columbus financial advisory coach Jobs – 15 Openings This Week

Manager, Tax and Accounting
Freeman & Lourenco LLP —Oshawa, ON
- $90,000–$110,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Research
- Dental care
- Vision care
Quick apply
Director of Internal Controls
Pala Interactive Canada —North York, ON
- $100,000–$130,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Dental care
Quick apply
11d
Director of Resident Care
Yee Hong Centre for Geriatric Care —Scarborough, ON
- $60.17–$70.80 an hour
- Full-time
- CPR Certification
- Nursing
- Customer service
Quick apply
Senior Officer, Administration - Specialized Lending
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $69,956–$87,445 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Profit sharing
Quick apply
Senior Manager Workforce Management
Questrade Financial Group —Toronto, ON
- $140,000–$165,000 a year
- Full-time
- Hybrid work
- Bilingual
- PMP
- Engineering
Quick apply
Senior Analyst, IT & Cyber Governance, Risk & Control
Questrade Financial Group —Toronto, ON
- $96,000–$120,000 a year
- Full-time
- Hybrid work
- Computer Science
- No university degree
- IT
Quick apply
6d
Drinking Water Treatment Manager
AECOM —Markham, ON
- $150,000–$200,000 a year
- Full-time
- Hybrid work
- Doctoral degree
- PMP
- Engineering
- Employee stock purchase plan
- Dental care
People & Values Business Partner
Riverside Natural Foods Ltd. —North York, ON
- $95,000–$115,000 a year
- Human resources
- Profit sharing
- Tuition reimbursement
Quick apply
Property Manager
CAN ASA-Jones Lang LaSalle Real Estate Services, Inc. —North York, ON
- $83,000–$100,000 a year
- Full-time
- Customer service
- Analysis skills
- Project management
Quick apply
6d
Tax Manager
Williams & Partners —Markham, ON
- Microsoft Office
- Master's degree
- Analysis skills
Manager, Audit & Assurance
Baker Tilly KDN LLP —Lindsay, ON
- $91,000–$115,000 a year
- Overtime
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
- Wellness program
- Dental care
Quick apply
Senior Manager, Canadian Corporate Tax
MNP —Markham, ON
- $100,000–$150,000 a year
- Quality Control
- Accounting
- Leadership
Manager, Canadian Corporate Tax
MNP —Markham, ON
- $80,000–$130,000 a year
- Quality Control
- Accounting
- Leadership

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Manager, Tax and Accounting

Freeman & Lourenco LLP
Oshawa, ON

Quick apply

Job details

Full-time

Benefits

Extended health care
Dental care
Vision care
On-site parking

Skills

Microsoft Word
Sage
Microsoft Excel
Financial auditing
Accounting software
Research
Chartered Professional Accountant
Analysis skills
Accounting
Customer relationship management
QuickBooks
Leadership
Communication skills

Full job description

About Us: Freeman & Lourenco LLP is a well-established accounting firm based in Oshawa, ON, with over 45 years of experience. We specialize in providing tax, accounting, assurance, and consulting services to small and medium-sized businesses, individuals, and not-for-profit enterprises in the Durham region and across Ontario. As our firm continues to expand, we are seeking an experienced Manager to join our team. The successful candidate will play a key role in managing client relationships, reviewing tax and assurance work, supervising staff, and supporting the delivery of high-quality tax, accounting, assurance, and advisory services.

Job Requirements and Skills:

Chartered Professional Accountant (CPA) designation required, or near completion with significant public practice experience.
5+ years of experience in public practice, including supervisory, review, and client management experience.
Very strong experience preparing and reviewing Personal Tax (T1) returns across a wide range of profiles, including employment and self-employment income, rental properties, investments, capital gains, owner-managers, deceased or terminal returns, and other complex personal tax situations.
Strong working knowledge of Corporate Tax (T2), Trust Tax (T3), and related tax and regulatory filings, including T4, T5, T5018, HST, EHT, WSIB, and similar forms.
Experience managing audit and review engagements from planning through completion, including file documentation, staff supervision, financial statement review, and partner wrap-up.
Strong knowledge of CSRS 4200 compilation engagements, CSRE 2400 review engagements, Canadian Auditing Standards (CAS), Accounting Standards for Private Enterprises (ASPE), and accounting standards for not-for-profit organizations (ASNPO), as applicable.
Proficiency with accounting, tax, and assurance software such as Caseware, Cantax, QuickBooks, and Sage 50 (Simply Accounting). Experience with other accounting and tax software is also considered an asset.
Proficient in Microsoft Word and Excel.
Strong analytical, problem-solving, technical research, and professional judgment skills.
Exceptional verbal and written communication skills, with the ability to explain tax and accounting matters clearly to clients and staff.
Proven leadership abilities, including the ability to coach, train, and review the work of junior and senior staff.
High level of integrity, professionalism, attention to detail, and organizational ability.
Ability to manage multiple deadlines, budgets, and priorities, particularly during tax season and engagement deadlines.
Ability to work independently with minimal supervision, as well as collaboratively with partners and team members.
Ability to work from the Oshawa office and attend client sites as required.

Responsibilities:

Manage personal tax season workflow, including preparation, detailed review, and quality control of T1 returns.
Review and, where required, prepare T2, T3, T4, T5, T5018, HST, EHT, WSIB, and other tax or regulatory filings.
Manage audit and review engagements for private enterprises and not-for-profit clients, including planning, fieldwork supervision, issue resolution, file review, financial statement review, and completion of engagement documentation.
Lead and review CSRS 4200 compilation engagements (Notice to Reader) for small to large private entities.
Identify, analyze, and resolve accounting, assurance, and tax issues, and raise significant technical matters with partners on a timely basis.
Apply working knowledge of ASPE, ASNPO, CAS, CSRE 2400, CSRS 4200, and applicable tax legislation.
Act as a primary point of contact for assigned clients, respond to client questions in a timely and professional manner, and develop strong relationships with client management.
Supervise, train, and mentor staff and senior accountants; review work, provide feedback, and support team development.
Manage engagement budgets, deadlines, scheduling, and workflow to ensure high-quality work is delivered on time.
Set up files for new clients, assist newly incorporated businesses, and provide accounting software support to clients where required.
Identify opportunities for tax planning, advisory services, and process improvements for both clients and the firm.
Contribute to the development of new ideas and approaches to improve firm processes, quality control, and client service.
Perform ad hoc tasks and support partners with practice management matters as assigned.

Compensation and Benefits:

Competitive manager-level salary will be determined based on experience, qualifications, and industry standards.
Health and dental benefits.
Reimbursement for approved Continuing Professional Education (CPE) hours and professional development.
Supportive small-firm environment with direct client exposure, leadership opportunities, and partner interaction.

Application Process: Please email your resume to [email protected]. Successful applicants will be contacted for an interview.

We look forward to reviewing your application and potentially welcoming you to our team at Freeman & Lourenco LLP!

Pay: $90,000.00-$110,000.00 per year

Benefits:

Dental care
Extended health care
On-site parking
Vision care

Work Location: In person

Quick apply

Refine Your Search

financial advisory coach jobs in columbus

Manager, Tax and Accounting

Director of Internal Controls

Director of Resident Care

Senior Officer, Administration - Specialized Lending

Senior Manager Workforce Management

Senior Analyst, IT & Cyber Governance, Risk & Control

Drinking Water Treatment Manager

People & Values Business Partner

Property Manager

Tax Manager

Manager, Audit & Assurance

Senior Manager, Canadian Corporate Tax

Manager, Canadian Corporate Tax

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