Financial Professional

19 hours ago

Tarlac City, Central Luzon, Philippines beBeeAccountant Full time ₱600,000 - ₱800,000
Job Overview

This role is ideal for a detail-oriented and organized professional who can manage multiple projects and engagements simultaneously. The successful candidate will have strong interpersonal skills, be able to communicate effectively with clients, and possess a high level of accuracy in their work.

Responsibilities
  • Manage files from start to finish with minimal supervision, taking full ownership of assigned work.
  • Build and maintain strong client relationships by understanding client business models and providing timely communication.
  • 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 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, ensuring 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.
Accountability and Contribution to Firm Growth
  • Own your outcomes and maintain a high standard of quality.
  • Identify 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 your direct responsibilities.
Requirements
  • Hold a Diploma or degree in Accounting, Finance, or related field.
  • Have 2–4 years of experience in Canadian public accounting.
  • Be CPA designation in progress or newly earned.
  • Be proficient with iFirm, iFirm Tax Prep, and CaseWare/CaseView.
  • Have experience with Microsoft 365 (Outlook, Word, Excel, Teams), cloud storage, and Adobe PDF tools.
  • Have familiarity with CCH iFirm, Caseware, Taxprep, QBO, Adobe.
  • Understand ASPE and Canadian tax standards.
  • Have knowledge of compliance areas including GST/HST, payroll, EHT, WSIB, and CRA programs.
  • Have strong interpersonal and communication skills, with client-facing experience being essential.
  • Be able to manage competing deadlines and balance multiple engagements.
  • Have a high attention to detail, logical reasoning, and consistent follow-through.
  • Commit to professional growth, including learning from feedback and contributing to others' learning.
Preferred Qualifications
  • 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.

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