Accounting and Client Relations Manager
Industry
Accounting & Finance
Location
Nova Scotia
Accounting and Client Relations Manager
Halifax, NS
Reference # HL-PIB-8952
Pivot Bookkeeping is a growing and subscription based cloud platform helping business owners navigate their finances and year-round tax reporting. We are excited to be working with them as we seek a detail-oriented and experienced accounting professional to join our team as an Accounting and Client Relations Manager. This role is ideal for someone who thrives in a client-focused environment, has strong technical expertise in accounting and tax, and enjoys mentoring team members while driving process improvements and business success.
Key Responsibilities Include:
Bookkeeping & Financial Reporting
The ideal candidate will possess:
Why join Pivot?
To express interest in this opportunity please apply online by clicking “Apply Now” below:
For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.
Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.
To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.
Halifax, NS
Reference # HL-PIB-8952
Pivot Bookkeeping is a growing and subscription based cloud platform helping business owners navigate their finances and year-round tax reporting. We are excited to be working with them as we seek a detail-oriented and experienced accounting professional to join our team as an Accounting and Client Relations Manager. This role is ideal for someone who thrives in a client-focused environment, has strong technical expertise in accounting and tax, and enjoys mentoring team members while driving process improvements and business success.
Key Responsibilities Include:
Bookkeeping & Financial Reporting
- Prepare accurate month-end, quarter-end, and year-end adjustments in compliance with ASPE, ASNPO, and GAAP.
- Assist auditors and reviewers by providing complete and accurate client documentation.
- Maintain trust accounting records and ensure compliance with regulatory requirements.
- Continuously improve internal procedures to reduce risk and enhance efficiency.
- Perform cost allocations and ensure accurate financial data management.
- File corporate and personal tax returns, GST/HST remittances, payroll remittances, and T-slips on time.
- Respond to CRA audits/reviews and resolve discrepancies or inquiries.
- Advise on corporate tax structures and owner compensation strategies (salary vs. dividend).
- Maintain a basic understanding of luxury tax regulations.
- Explain financial statements (Balance Sheet, Income Statement, Cash Flow) to clients in clear, simple terms.
- Identify trends and discrepancies through ratio analysis and recommend improvements.
- Support clients with budgets, projections, and cash flow management.
- Conduct P&L analysis, including sales by service and project profitability.
- Liaise with banks and lenders to meet requirements and provide strategic financial insights.
- Utilize QBO, Dext, and Karbon for accounting and workflow management.
- Work with industry-specific software to extract and analyze financial data.
- Leverage advanced Excel skills for reporting and analysis.
- Oversee a portfolio of clients, ensuring accuracy and compliance with GAAP.
- Mentor and support junior accountants, reviewing work and ensuring timely progress.
- Maintain strong client relationships through proactive communication and exceptional service.
The ideal candidate will possess:
- CPA designation, in the process of or interest in completing would be considered a strong asset.
- Bachelor’s degree in Accounting, Finance, or Business Administration – or a relevant combination of education and experience.
- Minimum 5+ years of progressive accounting experience, including tax and financial reporting.
- Strong knowledge of ASPE, ASNPO, GAAP, and corporate tax structures.
- Proficiency in QBO, Dext, Karbon, and advanced Excel are strong assets
- Exceptional attention to detail and accuracy.
- Strong time management and organizational skills.
- Critical thinking and problem-solving ability.
- Excellent communication and interpersonal skills.
- Ability to foster positive client relationships and work collaboratively within a team.
Why join Pivot?
- Opportunity to work with a diverse client base and make a meaningful impact.
- Collaborative team environment with professional growth opportunities.
To express interest in this opportunity please apply online by clicking “Apply Now” below:
For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.
Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.
To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.
