Who We Are
We are a team of professionally designated accountants, advisors, dedicated staff, and professional consultants with a holistic approach to accounting; servicing Calgary, Edmonton, Red Deer, and expanding globally through our partnership with Russell Bedford International.
We believe in the value of relationships, not only with our clients but also within our team. We view every client relationship like a partnership and truly believe our success is a result of our commitment to this value.
Our Values include professional will and personal humility – in both work and in life. We aim to continue building a collaborative industry leading corporate culture directed by a self-motivated team that values precision, accuracy and efficiency, and a disciplined approach to its work.
Our firm was established in 1984 with the goal of providing clients customized financial accounting, assurance, and tax services. We’re committed to providing close, personal attention to our clients and have since expanded our offerings to provide them with comprehensive financial and tax solutions.
Our clients have the piece of mind knowing they are in the best hands, this is backed by our team’s advanced training, technical experience, and financial acumen. We stay on top of our business through continued investment in time and resources including professional continuing education, state-of-the-art computer technology and forging strong business partnerships within our centres of influence
Shajani CPA is a proud equal opportunities employer, and we are committed to creating a respectful, inclusive workplace that allows all our people to reach their full potential. We welcome all qualified candidates to apply and hope you will choose Shajani CPA as your employer of choice.
Tell Us Your Ambitions & We Will Guide You There!
Work with us
At Shajani CPA, we are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises — and we are looking for exceptional leaders to join us on this mission.
We are in search of a high-performing, inspiring, and technically excellent Client Manager (CPA) who is ready to help us deliver world-class professional services while building lasting relationships with our valued clients. You will be instrumental in shaping our tradition of unparalleled client service, employee development, and firm success.
At Shajani CPA, we are more than accountants —
“We ignite ambitions, build futures, and guide our clients toward lasting prosperity.”
You’ll be part of a dynamic team driven by a shared commitment to:
- Excellence without compromise
- Fulfillment through purpose-driven work
- Innovation in every service we deliver
- A deep respect for the trust our clients place in us
As a Client Manager, you will be entrusted to lead client engagements from start to finish, mentor your desk team, deliver trusted financial advice, and advance our mission of being the most trusted firm for Canadian family-owned businesses.
We are a collaborative, high-performing culture where:
- Client Managers coach and develop Accounting Technicians
- Quality and deadlines are non-negotiable
- Success is shared and celebrated across every level
- Your ideas, leadership, and growth matter
If you are a CPA ready to lead client relationships, produce exceptional results, and grow your career in a firm that values people first, then we invite you to build your future with Shajani CPA.
POSITION OBJECTIVE
The primary role of the Client Manager at Shajani CPA is to drive the firm’s success by delivering exceptional client service, achieving operational excellence, and fostering long-term client relationships.
The Client Manager leads client engagements from planning to completion, ensuring that time, quality, and profitability targets are consistently met. They serve as a trusted advisor to clients, identifying opportunities for growth, efficiency, and strategic improvement.
A successful Client Manager combines technical excellence, leadership, and a deep intellectual curiosity — proactively recognizing gaps, solving challenges, and delivering innovative solutions that help our clients and our firm thrive.
Qualifications:
- Bachelor’s degree in Accounting, Business, or Finance
- Chartered Professional Accountant (CPA) designation required
- Commitment to continuous professional development and excellence in client service
Knowledge, Skills & Experience (Essential):
- Minimum of three years of progressive professional accounting experience, with demonstrated technical proficiency
- Thorough knowledge of ASPE, CSRS 4200, corporate finance principles, and financial statement preparation
- Strong working knowledge of accounting and firm management software (e.g., CaseWare, iFirm, QuickBooks Online)
- High personal integrity with the ability to handle sensitive client and firm information with absolute confidentiality
- Advanced computer literacy including Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
- Proven teamwork and leadership skills, with the ability to mentor and develop team members
- Ability to understand client needs and proactively recommend appropriate services and solutions
- Strong organizational skills with the ability to manage multiple client relationships, deadlines, and file budgets
- Demonstrated success in managing upward to senior leadership and supporting firm operational goals
- Initiative, critical thinking, and a solution-oriented mindset, even under pressure
- Budget management experience with a track record of meeting or exceeding time, profitability, and quality targets
- Exceptional interpersonal and communication skills, with the ability to influence and work effectively with diverse stakeholders
- Commitment to professional ethics, Occupational Health and Safety (OH&S), and Equity, Diversity, and Inclusion (EDI) principles
Knowledge, Skills & Experience (Desirable):
- Experience with assurance engagements (Review, Audit) and/or international accounting practices
- Business management and consulting knowledge, particularly for family-owned enterprises
- Demonstrated ability to identify and develop new opportunities to enhance client outcomes and strengthen relationships
- Experience overseeing team budgets, workflow scheduling, and profitability metrics
- Passion for business, entrepreneurship, and helping clients build generational wealth
- Desire for continual professional growth through advanced training, leadership development, and technical specialization
Leadership Attributes (Embedded Across All Areas)
- High emotional intelligence and client empathy
- A commitment to excellence in every detail
- A passion for delivering world-class service and trusted advice
- A drive to foster team success and a collaborative, high-performing culture
Tell Us Your Ambitions & We Will Guide You There!
What do we offer?
As well as being part of a talented team, our benefits include:
- Competitive salary and excellent benefits package
- Hybrid and flexible working arrangement
- Annual and quarterly team events
- Regular training sessions and professional development opportunities
For general recruitment-related inquiries, please contact marketing@shajani.ca
Work with us
At Shajani CPA, we are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises — and we are seeking an exceptional leader in quality assurance to join our mission.
We are in search of a high-performing, detail-obsessed, inspiring Quality Control Reviewer (CPA) who is ready to uphold our tradition of technical excellence, file precision, and world-class service delivery. You will be instrumental in ensuring that every file bearing the Shajani CPA name meets the highest professional standards — setting the bar for our firm’s success, client trust, and national reputation.
At Shajani CPA, we are more than accountants — “We ignite ambitions, build futures, and guide our clients toward lasting prosperity.”
You’ll be part of a dynamic leadership team driven by our shared commitment to:
- Excellence without compromise
- Fulfillment through purpose-driven work
- Innovation in every engagement we touch
- Integrity in every client relationship we nurture
As a Quality Control Reviewer, you will:
- Lead engagement quality reviews across compilation, review, and audit files.
- Train, coach, and elevate our professional team’s technical performance.
- Design, update, and enforce firm templates to align with evolving CPA standards.
- Champion quality control culture to ensure Shajani CPA remains a firm of choice and distinction.
We are a collaborative, high-performing culture where:
- Technical excellence is non-negotiable.
- Quality reviewers are firm-wide leaders and mentors.
- Success is shared, celebrated, and measured.
- Your leadership, vision, and expertise matter profoundly.
If you are a CPA with a passion for technical excellence, deep knowledge of CPA Handbook standards, and leadership ambition, then we invite you to build your future with Shajani CPA.
POSITION OBJECTIVE
The primary role of the Quality Control Reviewer (QCR) at Shajani CPA is to drive the firm’s technical excellence by safeguarding the quality, accuracy, and compliance of all professional engagements.
The Quality Control Reviewer leads the engagement quality review process from initial technical review to final Partner sign-off, ensuring that all client files meet or exceed CPA Handbook standards and internal firm policies. They serve as a trusted internal advisor, training and mentoring the professional team to achieve world-class quality outcomes, and ensuring the firm’s readiness for Public Practice Reviews.
A successful Quality Control Reviewer combines technical mastery, leadership, and a commitment to excellence — proactively identifying risks, enhancing file standards, coaching team members, and advancing Shajani CPA’s reputation as Canada’s premier firm for family-owned enterprises.
Qualifications:
- Bachelor’s or Master’s degree in accounting, Business, or Finance
- Chartered Professional Accountant (CPA) designation required
- Advanced training or eligibility for Engagement Quality Control Reviewer (EQCR) authorization is preferred
- Commitment to continuous professional development, with emphasis on technical excellence, quality assurance, and leadership growth
Knowledge, Skills & Experience (Essential):
- Minimum of five years of progressive professional public accounting experience, with a proven track record of technical mastery and leadership in quality control
- In-depth knowledge of ASPE, CSRS 4200, CSRE 2400, CAS, corporate finance principles, and advanced financial statement preparation and review
- Advanced working knowledge of accounting, assurance, and firm management software (e.g., CaseWare Working Papers, CaseWare Cloud (CWC), iFirm)
- High personal integrity and strong professional skepticism, with the ability to manage sensitive firm and client information with absolute discretion and confidentiality
- Superior computer literacy, including proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and technical documentation systems
- Proven leadership and mentorship capabilities, with demonstrated success in coaching, training, and elevating professional team members
- Strong technical review skills, with the ability to identify gaps, correct deficiencies, and maintain file compliance across all engagement types
- Excellent organizational skills with the ability to manage concurrent file reviews, quality initiatives, and internal training programs
- Demonstrated success in supporting senior leadership (Partners and General Manager) in maintaining and advancing firm quality objectives
- Initiative, critical thinking, and the ability to independently implement solutions in a technical, client-service, and leadership context
- Rigorous adherence to timelines, quality benchmarks, and budget expectations while maintaining the highest level of technical accuracy
- Outstanding interpersonal and communication skills, with the ability to influence and build credibility across all levels of the firm
- Commitment to professional ethics, quality standards, Occupational Health and Safety (OH&S), and Equity, Diversity, and Inclusion (EDI) principles
Knowledge, Skills & Experience (Desirable):
- Direct experience leading or participating in CPA Public Practice Reviews or conducting internal quality control audits
- Experience with complex assurance engagements and specialized ASPE applications (e.g., financial instruments, related-party transactions, revenue recognition)
- Expertise in designing, updating, and implementing firm quality control templates and policies
- Demonstrated leadership in advancing technical quality culture in a public practice setting
- Passion for continuous professional growth through advanced technical training, quality assurance specialization, and leadership development
- Business acumen and familiarity with consulting for family-owned enterprises and small to mid-sized business structures
- Strong understanding of practice inspection trends and evolving public accounting quality standards
Leadership Attributes (Embedded Across All Areas)
- Exceptional emotional intelligence, professionalism, and leadership presence
- A commitment to technical excellence and file integrity in every engagement
- A passion for delivering world-class quality control, mentorship, and trusted leadership
- A drive to foster a high-performance, high-integrity culture and lead the firm toward continuous improvement
- Unwavering dedication to supporting firm growth through technical leadership, innovation, and collaboration
COMPETENCIES REQUIRED
| Management Accounting
(MA) |
1. Identifying management reporting needs and systems
2. Planning, budgeting, and forecasting 3. Conducting cost, revenue, and profitability management 4. Measuring organizational and individual performance 5. Interpreting management reports and advising on strategic direction 6. Overseeing planning, budgeting, and forecasting processes 7. Leading profitability and pricing strategies 8. Managing performance reporting systems and decision-making tools ●
|
| Financial Reporting
(FR) |
1. Identifying financial reporting needs and systems
2. Applying accounting policies and transactions 3. Preparing financial statements and disclosures 4. Performing financial statement analysis 5. Managing compilation and review engagements from planning to delivery 6. Resolving complex accounting issues and advising on financial reporting frameworks 7. Evaluating and presenting financial statements to clients 8. Supervising file documentation and assurance readiness 9. Reviewing financial statements and notes for technical accuracy and standard compliance 10. Leading engagement quality reviews across all engagement types (Compilation, Review, Audit) 11. Designing, updating, and standardizing firm templates for consistency and compliance 12. Meeting CPA Public Practice Reviewer standards, including capability to conduct external EQCRs |
| Assurance
(AA) |
1. Evaluating internal controls
2. Conducting external assurance engagements 3. Executing substantive audit procedures 4. Leading full assurance engagement cycles from planning through wrap-up 5. Independently assessing audit risk, control environments, and materiality thresholds 6. Reviewing working papers for logic, documentation, and audit evidence 7. Supporting complex engagements including consolidations and NPO audits 8. Training staff (ATs and CMs) on CAS, CSRS 4200, and CSRE 2400 frameworks 1. Developing internal training modules and guidance memos for assurance standards |
| Taxation
(TX) |
2. Understanding tax legislation and research
3. Ensuring compliance with income tax regulations (T1, T2) 4. Developing basic tax planning strategies 5. Overseeing corporate and personal tax compliance at an advanced level 6. Identifying and executing basic tax planning opportunities 7. Integrating remuneration, retirement, and succession considerations into tax strategy |
| Finance
(FN) |
1. Performing financial analysis and planning
2. Managing treasury and cash flow 3. Conducting capital budgeting and corporate finance evaluations 4. Leading financial diagnostics and advisory for owner-managed businesses 5. Supporting client financing and capital planning 6. Integrating cash flow, investment, and tax impacts in decision-making |
| Strategy and Governance
(SG) |
1. Understanding governance mission, vision, and mandate
2. Developing and implementing business strategies 3. Managing enterprise risk and corporate governance 4. Aligning client financial strategy with mission, vision, and growth goals 5. Advising on governance improvements and operational risks 6. Identifying strategic planning opportunities and supporting execution |
What Do We offer?
As well as being part of a talented team, our benefits include:
- Competitive salary and excellent benefits package
- Hybrid and flexible working arrangement
- Annual and quarterly team events
- Regular training sessions and professional development opportunities
For general recruitment-related inquiries, please contact marketing@shajani.ca
The Opportunity
We are seeking a Client Excellence Coordinator to join our team. The CEC function is a vital part of the firm and is focused on achieving client service excellence by delivering timely, high-quality service.
Shajani CPA is looking for an energetic individual who can provide support on a range of activities to ensure a high-quality customer experience.
Please note this is a seasonal position – Jan 15 to April 30th 2025 with the potential to become fulltime.
What You Will Do
- Provide secretarial and administrative support – this role is instrumental in ensuring that documentation and information are updated and maintained, ensuring a high level of standards are upheld within the organization.
- Greet visitors and employees entering the office and be first point of contact for visitors.
- Prepare Letters, Reports and PowerPoint presentations and assist with other ad-hoc administrative requirements as needed.
- Organise travel bookings as required for Partners and team members.
- Answering incoming calls and passing on messages accurately and promptly.
- Manage incoming and outgoing post, deliveries, and couriers.
- Manage meeting room bookings for all office/client meetings.
- Monitor and respond to emails in the reception admin mailbox
- Monitor Online website chat and respond to client requests or allocate appropriately
- Liaise with other support departments and building management
- Operate with a large degree of autonomy and independently complete high-quality work to meet established goals.
- Handle highly sensitive and confidential information requiring a high level of discretion.
- Assists Partners with coordinating, creating, preparing, editing, and proofreading all standard and non-standard documents, reports, presentations, and correspondence using MS Office suite.
- Coordinates and manages the scheduling of client meetings, leadership meetings, and events (conference calls, video conferences, in person, etc.). Plan and organize meetings and events as required including logistics/securing meeting space, catering, and document prep. Compile, transcribe, and distribute minutes of meetings when required and follows up on action items.
- Contribute to business development activities by assisting with proposals and supporting at client events as needed.
- Create and update client contact information in compliance with anti-spam legislation.
- Provide back up to colleagues and assist on projects as needed
- Other Duties as assigned
What You Bring to The Role
- 2+ years previous administration experience
- QuickBooks Experience
- Be highly organized, have excellent attention to detail, be practical and solution-oriented and be able to work effectively both independently, and as part of a team.
- Very strong Microsoft Office skills are required especially in Word, PowerPoint, & Teams.
- Confident in dealing with clients and employees at all levels
- Excellent communication (written and verbal) and interpersonal skills
- A professional manner both in person and on the telephone
- A solutions-orientated approach to situations
- Energetic and personable
Who We Are
We are a team of professionally designated accountants, advisors, dedicated staff, and professional consultants with a holistic approach to accounting; servicing Calgary, Edmonton, Red Deer, and expanding globally through our partnership with Russell Bedford International.
We believe in the value of relationships, not only with our clients but also within our team. We view every client relationship like a partnership and truly believe our success is a result of our commitment to this value.
Our Values include professional will and personal humility – in both work and in life. We aim to continue building a collaborative industry leading corporate culture directed by a self-motivated team that values precision, accuracy and efficiency, and a disciplined approach to its work.
Our firm was established in 1984 with the goal of providing clients customized financial accounting, assurance, and tax services. We’re committed to providing close, personal attention to our clients and have since expanded our offerings to provide them with comprehensive financial and tax solutions.
Our clients have the piece of mind knowing they are in the best hands, this is backed by our team’s advanced training, technical experience, and financial acumen. We stay on top of our business through continued investment in time and resources including professional continuing education, state-of-the-art computer technology and forging strong business partnerships within our centres of influence
Shajani CPA is a proud equal opportunities employer, and we are committed to creating a respectful, inclusive workplace that allows all of our people to reach their full potential. We welcome all qualified candidates to apply and hope you will choose Shajani CPA as your employer of choice.
What do we offer?
As well as being part of a talented team, our benefits include:
- Competitive wage – potential to become fulltime
- Annual and quarterly team events
- Regular training sessions and professional development opportunities
For general recruitment-related inquiries, please contact marketing@shajani.ca
The Opportunity
Shajani CPA is seeking a Commissioned Sales Representative to help drive business growth and expand our client base. This role is ideal for an entrepreneurial, results-oriented professional who thrives on building relationships and identifying new business opportunities. As a key member of our team, you will represent Shajani CPA’s exceptional accounting and financial services to prospective clients, while fostering trust and transparency. This role offers flexibility to work remotely or in a hybrid arrangement, allowing you to tailor your work environment to your success.
What You Will Do
Client Acquisition & Relationship Building
- Identify and pursue new client opportunities across Calgary, Edmonton, Red Deer, & Nationally
- Develop strong relationships with prospective clients by understanding their unique financial and tax needs.
- Represent Shajani CPA with professionalism, embodying our core values of trust, integrity, and transparency.
Business Development
- Collaborate with Partners and internal teams to promote Shajani CPA’s services and solutions.
- Leverage your network and create new business opportunities through strategic outreach, networking events, and referrals.
Sales Strategy
- Develop and implement a sales plan to achieve monthly and quarterly targets.
- Present tailored solutions to clients that address their accounting, tax, and financial advisory needs.
Client Onboarding
- Work closely with internal teams to ensure a smooth transition for new clients, delivering exceptional experience from initial contact to handing off leads to Partners.
What You Bring to the Role
Experience & Knowledge
- Proven success in a commissioned sales role, preferably in professional services, accounting, or financial advisory.
- An understanding of accounting, tax, or financial services is an asset, but not required.
Skills
- Strong communication and interpersonal skills, with the ability to build rapport and trust quickly.
- Self-motivated and entrepreneurial mindset with a high level of initiative.
- Exceptional time management and organizational skills to manage multiple opportunities simultaneously.
Mindset
- A passion for helping clients solve problems and achieve their financial goals.
- Financially Motivated to achieve results
- Commitment to professional and client service excellence.
Who We Are
We are a team of professionally designated accountants, advisors, dedicated staff, and professional consultants with a holistic approach to accounting; servicing Calgary, Edmonton, Red Deer, and expanding globally through our partnership with Russell Bedford International.
We believe in the value of relationships, not only with our clients but also within our team. We view every client relationship like a partnership and truly believe our success is a result of our commitment to this value.
Our Values include professional will and personal humility – in both work and in life. We aim to continue building a collaborative industry leading corporate culture directed by a self-motivated team that values precision, accuracy and efficiency, and a disciplined approach to its work.
Our firm was established in 1984 with the goal of providing clients customized financial accounting, assurance, and tax services. We’re committed to providing close, personal attention to our clients and have since expanded our offerings to provide them with comprehensive financial and tax solutions.
Our clients have the piece of mind knowing they are in the best hands, this is backed by our team’s advanced training, technical experience, and financial acumen. We stay on top of our business through continued investment in time and resources including professional continuing education, state-of-the-art computer technology and forging strong business partnerships within our centers of influence
Shajani CPA is a proud equal opportunities employer, and we are committed to creating a respectful, inclusive workplace that allows all of our people to reach their full potential. We welcome all qualified candidates to apply and hope you will choose Shajani CPA as your employer of choice.
What do we offer?
If you are a self-starter with a passion for sales and relationship building, we encourage you to apply. Join Shajani CPA and help us continue our mission of delivering exceptional client service while growing your career.
As well as being part of a talented team, our benefits include:
- Competitive commission structure
- Remote and Hybrid flexible working arrangement
- Annual and quarterly team events
- Regular training sessions and professional development opportunities
For general recruitment-related inquiries, please contact marketing@shajani.ca