TITLE
Associate Partner, Public Accounting - ON

SALARY RANGE
$130,000 - $170,000

CASH BONUS
Discretionary revenue sharing

LONG TERM INCENTIVE
Potential accelerated partnership track

THE PERKS

• Standard Health Benefits
• CPA Dues Support
• CPA Program Support
• Professional Development Support
• Flexible Hours

LOCATION
Peterborough, ON

THE OFFICE
In-Office

TEAM SIZE
More than 15 people

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 (55%)
• Team Leadership & Development (30%)
• Client Relationship Management (15%)

THE TASKS
File Management & Technical Oversight

• Review corporate year-end financials, compilations, and tax returns for accuracy and compliance
• Lead technical file review for approximately 400 corporate clients
• Oversee personal tax review for 1300-1500 returns during tax season
• Coordinate with our overseas office on file preparation workflow
• Maintain quality control standards and ensure timely delivery to clients

Team Leadership & Development

• Mentor and develop accounting staff, focusing on skills advancement and career growth
• Manage workflow and resource allocation across multiple service lines
• Coordinate with partners on staff evaluations and performance reviews
• Foster a collaborative, small-town atmosphere while maintaining high professional standards

Client Relationship Management

• Build and maintain relationships with key clients in the region and surrounding areas
• Identify client needs and provide strategic business advice beyond compliance work
• Work with partners on succession planning opportunities for farming and small business clients

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.

EXPECTATIONS TIMELINE
By Month 1

• Begin building relationships with the team and key clients
• Gain understanding of office workflow and file management systems
• Learn the firm's approach to file review and quality control
• Start familiarizing yourself with the overseas office workflow process

By Month 3

• Take ownership of file review process for a portion of corporate clients
• Begin presenting monthly office performance to managing partners
• Establish rapport with staff and identify development opportunities
• Have a solid understanding of the client base and service offerings

By Month 6

• Manage complete review cycle for corporate and personal tax files
• Lead staff on process improvements and efficiency initiatives
• Begin taking ownership of client relationships
• Contribute to strategic discussions about office growth

By Month 12

• Fully manage regional office workflow independently
• Develop strong relationships with all key clients
• Advance team members through mentorship and coaching
• Begin discussions about partnership track and future leadership role

THE SKILL SET

• CPA designation with minimum 5-7 years of public accounting experience
• Leadership abilities with a talent for mentoring and developing others
• Business mindset with an entrepreneurial approach to practice management
• Excellent communication skills with both clients and team members