliance matters,
Provide personal and attentive service to clients to encourage productive working relationships,
Add value by identifying client service opportunities, including cross-team collaboration with tax, advisory, bookkeeping, and specialty service teams,
Coach, mentor, and develop assigned employees for high performance and professional growth,
Share your technical or human skills with the broader team by developing and facilitating ongoing training opportunities,
Engage with all levels of our team while working to bring our strategy to life and participate in firm wide events that foster our amazing workplace culture,
Generate new business opportunities by promoting the firm’s expertise and services, as well as developing ideas and solutions.

Requirements

Professional accounting designation (CPA, CA) with at least 5 years’ public accounting experience,
Strong experience serving owner-managed businesses and private enterprises, including review engagements, compilation engagements, and related corporate tax returns,
Minimum of 2 years in a progressive management role with a CPA firm,
Proven leadership skills in a collaborative environment,
Exceptional interpersonal, communication and client service skills,
Proven track record of planning and completing effective and efficient review, compilation, and tax engagements on time and on budget,
Strong technical knowledge of accounting standards for private enterprises, not-for-profit reporting considerations, compilation and review engagement standards, and personal and corporate tax compliance,
Strong technical and analytical skills matched with problem-solving skills and professional judgement to help you find practical, client-focused solutions in an efficient manner,
Curiosity and an eye for detail that allows you to view challenges from multiple perspectives and enhance clients’ knowledge along the way,
A passion for learning and developing self and team members to the next level,
Strong computer skills, including working knowledge of MS Office, CaseWare, TaxPrep, QuickBooks, and other common accounting and tax software.

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More about this job

Responsibilities

The manager will oversee financial reporting, review and compilation engagements, and tax compliance for a diverse portfolio of private enterprise clients. They are responsible for managing engagement workflows, mentoring staff, and identifying business advisory opportunities to support client growth.

Requirements

Candidates must hold a CPA, CA designation and possess at least 5 years of public accounting experience, specifically with owner-managed businesses. A minimum of 2 years in a progressive management role within a CPA firm is required, along with proficiency in accounting software like CaseWare and TaxPrep.

Skills

Financial reporting
Tax compliance
Review engagements
Compilation engagements
Corporate tax
Personal tax
Project management
Team leadership
Mentoring
Accounting standards
CaseWare
TaxPrep
QuickBooks
Financial analysis
Client service

Visa sponsorship

Not detected in the job text

Keywords

CPA
CA
Financial Reporting
Tax Compliance
Review Engagements
Compilation Engagements
Private Enterprise
Owner-managed Businesses
Tax Planning
Advisory Services
CaseWare
TaxPrep
QuickBooks
HST/GST
Payroll
Financial Statements
Working Papers
Project Management
Mentorship
Accounting Standards
Not-for-profit
Charities
Budgeting
WIP
Billing
Consulting
Professional Standards
Compliance
Remuneration Planning
MS Office

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