Role Description
We are seeking a highly organized Senior Accountant who is committed to delivering exceptional customer experiences and has a keen eye for detail. The ideal candidate will be proactive in asking questions, eager to learn new skills, and dedicated to continuous improvement. This is a role with a clear path to Accounting Manager: you’ll be expected to take on team leadership and pod-level ownership as the firm grows, with a formal promotion on the horizon for the right person.
The ideal candidate is a self-starter who takes ownership, does what’s right for the client, is approachable and resilient, and builds trust with the people around them.
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Manage accounting information systems and software for client organizations
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Mentor and coach Staff Accountants on technical accounting issues
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Manage client relationships
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Build toward managing a small team of staff accountants as the firm’s practice grows
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Own the gross margin of your pod, with visibility into engagement profitability and accountability for team utilization
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Own complex bookkeeping and vController engagements
Key Responsibilities
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Perform the day-to-day accounting activities to maintain client records, including accounts receivable and payables, while ensuring completeness of the records
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Enter data into accounting systems/software, while managing the integrity of information and documentation
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Review and process documentation submitted by clients (bills, invoices, etc.)
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Proactively reach out to clients for additional information that’s needed
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Communicate with clients by email and video calls
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Prepare financial reports and budgets to share with the client
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Organize accounting records, financial statements, and reports to share with the client
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Identify process improvements and bring them to resolution to share with the Manager of Accounting Services
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Execute assigned tasks while ensuring compliance
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Identify opportunities for additional services
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Build and manage accounting and financial systems using Zenbooks best practices and SOPs
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Provide subject matter expertise and understand the needs of clients
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Maintain client relationships
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Ensure client solutions are delivered on time
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Maintain and build relationships with internal accountants and consultants
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Oversee implementation of new software (e.g., payroll, accounting, payments) and processes in client organizations
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Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
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Prepare sales tax (GST/HST/PST) returns
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Perform financial statement reviews and prepare client files for year-end tax accountants
Qualifications
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2-3 years of experience working in a client-facing position within public accounting
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Familiarity with cloud accounting software (such as Xero and/or QBO) is required
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Must pass a criminal background check and/or education and employment verification
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Working from home is a requirement, including access to high-speed internet and availability during core business hours
Benefits
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Job Type: Full-time
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Salary: $70,000 to $83,000 per year
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5 personal days + 10 vacation days + 1 week during the winter holidays
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100% employer-paid health benefits (medical, dental, disability, life insurance) and a flexible health spending account
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RRSP matching program