Manager – Financial Services – Richmond Hill

  • Company:
    Herb Joy Enterprises
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    4 hours ago
  • Category:
    Finance and Insurance

Job Description

Herb-Joy Enterprises, a professional firm which specializes in the provision of back office finance and accounting support services for small owner-managed businesses, is currently seeking a Manager – Financial Services to join our financial services team. Based in Richmond Hill, Ontario, we have been providing payroll processing, tax returns preparation, insurance administration, and finance and accounting services to our clients in the USA and Canada since 1985.

Reporting to the CEO, the Manager – Financial Services will work closely with clients and their bookkeepers in compiling their tax returns. This job will appeal to candidates who are interested in public practice as part of their career path.

Key Accountabilities of the Manager – Financial Services:

  • Compile financial statements from QuickBooks data provided by clients.
  • Review key general ledger accounts for accuracy and reasonableness.
  • Provide financial statements to and assist external CPA to prepare tax returns for clients.
  • Research tax matters when needed, including U.S. and Canadian corporate income taxes, finance, sales and commodity taxes.
  • Dissolution of client corporations.
  • Prepare and file client sales tax returns.
  • Supervise and review work done by junior staff.
  • Other duties as assigned from time to time.

Qualifications and Attributes of the Manager – Financial Services:

  • A professional accounting designation, or in the latter stage of obtaining one.
  • Minimum of three (3) years of related work experience.
  • Good knowledge of Excel, QuickBooks.
  • Knowledge of US and Canadian corporate taxes is preferred.
  • Excellent command of English.
  • Able to work independently or in a team setting, and meet stringent deadlines.
  • Ability to work independently with minimal supervision.


Please reply with a copy of your resume and a cover letter including your expected starting salary range.



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