Financial Expertise Professional

Unlock your potential with a dynamic opportunity to contribute to the success of our organization. Our team is dedicated to helping individuals thrive in their careers and businesses, fostering growth and innovation through exceptional service.

As an Accountant, you will play a crucial role in managing engagement work from planning through completion, ensuring timely communication with clients and collaborating with senior team members to drive client satisfaction.

This position offers a unique blend of technical expertise and interpersonal skills, requiring the ability to manage competing deadlines and balance multiple engagements while maintaining a high standard of quality.

• Manage files from start to finish with minimal supervision, taking full ownership of assigned tasks and responsibilities.
• Build strong client relationships by understanding client business models and providing exceptional communication services via phone and email.
• Participate in planning meetings and contribute to engagement strategy with input from senior team members.
• Review prior year files, draft preparatory client questions, and manage document collection to ensure smooth file progression.
• Prepare financial statements (NTR), note disclosures where applicable, and corporate tax returns (T2).
• Prepare internal-use-only financial statements and monitor deadlines for tax filings, bank reporting, and other key deliverables.
• Prepare HST/GST returns, WSIB annual returns, and EHT returns, as well as adjusting journal entries and maintain full working paper documentation.
• Reconcile Canadian investment accounts and track tax-reporting data for capital assets.
• Respond to CRA or tax authority inquiries regarding assessments and client accounts.
• Draft technical memos with preliminary conclusions using appropriate accounting or tax standards.
• Assist with client-side cash flow projections and budget-to-actual analysis, presenting data clearly using Excel, Word, CaseWare/CaseView, and iFirm.
• Manage multiple projects and engagement timelines simultaneously, maintaining continuous communication with Managers/Partners and flagging issues, delays, or risks proactively.
• Follow up persistently on outstanding items and client queries until resolution.

• Demonstrate personal accountability by owning outcomes and maintaining a high standard of quality.
• Be proactive in identifying inefficiencies, recurring issues, or process gaps in your own work or across the firm.
• Provide constructive feedback to management, offering suggestions to improve workflow, client service, or internal systems.
• Assist with documentation of SOPs based on real workflow gaps.
• Actively participate in firm-wide improvement initiatives even when they fall outside direct responsibilities.

• A degree in Accounting, Finance, or related field.
• 2–4 years of experience in Canadian public accounting.
• CPA designation in progress or newly earned.
• Proficient with iFirm, iFirm Tax Prep, and CaseWare/CaseView.
• Experience with Microsoft 365 (Outlook, Word, Excel, Teams) and cloud storage.
• Knowledge of ASPE and Canadian tax standards.
• Understanding of compliance areas including GST/HST, payroll, EHT, WSIB, and CRA programs.
• Strong interpersonal and communication skills, with client-facing experience essential.
• Ability to manage competing deadlines and balance multiple engagements.

• Direct experience in a Canadian public accounting or bookkeeping environment.
• Familiarity with investment bookkeeping.
• Familiarity with CRA tax filings, payroll schedules, and general year-end workflows.

We value honesty, accountability, and open communication, prioritising compassion, empathy, and understanding in our workplace culture.

Join us and contribute to our mission of excellence in everything we do.

Our organisation fosters diversity and inclusion, embracing a culture that celebrates individual differences and promotes innovation and creativity.