We’re looking for a Manager
Who we are
Our Why is to help small business owners succeed and have a better life - however each one defines it. We do this by helping them automate, streamline, and delegate their day-to-day back-office operations in a way that increases the accuracy, the timeliness, and ease-of-access to their financial information (and other business intelligence they need). The result? A business owner that has more time to focus on what they love, and that is better positioned to set goals and measure their progress towards reaching them.
We’re a small but growing team with big ambitions. You can expect lots of tech, flexible work arrangements, and to have a degree of involvement in big and small decisions. Our team members have different roles, but we don't have ranks; we treat each other respectfully. We offer competitive compensation, including a health benefit, and room to grow and develop.
You will be working from your home office, and you will have autonomy and flexibility over your schedule. You'll be provided a brand-new laptop along with everything else to operate efficiently (dual monitors, headset, docking station, webcam, etc.). And while we may be physically separate, we have daily team touch in on MS Teams, and you'll have a palette of tools to connect as needed with the rest of the team throughout the day, such as MS Teams (video, calls and messaging), Loom, Outlook and more.
As a Manager, you will bring the following skills, education and behaviours:
Education and experience
You have a Canadian CPA designation and at least three years of experience in a CPA public practice firm.
You have extensive experience working with CaseWare, the Office 365 suite, and professional tax programs. You are also proficient with cloud-based accounting software, such as Xero and QBO, and related ecosystem (e.g. Hubdoc, Wagepoint).
You are highly motivated, organized and a self-starter. You can remain focused, motivated and diligent in a virtual work environment. You can take initiative to ensure clients' delights, and to deliver high quality work that meets deadline. You willingly help other team members grow and achieve common goals. You possess high ethical standards, including honesty and integrity, which guides you in advising clients.
You're beyond comfortable with technology and basic IT security (e.g. password manager and MFA). You are interested (possibly even excited) by new applications to streamline your own work or that of the small business clients you work with. You can learn quickly, and you take a self-directed first approach to troubleshooting tech issues.
You can communicate in a "business casual" way, meaning you are clear, concise, personable, and conscientious about the level of jargon you use for your different audiences. You are well spoken, relatable and not camera shy (you'll be using Zoom and Loom a lot). You are happy to pitch in with developing the brand and with our marketing strategy, including drafting content for our blog and website.
You understand the foundation of a business' back offices: POS systems, invoices and collections; purchases, deposits and payments; payroll, timesheets and related filings & regulations; sales tax and related compliance; etc. You're not afraid to get your hands dirty assisting our clients and your other team member troubleshooting, streamlining, and automating those day-to-day tasks.
About the role
This is a permanent, full-time, salaried position with benefits that would start in early January 2021 at the latest.
Your primary responsibilities will include the following:
Take responsibility for the timely preparation, delivery and filing of financial statements (compilation only) and tax compliance (e.g. T2, T1, T4/T5, tax elections, etc.) This will include reviewing the work of other team members, as well as being involve in the preparation as necessary. It also encompasses identifying and researching tax opportunities and issues, as well as corresponding with CRA.
Oversee the work of our bookkeeping team to ensure punctual delivery of accurate monthly and quarterly filings and reports to clients, such as bank reconciliation, sales tax returns, interim financials, and such.
Assist with continuously improving processes for our team and our clients. This will include contributing to documenting the processes and implementing changes through sponsoring, training, and mentoring to other team members and clients.
Participate in our marketing efforts by drafting content such as blogs and guides. Contribute to raising awareness of our brand.
Commit to continuous professional development in areas relevant to our services, including technology, taxation, advisory services, and leadership.
The compensation will be between $60,000 and $80,000 depending on relevant experience and qualifications. We offer three weeks' vacation, a health spending account, cover professional dues and cost of professional development, and, as mentioned above, will provide you with a home office hardware package.
How to apply
While our head office are on Vancouver Island, BC, this is a remote-working position, and we welcome applicants from anywhere in Canada.
If your resume and cover letter showcase relevant skills, experience and qualifications, you'll be asked to first complete an online assessment which will include a one-way video presentation. From there, we will be in contact with those selected for an interview.
If you think you'd be a good fit and this looks like an exciting next step in your career,
email your cover letter & resume to