Supervisor 1, Private Client Service
Core
Supervise and support the delivery of financial reporting, tax, and review engagements for middle-market clients in Canada.
Role type
Senior IC Private Client Service Supervisor
Builds
Compilation and review engagements, Canadian corporate tax returns, financial statements
Domain
Accounting, Tax, Financial Reporting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial statement preparation, Canadian tax compliance (T2), Variance analysis, Ratio analysis, Cash flow statement preparation, Consolidated financial statements, ASPE/IFRS/GAAP application, Technical review, Team supervision, Engagement management, Resource planning
Preferred skills
CA/ACCA/CPA qualification, Mentorship, Process improvement, International coordination
Technologies
Internal review and compilation methodologies, Engagement management systems
Responsibilities
Prepare bookkeeping records and financial statements for compilation and review engagements; Prepare Canadian corporate income tax returns (T2); Perform financial analysis including variance, ratio, and YoY analysis; Apply technical knowledge of ASPE, IFRS, and GAAP; Perform first-level technical reviews for compilation engagements; Supervise, coach, and review work of Senior Associates and Associates; Monitor engagement progress, budgets, and timelines; Manage smaller engagement clusters and facilitate cluster calls.
Seniority
Senior, hands-on IC
