About this role
Education: Bachelor's degree. Tax law/taxation (LLM, LLD, JSD/SJD). Financial planning and services. Taxation. or equivalent experience. Work setting: Auditing firm or department. Accounting firm. Financial services industry. Private sector.
Tasks
- Identify clients' financial goals and objectives.
- Manage balance sheets and profit/loss statements.
- Analyze clients' financial records.
- Ensure accuracy and compliance to accounting standards, procedures and internal control.
- Prepare financial information for individuals, departments or companies.
- Develop financial plans for clients.
- Prepare reports and audit findings.
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.
- Prepare financial statements and reports.
- Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements.
- Prepare income tax returns from accounting records.
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation.
- Analyze financial documents and reports.
- Examine accounting records.
- Provide financial, business and tax advice.
- Assist in the planning and execution of financial statement audits.
- Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems.
- Prepare tax returns.
- Certificates, licences, memberships, and courses : Chartered Professional Accountant (CPA).
- Computer and technology knowledge: Accounting software.
- Quick Books.
- Caseware/Caseview.
- MS Office.
- MS Excel.
- MS Windows.
- MS Outlook.
- Area of specialization: Financial planning.
- Financial investigation.
- Accounting.
- Work conditions and physical capabilities: Tight deadlines.
- Attention to detail.
- Personal suitability: Accurate.
- Client focus.
- Dependability.
- Efficient interpersonal skills.
- Organized.
- Reliability.
- Team player.
- Proactive.
Screening questions: Do you have experience working in this field?.
- Employment terms options: Flexible hours.
- Experience: Experience an asset.
- Employment terms options: Day.
- Health benefits: Dental plan.
- Disability benefits.
- Health care plan.
- Vision care benefits.
- Financial benefits: Bonus.
- Long term benefits: Long-term care insurance.
- Other benefits: Free parking available.
- On-site recreation and activities.
- Parking available.
- Variable or compressed work week.
- Wellness program.