Strategic Accounting Professional

A challenging accounting role that involves delivering exceptional client service, managing engagement timelines, and contributing to firm growth initiatives.

• Take ownership of assigned files, manage engagements from planning to completion with minimal supervision
• Build strong client relationships through timely communication and understanding client business models
• Participate in planning meetings and contribute to engagement strategy with senior team members
• Review prior year files, draft preparatory client questions, and manage document collection for smooth file progression
• Prepare compiled financial statements (NTR), note disclosures where applicable, and corporate tax returns (T2)
• Prepare internal-use-only financial statements
• Monitor deadlines for tax filings, bank reporting, and other key deliverables to ensure all engagements stay on track
• Prepare HST/GST returns, WSIB annual returns, and EHT returns
• Prepare adjusting journal entries and maintain full working paper documentation
• Perform GL account reviews for reasonability and accurate allocations
• 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
• Present data clearly using Excel, Word, CaseWare/CaseView, and iFirm
• Manage multiple projects and engagement timelines simultaneously
• Maintain continuous communication with Managers/Partners and flag issues, delays, or risks proactively
• Follow up persistently on outstanding items and client queries until resolution
• Support ad hoc and internal file requests, including working paper cleanups, special projects, or financial analysis

• Demonstrate a strong sense of personal accountability by owning outcomes and maintaining high standards of quality
• Be proactive in identifying inefficiencies, recurring issues, or process gaps in your own work or across the firm
• Provide constructive feedback to the management group, 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
• Embrace a culture of openness, learning, and operational enhancement, with insights expected and valued

• Diploma or 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), cloud storage, and Adobe PDF tools
• Familiarity with CCH iFirm, Caseware, Taxprep, QBO, Adobe
• Understanding of ASPE and Canadian tax standards
• Knowledge of compliance areas including GST/HST, payroll, EHT, WSIB, and CRA programs
• Strong interpersonal and communication skills, client-facing experience essential
• Ability to manage competing deadlines and balance multiple engagements
• High attention to detail, logical reasoning, and consistent follow-through
• Commitment to professional growth, including learning from feedback and contributing to others' learning

• 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 diversity and inclusion, fostering an environment that celebrates individuals from diverse backgrounds.