Supervisor 1, Private Client Service

Job Responsibilities

• Key responsibilities as outlined in the job summary include executing core functions of the Supervisor role, contributing to team objectives, maintaining quality standards, and supporting client service delivery.
• Minimum Qualifications:
• Bachelor's degree in Commerce, Accounting, Finance, or related field.
• Non-Qualified: 6+ Years of relevant experience.
• CA Qualified + 4 years relevant experience, ACCA/CPA qualified + 5 years relevant experience.
• Prepare bookkeeping records and financial statements for compilation and review engagements.
• Prepare Canadian corporate income tax returns (T2) and ensure compliance with relevant tax regulations.
• Perform financial analysis, including variance analysis, ratio analysis, year-over-year (YoY) analysis, and cash flow statement preparation for review engagements.
• Prepare consolidated financial statements in accordance with applicable accounting standards.
• Apply technical knowledge of ASPE, IFRS, and GAAP to ensure accurate and compliant financial reporting.
• Perform first-level technical reviews for compilation engagements and in-charge reviews for review engagements.
• Collaborate closely with engagement partners and managers to deliver high-quality client engagements.
• Monitor engagement progress, budgets, timelines, productivity, and work plan adherence.
• Identify and proactively escalate delivery risks, delays, client dependencies, and resource constraints.
• Supervise, coach, and review the work of Senior Associates and Associates across Canadian R&C engagements.
• Provide constructive feedback, mentorship, and development opportunities to support team growth and performance.
• Foster a collaborative and high-performing team environment focused on service excellence.
• Partner with Canada-based engagement teams and clients to facilitate effective communication and information flow.
• Follow up on outstanding requests, resolve open items, and ensure timely completion of deliverables.