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Added 1 hour ago
TC
VP of Delivery
Two Circles
Vancouver, BC
- Full-time
Strong commercial awareness, with experience using delivery data to inform margin, forecasting and client outcomes
Added 1 hour ago
BG
Senior Renewable Energy Technical Advisor
BTY Group
Vancouver, BC
- $100,000 to $125,000 CAD / year
- Full-time
…operations, and transactions. With 190GW of renewable energy team experience and a portfolio of projects valued at over $100B, our experience spans across industries, sectors, and…
Added 1 hour ago
RM
Marketing Executive
Rosslin Media
Halifax, NS
- Full-time
The successful candidate will demonstrate proven experience within a comparable B2B marketing role, with a specific focus on lead generation, marketing campaign development and marketing…
Added 1 hour ago
A
Lead Process Engineer
Airswift
Calgary, AB
- Contract
Airswift is seeking a Lead Process Engineer to work on a long term assignment with a client of ours - a major EPC company - in Calgary, AB.
Added 1 hour ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Lead engagement teams, manage project budgets, and ensure timely delivery of high-quality client service.
Added 1 hour ago
NB
Product Owner
National Bank of Canada
Montreal, QC
- Full-time
Focus: Lead the optimization and modernization of the end-to-end onboarding experience for counterparties and clients across Capital Markets. This mandate focuses on streamlining processes,…
Added 2 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
Are you a goal-driven sales professional with a passion for helping people connect to innovative home services? Our client, a trusted and established TELUS vendor is currently hiring a…
Added 2 hours ago
TB
PT Support Associate - Seasonal
Tory Burch
Richmond, BC
- Part-time
One-to-two years of experience in a high volume, customer-drive retail environment, stock-related experience a plus
Added 3 hours ago
WP
Enclosure Project Manager - Diagnostics
Walter P Moore
Toronto, ON
- Full-time
Lead projects with team of internal consultants
Added 3 hours ago
RS
Level 3 Rope Access Technicians
Rockwood Service Corporation
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Echo NDE is currently seeking an experienced IRATA Level 3 Rope Access Technician to support project-based work at client sites throughout Alberta.
Added 5 hours ago
SM
Social Media Creative Lead
Skinfluence Marketing
Canada
- Contract
As Social Media Creative Lead, you'll work directly with our Co-Founder & Creative Director, alongside our Content Manager, Graphic Designer, and Video Editor.
Added 5 hours ago
M
Manager, Tax
MNP
Vancouver, BC
- Full-time
Lead multiple client facing engagement teams responsible for the completion of tax engagements
Added 6 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Full-time
The Credit Team Lead protects the business from credit risk by reducing overdue receivables and lowering the cost of carrying accounts receivable. This role leads a team of credit…
Added 6 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 6 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 6 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 6 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 6 hours ago
AC
Supply Chain Manager
Aston Carter
Acheson, AB
- $52 to $62 CAD / hour
- Contract
Our client designs and builds modular data center infrastructure for AI and high-performance computing. Their factory-built system combines power, cooling and compute in one unit, and they…
Added 6 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 6 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 7 hours ago
AI
Sales Executive (Bilingual French/English)
ARxIUM INC
Remote, Canada
- $60,000 to $80,000 CAD / year
- Full-time
- Remote
The Sales Executive, Client Solutions is responsible for promoting and selling ARxIUM's pharmacy automation and workflow solutions throughout Quebec and assigned Canadian territories. This…
Added 7 hours ago
TB
PT Support Associate - Seasonal
Tory Burch
Halton Hills, ON
- Part-time
One-to-two years of experience in a high volume, customer-drive retail environment, stock-related experience a plus
Added 7 hours ago
HE
Outside Sales Representative
HighFire Energy Services
Redwater, AB
- Full-time
Experience in new business development, including prospecting, lead generation, and closing sales in industrial or energy-related markets.
Added 7 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, AB
- $38 to $42 CAD / hour
- Full-time
The Credit Team Lead protects the business from credit risk by reducing overdue receivables and lowering the cost of carrying accounts receivable. This role leads a team of credit…
Added 7 hours ago
B
SENIOR BUSINESS ADVISOR, OPERATIONS - Montréal, North Shore and Laval
BDC
Montreal, QC
- Full-time
…operational performance and transform their organizations. You will lead both standard and customized consulting engagements, combining your expertise, your understanding of the realities…

Custom Accounting & CFO Advisory

Senior Accountant, Client Onboarding & Transition

Regina, SK, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 5, 2026
Experience: At least 10 years of relevant experience spanning full-cycle bookkeeping, accounting services and corporate tax, including recent hands-on preparation of Canadian T2 returns.
Posting language: English
Posted: Nov 5, 2026

Original job description

Custom Accounting & CFO Advisory is a Regina-based firm providing accounting, tax and fractional CFO services to corporate clients and owner-managed businesses. We’re looking for a senior accountant to lead new client transitions. You’ll be the client’s main contact while you set up or take over their books, lead their first two month-end closes, and hand the file to the team member who will look after them each month.

What you’ll do

Lead the onboarding meeting. Agree with the client on what records you need, who will provide them, and which deadlines need attention. With the client’s authorization, coordinate the transfer from their previous accountant or bookkeeper.
Set up the accounting file or clean up the existing one. Review the chart of accounts, verify opening balances against prior year-end records, and investigate differences.
Complete the first month-end yourself. Reconcile bank, credit card, payroll and sales tax accounts, review receivables and payables, and prepare a balance sheet and income statement. Walk the owner through the results and any outstanding questions.
Guide the ongoing team member through the second close and review their work. Hand over the reconciliations, monthly checklist, filing deadlines and open items once they can run the next close independently.
Prepare year-end working papers and Canadian T2 corporate income tax returns for review. Carry forward relevant tax balances and flag items that need the tax team’s attention.

What you’ll bring

At least 10 years of relevant experience spanning full-cycle bookkeeping, accounting services and corporate tax, including recent hands-on preparation of Canadian T2 returns.
Experience leading client transitions and personally resolving incomplete records, unreconciled accounts or opening balance differences.
The ability to explain accounting issues to business owners and teach a colleague how to maintain a file. Experience with QuickBooks Online and Excel would be an asset.
A CPA designation is preferred. We welcome experienced senior accounting technicians and client accounting leads who meet the requirements above.

How to apply

Apply through this posting with your résumé. Please include a brief example of a client file you took over, what you personally did during the transition, and how you knew it was ready to hand over. Please leave out client names and identifying details.

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More about this job

Responsibilities

Lead new client transitions, including coordinating records transfers, setting up or cleaning accounting files, resolving opening balance issues, and completing the first month-end close. Guide and review the next close with the ongoing team member, hand over the file when ready, and prepare year-end working papers and Canadian T2 corporate tax returns for review.

Requirements

At least 10 years of relevant experience across full-cycle bookkeeping, accounting services, and corporate tax is required, including recent hands-on preparation of Canadian T2 returns. Candidates should have experience leading client transitions and resolving incomplete records or accounting discrepancies, and be able to explain issues to business owners and train colleagues; QuickBooks Online and Excel experience are assets, and a CPA designation is preferred.

Skills

Client Onboarding
Client Transitions
Full-Cycle Bookkeeping
Accounting File Setup and Cleanup
Month-End Close
Bank Reconciliation
Credit Card Reconciliation
Payroll Reconciliation
Sales Tax Reconciliation
Accounts Receivable
Accounts Payable
Canadian T2 Corporate Tax Returns
Year-End Working Papers
QuickBooks Online
Excel

Visa sponsorship

Not detected in the job text

Keywords

Accounting
Client Onboarding
Client Transitions
Full-Cycle Bookkeeping
Accounting Services
Corporate Tax
Canadian T2 Returns
QuickBooks Online
Excel
Month-End Close
Bank Reconciliation
Credit Card Reconciliation
Payroll Reconciliation
Sales Tax
Accounts Receivable
Accounts Payable
Chart of Accounts
Opening Balances
Financial Statements
Year-End Working Papers
Fractional CFO Services
CPA

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