Axon CPA | Senior Manager
- Lethbridge, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 5+ years of experience in accounting/financial management
- Posting language
- English
- Posted
Original job description
Lead the work, grow the team, and build the relationships
Axon is a CPA firm built around the relationship. Formed when Ignite CPA and Best Roest & Co. joined forces, Axon provides accounting, tax, assurance, and advisory services to businesses and individuals across Lethbridge and Southern Alberta. Our partners bring decades of collective experience from major global accounting firms, and our values are simple: be Adaptable, be Xenial (build authentic connections), take Ownership, and keep Navigating Growth together.
We believe people do their best work when they're trusted to use their judgment, take ownership, and contribute their ideas. As a Senior Manager, you'll play a key part in driving growth for our clients, our team, our firm, and your own professional development. You'll develop solutions with clients and co-workers through collaborative debate and discussion, and work across a variety of engagements with tight deadlines, always with an emphasis on the client experience, team growth, and shared success.
What you'll do
Technical Expertise & Quality Assurance
Qualifications
Axon is a CPA firm built around the relationship. Formed when Ignite CPA and Best Roest & Co. joined forces, Axon provides accounting, tax, assurance, and advisory services to businesses and individuals across Lethbridge and Southern Alberta. Our partners bring decades of collective experience from major global accounting firms, and our values are simple: be Adaptable, be Xenial (build authentic connections), take Ownership, and keep Navigating Growth together.
We believe people do their best work when they're trusted to use their judgment, take ownership, and contribute their ideas. As a Senior Manager, you'll play a key part in driving growth for our clients, our team, our firm, and your own professional development. You'll develop solutions with clients and co-workers through collaborative debate and discussion, and work across a variety of engagements with tight deadlines, always with an emphasis on the client experience, team growth, and shared success.
What you'll do
Technical Expertise & Quality Assurance
- Peer review corporate year-end files, working with our Client Concierge
- Complete detailed reviews of corporate year-end files, following our consistent process
- Lead compilation and review engagements
- Deliver on the deadlines we promise to clients
- Mentor others to improve quality and efficiency
- Respond to client requests, questions, and suggestions in a timely manner
- Adapt your approach to each client's needs and preferences
- Foster a positive relationship between clients and their team
- Build long-lasting relationships with existing and new clients
- Lead, mentor, and coach our Client Managers and team members to grow their technical abilities
- Engage in team training and invest in others' professional development
- Lead by example and jump in where needed
- Keep growing your own knowledge to better serve clients and guide the team
- Be an engaged part of a positive culture
- Listen for pain points in current client relationships and provide solutions
- Identify further opportunities with existing clients
- Ask for and follow up on referrals from current clients
- Develop new business by reaching out to prospects
Qualifications
- Bachelor's degree in business, finance, or a related field
- Valid CPA designation
- 5+ years of experience in accounting/financial management
- Proficiency with computerized accounting systems; experience with Karbon and TaxCycle preferred
- Excellent working knowledge of Microsoft Word, Excel, and QuickBooks
- Leadership, team development, coaching, mentoring, and conflict resolution
- Client relationship management and the ability to build strong client and internal relationships
- Strong organizational, time management, and prioritization skills, with the ability to manage multiple engagements and competing priorities
- Project and workflow management
- Strong problem-solving, decision-making, critical thinking, and analytical skills
- Strong verbal and written communication skills
- Sound judgment, professionalism, and accountability
- Commitment to continuous improvement and client service excellence
- Primarily office-based, depending on business needs
- Frequent interaction with employees, clients, vendors, and business partners
- Regular attendance at leadership, operational, and client meetings
- Occasional travel for client meetings, conferences, or organizational events
- Fast-paced environment with competing priorities and deadlines
More about this job
Responsibilities
Lead compilation and review engagements, peer-review corporate year-end files, and ensure client deadlines and quality standards are met. Build client relationships and business, while coaching and developing team members and contributing to a positive team culture.
Requirements
Requires a bachelor's degree in business, finance, or a related field, a valid CPA designation, and at least five years of accounting or financial management experience. Candidates should be proficient with computerized accounting systems and Microsoft Word, Excel, and QuickBooks; experience with Karbon and TaxCycle is preferred.
Skills
- Leadership
- Team Development
- Coaching
- Mentoring
- Conflict Resolution
- Project Management
- Workflow Management
- Time Management
- Prioritization
- Problem-Solving
- Decision-Making
- Critical Thinking
- Analytical Skills
- Communication
- Corporate Year-End File Review
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Sales
- Consulting
Keywords
- CPA
- Accounting
- Financial Management
- Corporate Year-End Files
- Compilation Engagements
- Review Engagements
- Quality Assurance
- Client Relationships
- Business Development
- Team Leadership
- Coaching
- Mentoring
- Conflict Resolution
- Project Management
- Workflow Management
- Karbon
- TaxCycle
- Microsoft Word
- Microsoft Excel
- QuickBooks
- Accounting Systems
- Client Service
- Professional Development
- Tax
- Assurance
- Advisory Services