Are you our next Manager?
 

The Role

You will be joining a growing online/virtual CPA firm that is one of the Canadian leaders in helping small businesses leverage the benefits of cloud-based technology. In your role as a Manager, you’ll be responsible for ensuring our clients are delighted with our services, as well as oversee and support other team members in delivering those services.   

Your role will be a permanent, full-time, salaried position with benefits.

  • You will be working from your home office, and you will have autonomy and flexibility over your schedule.
     

  • You will be provided a brand-new laptop along with everything else to operate efficiently (dual monitors, headset, docking station, webcam, etc.).
     

  • And while our team members may be physically separate, we have daily touch in on MS Teams, and you will 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), Zoom, Loom, Outlook and more.   
     

  • The compensation will be between $70,000 and $100,000 depending on relevant experience and qualifications, with participation in profit sharing and room for advancement. 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.

 

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.

About you

As a Manager, you will bring the following skills, education and behaviours:

 

Education and experience

Must have:

  • 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.

 

Nice to have:

  • You are proficient with cloud-based accounting software, such as Xero and QBO, and related app ecosystem (e.g. Hubdoc, Dext, Wagepoint).

  • You have worked in industry, or owned a business, and you are familiar with generating monthly and/or quarterly reports for management and business owners.

 

​Communication

​Must have:

  • You can communicate clearly, concisely, in a personable way, and adapt your communication style to your specific audiences, whether it be a senior investment advisor in a suit, or a farmer in gumboots.

  • You are well spoken, relatable and not camera shy (you'll be using Team, Zoom and Loom a lot).

 

Nice to have:

  • You can pitch in with developing the brand and with our marketing strategy, including drafting content for our blog and website.

 

Leadership

Must have:

  • You can remain focused, motivated and efficient in a work-from-home work environment.

  • You can take initiative to ensure clients' delights.

  • You are organized and can deliver high quality work within 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.

 

Technology

Must have:

  • You can learn quickly, and you take a self-directed first approach to troubleshooting tech issues.

 

Nice to have:

  • You are 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.

 

​Beyond Accounting

Must have:

  • 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.

 

Nice to have:

  • You understand the foundation of a business' back offices: POS systems, invoices and collections; purchases and payments; payroll, timesheets and related filings & regulations; sales tax and related compliance; etc. 
     

About Us

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 information 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 talk, 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 and willingly collaborate with each other.     
 

 

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 career@duncanandco.ca