Key Duties & Responsibilities

• Supervising the preparation of financial statements of business clients, reviewing the work of Staff Accountants, and completing complex portions of the file;
• Maintaining high quality control by overseeing and reviewing Compilation and Review Engagements;
• Reviewing Corporate, Personal and Trust income tax returns and other tax forms;
• Reviewing, investigating and correcting discrepancies and irregularities in financial entries and reports;
• Making recommendations based on analysis and status of reserves, assets and expenditures;
• Performing technical research, developing and documenting tax planning recommendations for individuals and corporations;
• Assisting with the execution of corporate reorganizations;
• Overseeing the organization and prioritization of the work of Staff Accountants, including the management of engagement costs and billings;
• Mentoring and supporting the professional development needs of Staff Accountants;
• Managing a portfolio of clients, ensuring their needs are met and that relationships and accounts grow and develop; and
• Contributing to the development of new ideas and approaches to improve work processes.

Qualifications

Education & Experience:

• Undergraduate degree in a relevant field;
• CA or CPA designation, with a minimum of 5 years public practice experience dealing with the accounting and taxation needs of private companies and their shareholders;
• Comprehensive experience in compilation and review preparation; and
• Experience leading and supervising staff.

Skills & Knowledge:

• Knowledge of relevant accounting frameworks and file documentation best practices;
• Extensive knowledge of Accounting Standards for Private Enterprise (ASPE);
• Proficient in Caseware and Profile;
• Strong business acumen; and
• Strong computer skills (MS Office).

Competencies:

• Focus on client service orientation
• Excellent communication skills both written and verbal
• Strong awareness of attention to detail
• Proven ability in results management
• Strong ability to make sound judgement calls, based on experience and critical thinking