LONG TERM INCENTIVE Potential accelerated partnership track
THE PERKS
Standard Health Benefits
CPA Dues Support
CPA Program Support
Professional Development Support
Flexible Hours
LOCATION Airdrie, Alberta
THE OFFICE In-Office
TEAM SIZE Under 20-person team
THE ROLE A strategic accounting leader who will manage client relationships, oversee workflow, and provide mentorship to staff while working directly with the firm's managing partners to drive growth in the regional office.
File Management & Technical Oversight (50%)
Team Leadership & Development (30%)
Client Relationship Management (20%)
THE TASKS File Management & Technical Oversight
Manage approximately 1,800 annual tax returns and 300-500 corporate clients
Conduct high-level review of compilation financial statements and corporate tax returns
Ensure accuracy of tax planning and preparation for professional corporations and small businesses
Develop and implement quality control processes for technical accounting work
Provide advanced technical guidance on complex accounting and tax matters
Oversee tax strategies for diverse client base (50% farmers, 50% other industries)
Team Leadership & Development
Mentor senior accountants and managers, focusing on professional growth and skill development
Manage office administrative aspects, workflow, and resource allocation
Participate in recruiting and staff development initiatives
Conduct monthly performance reviews and create professional advancement strategies
Collaborate with firm leadership on office-wide standardization efforts
Client Relationship Management
Serve as primary point of contact for key client relationships
Develop personalized service approaches for diverse client portfolio
Identify and execute opportunities for service expansion and client growth
THE COMPANY A rapidly growing accounting firm with a proven track record of professional development and internal promotion that maintains the personal connection of a small-town practice while providing opportunities typically found only at large national firms.
THE OPPORTUNITY Join a dynamic, entrepreneurial team where your contribution directly impacts the firm's growth and your career trajectory. For an ambitious accountant seeking autonomy, mentorship from experienced partners, and a clear path to partnership without the rigid hierarchy of larger firms, this position offers the perfect blend of challenging client work and leadership development in a supportive environment.
THE EXPECTATIONS TIMELINE By Month 1
Comprehensively understand existing office processes and client base.
Build strong relationships with team members.
Review current workflow and identify initial improvement areas.
Familiarize with firm's technical standards and practices.
Develop initial understanding of office-specific challenges.
By Month 3
Establish strong mentorship connections with team.
Begin implementing process improvement strategies.
Develop deeper understanding of client needs and opportunities.
Start developing standardization approaches.
Initiate conversations about long-term office growth strategies.
By Month 6
Significant team development progress achieved.
Standardized workflows implemented across office functions.
Measurable improvements in file accuracy and client satisfaction evident.
Growth opportunities identified and executed.
Strategic relationships within the broader firm established.