Accounting Manager / Client Services Manager

Career Choice represents the employer. We do not name our clients publicly; you will be told who it is before anything is shared with them.

This is a dual-function role managing a portfolio of owner-managed business clients while supervising and developing accounting staff. The position involves overseeing compilation and review engagements, reviewing corporate and personal tax returns, providing tax advisory services, and maintaining quality standards across client files.

What you will be doing

• Manage a portfolio of owner-managed business clients
• Review compilation and review engagements prepared by staff
• Review personal, corporate, partnership, and trust tax returns
• Provide year-end accounting and tax advisory services to clients
• Supervise, mentor, and develop junior through senior staff members
• Assist clients with tax authority matters and compliance issues
• Identify process improvements and opportunities to implement technology solutions

What the role requires

• 7+ years of progressive public accounting experience
• Strong experience with compilation and review engagements
• Experience reviewing personal, corporate, and partnership tax returns
• Proven leadership and staff mentoring experience
• Ability to independently manage client files from planning through completion

Designations

What your resume should make obvious

Screeners spend seconds on a first pass. For this role, these are the things worth putting where they will be seen.

• Specify the types of entities in your client portfolio: owner-managed businesses, professional practices, real estate holdings, or trusts
• Quantify your review responsibility: how many compilation or review engagements annually, and the complexity level
• Name the accounting software you use for engagements and tax preparation, particularly file management and tax return platforms
• Demonstrate supervisory scope: how many staff you mentor and at what levels
• Show ASPE reporting experience explicitly, ideally with the industries or entity types you've served
• Indicate your involvement in tax planning or advisory work beyond compliance

Where people in this role usually come from

Candidates typically come from public accounting practices where they have progressed from preparing engagements and tax returns to reviewing the work of others and managing client relationships. This role suits someone who has developed both technical competence in small business accounting and tax, and the ability to lead and develop staff.