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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
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