Purpose of Role:

- Is responsible for completing routine and complex engagements

- Organizes and manages client engagements

- Co-ordinates and directs junior team members in meeting client and firm expectations

Responsibilities:

- Understands client business and identifies issues and suggests improvements

- Is able to produce concise and complete reports for review by the engagement manager

- Applies technical knowledge and research in formulating client and firm related recommendations

- Working with the engagement manager, anticipates engagement issues and risks, assesses alternatives and takes appropriate action

- Preparation of personal and trust returns

- Train and mentor junior team members and provide feedback to ensure they are able to make improvements on subsequent engagements

- Plan and execute notice to readers and review engagements, including preparation of financial statements in accordance with ASPE standards

- Build effective working relationships with client contacts, and respond effectively to client requests

- Identify new business opportunities with existing clients

- Ensure compliance with internal control and policies

- Coordinate more complex accounting projects and initiatives with other members of the accounting team and other departments

- Reviewing journal entries of junior accountants to ensure accuracy

- Perform various analyses and prepare account reconciliations

- Assist with the management of clients and foster excellent relationships while seeking out new business opportunities

- Communicating with other members of the client service team, including partners and managers, to ensure client expectations are met and managed in a timely manner

- Actively supports and participates in firm-wide initiatives

- Participates in the firm’s Team Development and Performance Management Program

- Promote the firm’s Quality Control Standards

Qualifications, Skills, Experience and Personal Attributes:

- CPA Finalist or Designated CPA

- Minimum 2-4 years of experience working with private, owner-managed clients in a public accounting firm

- Strong working knowledge of accounting systems and Microsoft Office, particularly Microsoft Excel

- Computer software proficiency (Caseware, Tax Prep)

- Fundamental financial accounting and tax knowledge

- Sound foundation of preparing Canadian personal and corporate income tax returns

- Excellent verbal and written communication skills

- Strong organizational skills with the ability to multi-task and work under pressure

- Provides quality service

- Creative problem-solving ability

- Strong engagement management skills

- Strong interpersonal and relationship-building skills

- At minimum, 1-year experience managing and mentoring Junior Accountants

- Identifies engagement issues and attempts to resolve them