Financial Professional

Unlock your career potential by taking on the role of an Intermediate Staff Accountant. This position involves managing engagement work, building client relationships, and contributing to continuous improvement initiatives.

• Manage files from start to finish with minimal supervision, ensuring timely completion and high-quality results.
• Develop and maintain strong client relationships through effective communication, understanding client business models, and providing regular updates.
• Participate in planning meetings and contribute to engagement strategy, collaborating with senior team members to achieve goals.
• Review prior year files, draft preparatory client questions, and manage document collection to ensure smooth file progression.
• Prepare compiled financial statements (NTR), note disclosures where applicable, and corporate tax returns (T2).
• Prepare internal-use-only financial statements and reconcile Canadian investment accounts.
• Monitor deadlines for tax filings, bank reporting, and other key deliverables, ensuring all engagements stay on track.
• Prepare HST/GST returns, WSIB annual returns, and EHT returns, as well as adjusting journal entries and maintaining full working paper documentation.
• Perform GL account reviews for reasonability and accurate allocations, responding to CRA or tax authority inquiries regarding assessments and client accounts.
• Draft technical memos with preliminary conclusions using appropriate accounting or tax standards, and assist with client-side cash flow projections and budget-to-actual analysis.
• Present data clearly using Excel, Word, CaseWare/CaseView, and iFirm, managing multiple projects and engagement timelines simultaneously.

• Demonstrate a strong sense of personal accountability by owning your 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 the management group, offering suggestions to improve workflow, client service, or internal systems.
• Assist with documentation of SOPs based on real workflow gaps, actively participating in firm-wide improvement initiatives even when they fall outside your direct responsibilities.
• Embrace a culture of openness, learning, and operational enhancement, your insights are expected, not optional.

• 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 is 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 honesty, accountability, and open communication, and foster meaningful conversations. We strive for excellence in everything we do, going the extra mile as our standard, and delivering outstanding results. We embrace a culture of continuous learning, exploration, and improvement, constantly seeking knowledge and self-improvement.