CPA Manager

CPA Manager

Location:
Burkett & Co. Chartered Professional Accountants
Suite 200, 3561 Shelbourne Street
Victoria, BC, V8P 4G8
Canada

Burkett & Co. Chartered Professional Accountants is a Victoria-based firm providing accounting, tax, and advisory services to small and medium sized businesses as well as high-net-worth individuals and their families. The CPA Firm is a member of the Burkett Group of Companies that also provides investment management and family office services to high-net-worth and ultra-high-net-worth households. We pride ourselves on developing deep relationships with clients, characterized by trust and reliability.

Our purpose at Burkett & Co. is to empower our clients to achieve their business and personal financial goals. We strive to develop our experience and knowledge of the latest financial reporting, financial and estate planning and Canadian tax strategies. We turn our knowledge into value for our clients through our pro-active approach to providing comprehensive and innovative solutions. Among our Core Values are teamwork and a commitment to excellence.

We are seeking a CPA Manager to join Burkett & Co.’s talented team. The successful candidate will reflect our firm’s core values while providing high level managerial support to all members of our team as well as our clients. The successful candidate will be able to understand complex accounting and tax concepts and enjoy being a technical resource for clients and the firm. This is a full-time position reporting directly to the partners.

Key Responsibilities

· Manage a portfolio of clients primarily consisting of private companies, owner-managed businesses, trusts, and high-net-worth individuals

· Work closely with the partners to help implement tailored tax planning strategies, including financial planning, corporate reorganizations, estate freezes, succession planning, and trust structuring

· Help identify opportunities for tax planning and work with partners and clients to align tax strategies with broader financial and family goals

· Review corporate, personal, and trust tax returns prepared by junior staff; ensure quality control and compliance with current tax legislation

· Review year-end compilation engagements prepared by junior staff; ensure compliance with system of quality management (SoQM) and CSRS 4200

· Support clients with CRA reviews, review tax election forms, and other supplemental tax filings

· Collaborate with internal and external professionals (e.g., legal, investment management, banking, insurance advisors) to deliver integrated solutions

· Act as a main point of contact for clients, building long-term, trusted relationships

· Mentor and develop junior team members through training, coaching, and formal review processes

· Stay up to date on changes in Canadian tax law and regulatory developments affecting private entities and individuals

Job Requirements

· Canadian CPA designation

· Registration in In-Depth Tax Course is highly valued but not required

· Minimum 4+ years of progressive experience in Canadian public practice, with a focus on compilations, tax compliance, and tax planning for private corporations and high-net-worth individuals

· Strong technical knowledge in Canadian corporate and personal tax, with some exposure to trust and estate planning, and corporate reorganizations

· Experience with closely held business groups, investment holding companies, and some exposure to intergenerational wealth planning

· Excellent communication skills, both written and verbal, with an ability to present complex information clearly to clients

· Proven leadership and project management skills with the ability to manage multiple priorities

· Familiarity with Caseware, Taxprep, and cloud-based platforms is an asset

Job Type & Location:

· Full-time (Monday to Friday), on-site with flexibility to work from home on Fridays

· Victoria, BC: reliably commute or plan to relocate before starting work (required)

Benefits:

· Competitive salary ($90,000 - $110,000)

· Incentive program

· Professional development courses

· Comprehensive health and dental benefits

· RRSP matching, when eligible

· Opportunity to work closely with the Burkett Group’s investment management and family office services firms

· Opportunity to be a core member of a growing, entrepreneurial firm with long-term career potential

· A collaborative and flexible work environment that values both professional excellence and quality of life

· Close-knit office culture

If this opportunity sounds like a good fit for you, please submit your cover letter and resume.

We thank all applicants; however, only those selected for further consideration will be contacted.

Job Types: Full-time, Permanent

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

Benefits:

• Company events
• Dental care
• Extended health care
• On-site parking
• Paid time off

Work Location: In person