The Role
Lead corporate accounting engagements, review year-end files, ensure quality and deadlines, mentor accounting teams, manage client relationships, and drive business growth through referrals and new-client development. The role also involves client communication, workflow management, coaching, continuous improvement, and occasional travel for client meetings and events.
Summary Generated by Built In
Lead the work, grow the team, and build the relationships
Axon is a CPA firm built around the relationship. Formed when Ignite CPA and Best Roest & Co. joined forces, Axon provides accounting, tax, assurance, and advisory services to businesses and individuals across Lethbridge and Southern Alberta. Our partners bring decades of collective experience from major global accounting firms, and our values are simple: be Adaptable, be Xenial (build authentic connections), take Ownership, and keep Navigating Growth together.
We believe people do their best work when they're trusted to use their judgment, take ownership, and contribute their ideas. As a Senior Manager, you'll play a key part in driving growth for our clients, our team, our firm, and your own professional development. You'll develop solutions with clients and co-workers through collaborative debate and discussion, and work across a variety of engagements with tight deadlines, always with an emphasis on the client experience, team growth, and shared success.
What you'll do
Technical Expertise & Quality Assurance
- Peer review corporate year-end files, working with our Client Concierge
- Complete detailed reviews of corporate year-end files, following our consistent process
- Lead compilation and review engagements
- Deliver on the deadlines we promise to clients
- Mentor others to improve quality and efficiency
Communication & Client Relationships
- Respond to client requests, questions, and suggestions in a timely manner
- Adapt your approach to each client's needs and preferences
- Foster a positive relationship between clients and their team
- Build long-lasting relationships with existing and new clients
Leadership & Mentorship
- Lead, mentor, and coach our Client Managers and team members to grow their technical abilities
- Engage in team training and invest in others' professional development
- Lead by example and jump in where needed
- Keep growing your own knowledge to better serve clients and guide the team
- Be an engaged part of a positive culture
Business Growth
- Listen for pain points in current client relationships and provide solutions
- Identify further opportunities with existing clients
- Ask for and follow up on referrals from current clients
- Develop new business by reaching out to prospects
Requirements
Qualifications
- Bachelor's degree in business, finance, or a related field
- Valid CPA designation
- 5+ years of experience in accounting/financial management
- Proficiency with computerized accounting systems; experience with Karbon and TaxCycle preferred
- Excellent working knowledge of Microsoft Word, Excel, and QuickBooks
Skills & Competencies
- Leadership, team development, coaching, mentoring, and conflict resolution
- Client relationship management and the ability to build strong client and internal relationships
- Strong organizational, time management, and prioritization skills, with the ability to manage multiple engagements and competing priorities
- Project and workflow management
- Strong problem-solving, decision-making, critical thinking, and analytical skills
- Strong verbal and written communication skills
- Sound judgment, professionalism, and accountability
- Commitment to continuous improvement and client service excellence
Working Conditions
- Primarily office-based, depending on business needs
- Frequent interaction with employees, clients, vendors, and business partners
- Regular attendance at leadership, operational, and client meetings
- Occasional travel for client meetings, conferences, or organizational events
- Fast-paced environment with competing priorities and deadlines
The posting will remain open until a suitable candidate is chosen. Only those selected for an interview will be contacted.
Skills Required
- Bachelor's degree in business, finance, or a related field
- Valid CPA designation
- 5+ years of experience in accounting or financial management
- Proficiency with computerized accounting systems
- Experience with Karbon and TaxCycle
- Excellent working knowledge of Microsoft Word, Excel, and QuickBooks
- Leadership, team development, coaching, mentoring, and conflict resolution skills
- Client relationship management skills
- Strong organizational, time management, and prioritization skills
- Project and workflow management skills
- Strong problem-solving, decision-making, critical thinking, and analytical skills
- Strong verbal and written communication skills
- Sound judgment, professionalism, and accountability
- Commitment to continuous improvement and client service excellence
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The Company
What We Do
UpSourced HR is a Lethbridge, Alberta-based human resources consulting firm focused on helping organizations build better workplaces. Founded to help businesses manage their people without the overhead of a full-time HR department, it provides fractional and outsourced HR support, recruitment, compliance guidance, audits, workplace investigations, policy development, compensation strategy, performance and talent management, employee engagement, and organizational development services.
