ZipRecruiter

Log In

1

Manager In Client Accounting Services Jobs in Surrey, BC

PEL

Manager (Accounting & Tax)

Burnaby, BC · On-site

CA$100K - CA$130K/yr

... tax and advisory services to owner-managed businesses. The successful candidate will be an ... client's business. * Identify and resolve common accounting and tax issues that arise in owner ...

Delta Controls

Accounting Manager

Surrey, BC · Hybrid

In addition, the Accounting Manager supervises the Accounts Receivable and Accounts Payable teams ... Internal Recognition & Service Awards * Employee Referral bonuses * Transit accessible with free ...

previous pagenext page

Showing results 21-40

All JobsIn Client Accounting Services JobsManager In Client Accounting Services JobsManager In Client Accounting Services Jobs in Surrey, BC

Manager In Client Accounting Services information

What is a manager in client accounting services?

A Manager in Client Accounting Services is a professional who oversees accounting operations for clients, often within an accounting firm or financial services company. They manage a team responsible for tasks such as bookkeeping, financial reporting, payroll, and compliance. Their role includes ensuring accuracy and timeliness of financial information, consulting clients on best practices, and maintaining strong client relationships. These managers also coordinate with other departments to deliver comprehensive financial solutions tailored to each client's needs.

How does a manager in client accounting services typically collaborate with clients and internal teams?

A Manager in Client Accounting Services serves as a key liaison between clients and the firm’s accounting staff. They regularly communicate with clients to understand their business needs, address concerns, and deliver tailored financial solutions. Internally, they coordinate with accountants, bookkeepers, and tax specialists to ensure accurate and timely completion of client deliverables. Strong interpersonal and project management skills are essential, as the role often involves balancing multiple client accounts and mentoring junior team members.

What are the key skills and qualifications needed to thrive as a manager in client accounting services, and why are they important?

To thrive as a Manager in Client Accounting Services, you need strong accounting expertise, solid analytical skills, and typically a CPA or equivalent qualification. Familiarity with accounting software such as QuickBooks, Xero, or ERP systems, as well as experience in financial reporting and compliance, is essential. Excellent leadership, client relationship management, and communication skills help you lead teams and build client trust. These abilities are critical for delivering accurate financial services, meeting client expectations, and ensuring regulatory compliance.

What is the difference between Manager In Client Accounting Services vs Bookkeeper?

AspectManager In Client Accounting ServicesBookkeeper
CredentialsTypically requires a CPA, accounting degree, or relevant certificationsOften requires basic bookkeeping certifications or high school diploma
Work EnvironmentManages client accounts, supervises staff, and interacts with clients in an accounting firm or departmentPerforms day-to-day transaction recording, often in an office or remotely
ResponsibilitiesOversees financial statements, reconciliations, and client reportingRecords transactions, maintains ledgers, and processes invoices

The Manager In Client Accounting Services typically holds advanced credentials and oversees complex accounting functions, while a Bookkeeper handles routine transaction recording. The manager role involves supervision and client interaction, whereas bookkeeping is more focused on data entry and record maintenance.

What are popular job titles related to Manager In Client Accounting Services jobs in Surrey, BC?

For Manager In Client Accounting Services jobs in Surrey, BC, the most frequently searched job titles are:

What job categories do people searching Manager In Client Accounting Services jobs in Surrey, BC look for?

The top searched job categories for Manager In Client Accounting Services jobs in Surrey, BC are:

Manager In Client Accounting Services jobs near you

Manager (Accounting & Tax)

PEL

Burnaby, BC • On-site

CA$100K - CA$130K/yr

Full-time

Medical, Dental, PTO

Re-posted 6 days ago

Job description

Job description 

Are you looking to gain real-world hands-on experience with one of the fastest-growing CPA firms in the province? If so, we invite you to apply to join our team at PEL Chartered Professional Accountants. We are seeking an enthusiastic and experienced full-time Manager to be part of our dynamic firm and contribute to our mission of delivering exceptional accounting, tax and advisory services to owner-managed businesses. The successful candidate will be an individual who is excited to join a growth-oriented, fast-paced firm and build strong long-term relationships with clients. 

Who We Are 

Our firm is led by a small group of relatively young partners that take a hands-on approach to helping clients solve problems.   Our leadership group aims to bring best practices from their seasoned experience with the big-four and Canada’s Premier Tax Law Firm to the firm. 


We support a diverse and interesting range of clients, including real estate and construction, professional services, technology, start-ups, not-for-profits, wholesale and distribution, manufacturing and high-net-worth individuals. Our firm offers a small and supportive team environment with lots of opportunity for development and growth — our team is a mix of employees who have recently qualified for or are working towards their CPA designation and employees who have been with us for 10+ years!

Responsibilities 

  • Act as the primary point of contact for a portfolio of owner-managed business clients, building strong client relationships and providing practical day-to-day guidance.
  • Manage compilation and corporate tax compliance files from planning through completion, including coordinating information requests, timelines, budgets and client communication.
  • Review working papers, financial statements, corporate tax returns (T2s) and related schedules for accuracy, completeness and consistency with the client’s business.
  • Identify and resolve common accounting and tax issues that arise in owner-managed business files, including shareholder loans, payroll matters, GST/PST/WCB considerations, dividends, salaries, instalments and year-end planning matters.
  • Provide basic tax planning and advisory support for clients, and involve the firm’s tax specialists when a matter requires more advanced tax planning or technical analysis.
  • Develop an understanding of each client’s business, key risks and opportunities to deliver added value through timely advice and clear communication.
  • Monitor file progress in relation to budgets, WIP, due dates, billing and collections, and communicate proactively with partners and clients where issues arise.
  • Mentor, motivate and coach junior/intermediate team members towards professional and personal development by setting clear expectations, providing feedback and training.

Skills and Experience 

  • CPA (Canadian) designation.
  • 4+ years of relevant, progressive experience at a public accounting firm.
  • Experience managing and reviewing compilation and corporate tax compliance files for owner-managed businesses.
  • Strong working knowledge of Canadian corporate tax compliance, including T2 corporate tax returns and related schedules.
  • Ability to identify common owner-managed business tax planning opportunities and client issues; advanced tax planning experience is not required.
  • Strong client communication skills, including the ability to explain accounting and tax matters clearly to business owners and high-net-worth clients.
  • Proven ability to multi-task and meet competing deadlines while maintaining attention to detail.
  • Proven people management, coaching and relationship-building skills.

Benefits: 

  • Casual dress
  • Dental care
  • Extended health care
  • On-site gym
  • On-site parking
  • Paid time off
  • Work from home

Schedule: 

  • Monday to Friday

Ability to commute/relocate: 

  • Burnaby, BC V5C 5T5: reliably commute or plan to relocate before starting work (required). This is an in-office role. 

Education: 

  • Bachelor's Degree (required)

Experience: 

  • Public accounting: 5 years (required)
  • Owner-managed business client files: 5 years (preferred)

Licence/Certification: 

  • Chartered Professional Accountant (required)