JOB DESCRIPTION
Role                Team Manager
Reports To    Principal
Location        Tillsonburg and Delhi, Ontario
 
ABOUT BNG
 
The Bossy Nagy Group (BNG) is a highly qualified and committed team of Chartered Professional Accountants, non-designated accountants, accounting students and administrative professionals who share a goal and a purpose:  to help our clients build better businesses.  BNG offers a wide range of assurance and business advisory services from three offices in Southwestern Ontario:  Tillsonburg (head office), Delhi and Woodstock. 
 
BNG is recognized as a leader in the accounting and business coaching field by major banks, other financial institutions and accounting firms and, most importantly, by our clients.  Using proprietary processes and keeping a strong focus on results, we help our clients discover their strengths and make the most of business opportunities.
 
SUMMARY OF DUTIES
 
The Team Manager holds a key leadership position at BNG.  Reporting to the Principal, the Team Manager is responsible for managing a team of accounting resources to deliver exceptional assurance and business advisory services to our clients. The Team Manager is responsible for resource planning, workflow management, training, team member development and conducting First Reviews.
 
CORE DUTIES
Compliance Services

• Understand, contribute to and execute the strategic direction of BNG
  • Ensure all assignments are completed in accordance with BNG’s and CPA’s standards and guidelines
  • Remain current with evolving accounting standards and ensure all Team Members abide by the relevant CPA standards

• Manage workflow. Plan, allocate resources to, and manage the activities associated with all assigned client engagements
  • Apply internal standards for quality, file preparation processes and client service
• Manage the First Review and T1 processes for all assigned client files

 
Reliance Services

• Identify the client’s need for Reliance / Business Advisory Services (e.g. Trust, Estate Planning, Taxation, Business Plans, Cash Flow, etc.) and recommend these services to the Client Manager

Client Relations

• Serve as a trusted advisor by helping clients to eliminate their dangers, take advantage of their opportunities and build upon their strengths
• Continually seek opportunities to create wealth for clients by helping them build better businesses
• Ensure the quality of BNG’s work is exceptional and always delivered on time and on agreed terms
• Foster a positive, supportive and professional work environment in which everyone is treated with dignity and respect.

 SKILLS AND EXPERIENCE
 

University Degree in business administration or management CPA with a minimum of 5 years experience in public accounting Prior experience as a Manager in a public accounting firm is a strong asset Proven track record of leadership Strong project management skills and experience