Assurance Manager

Job Description

Vortex Strategy & Recruitment is actively seeking an Assurance Manager for its client, a highly reputable and rapidly growing provincial accounting firm based in Montreal. The firm has over 200 employees and continues to expand.

Working closely with Directors and Assistant Directors, the Assurance Manager is responsible for delivering high-quality work to clients while supervising candidates pursuing the accounting profession. Leveraging their expertise, they are involved in more complex engagements such as audit and review mandates. This role evolves through three levels of proficiency, each with distinct expectations.

Your Role and Responsibilities

Prepare audit and review engagement files

• Be able to complete complex sections of an audit or review file with minimal supervision, e.g., NTR, taxes, long-term debt, or more complex areas (consolidated financial statements, rollovers, company liquidation).
• Be involved in engagement planning.
• Be responsible for the proper functioning of the team and the completion of the engagement.
• Follow up on outstanding items with the Director during the engagement.
• Provide support and feedback to interns under the Director’s supervision.
• Occasionally prepare recommendation letters regarding operations or internal controls.
• Be responsible for delivering a complete, high-quality file on time (meeting deadlines).
• Assist the Assistant Director and Director in their tasks (Level 3).
• Identify additional service opportunities with clients (Level 3).
• Coordinate the review of financial statements and respond clearly to Director comments.
• Supervise inventory counts.

Internal and External Communications

• Perform regular follow-ups with the Director and ensure that files progress properly and are completed within deadlines in a multi-engagement environment.
• Collaborate, as needed, with the Tax team and the Cloud Accounting Solutions (CAS) team.
• Communicate with tax authorities as part of ongoing engagements.
• Act as the main point of contact for clients during engagement preparation.
• Ensure effective information flow and act as a liaison between teams.
• Identify and resolve less complex to more complex issues (depending on level of proficiency) encountered during engagements.
• Propose potential solutions for more complex issues.

Meet Deadlines and Budgets

• Inform stakeholders of applicable deadlines and take necessary measures to ensure they are met.
• Participate in work allocation among team members.
• Manage the engagement time budget and notify the Director in case of overruns to obtain additional budget.
• Identify additional work that can be billed.

Participate in Special Engagements or Business Development

• Be involved in special engagements as needed.
• Identify key elements in files (e.g., tax attributes, loss utilization, etc.) and assist clients on-site.

Requirements

• Bachelor’s degree in Accounting (completed or in progress).
• Graduate Diploma in Professional Accounting or National Program (completed or in progress).
• Knowledge of and interest in International Financial Reporting Standards (IFRS).
• Proficiency in Microsoft Office.
• Proficiency in CaseWare/CaseView.
• Proficiency in TaxPrep.

Benefits

• Highly competitive salary based on your experience;
• Comprehensive and flexible group insurance program;
• Annual wellness allowance;
• Flex-time, flexible schedule, and flexible workplace: This flexibility is offered in various forms to maximize autonomy. Flex-time allows you to take time off accumulated during busier periods; flexible scheduling allows you to adapt your work hours to your personal routine; and flexible location allows you to choose where you work based on your personal needs while meeting operational requirements.
• 100% remote work if desired;
• Telemedicine;
• Social activities such as happy hours, BBQ lunches, outdoor days, tax season parties, game and quiz nights, raffles, etc.;
• And much more;