Manager, Financial Reporting & Insights (Kelowna)

Your Opportunity

BDO Canada is seeking a Manager to join our Financial Reporting & Insights (FR&I;) team. This group provides high-quality accounting and financial reporting services for privately held businesses, including compilations, financial statements, and corporate and personal tax compliance.

Key Responsibilities

• Manage and oversee financial reporting and compilation engagements, ensuring timely, accurate, and high-quality deliverables.
• Review and prepare working paper files, financial statements, and corporate and personal tax returns, providing hands‑on support where needed.
• Provide technical guidance and leadership to team members, ensuring files meet firm and professional standards.
• Manage project timelines, budgets, and staff assignments to meet client deadlines efficiently.
• Maintain strong, positive client relationships and identify opportunities to improve service delivery and client experience.
• Support the team’s continued adoption of digital tools and process enhancements to drive efficiency and quality in engagement execution.

Success Criteria

• Demonstrate BDO's core values through all aspects of your work: Integrity, Respect & Collaboration.
• Understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
• Identify, recommend, and focus on effective service delivery to your clients.
• Share in an inclusive and engaging work environment that develops, retains, and attracts talent.
• Grow your expertise through learning and professional development.
• Actively participate in the adoption of digital tools and strategies to drive an innovative workplace.

Experience and Education

• CPA designation required.
• Minimum 2-3 years of experience in a Manager role within public accounting, focused on compilations and tax compliance.
• Strong experience in compilation engagements and financial reporting for private enterprises.
• Experience preparing or reviewing corporate and personal tax returns is required.
• Proven ability to manage multiple priorities in a fast-paced, client-focused environment.
• Proficiency with Caseware, Sage, QuickBooks, and Excel; experience leveraging technology to streamline work is an asset.

Salary

Salary range: $76,000-$126,000.

Flexibility

All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our blended approach is designed to support the flexible needs of our people, the firm, and our clients.

EEO and Diversity Statement

We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.