Our firm is a CPA firm serving incorporated small businesses across Canada.
About the role
You will own client relationships and technical delivery for a portfolio of corporate clients, from first meeting through year-round support. You will work closely with our accounting and bookkeeping teams.
Client meetings and onboarding
- Lead meetings with prospective clients, understand their needs, and confirm scope and fit
- Follow up with prospects and existing clients by email, phone and text until the next step is closed
- Prepare fee quotes and engagement letters as per guidance
- Onboard new clients and hand over to the delivery team
Tax planning and client support
- Provide tax planning support throughout the year
- Answer client tax and accounting questions by email, phone and meetings
- Handle CRA notices, review letters and correspondence on behalf of clients
Compliance and delivery
- Prepare and review T2 corporate tax returns
- Prepare and review compilation financial statements
- Prepare, review and file GST/HST returns
- Oversee and review monthly bookkeeping, and clean-up and catch-up files
- Payroll filings: source deduction remittances, T4, T5 and ROEs
- Sole proprietor returns with business income
- Track and meet all filing deadlines
Team and collaboration
- Work with the accounting, bookkeeping and admin teams to deliver client work on time
- Keep client files and records up to date
- Other client service and practice duties as assigned, excluding marketing
Qualifications
- CPA designation, in good standing with CPA Ontario
- Bachelor's degree in accounting, finance or a related field
Experience
- Minimum 3-5 years of Canadian public practice experience
- Hands-on experience preparing and reviewing T2 returns and compilation financial statements
- Hands-on experience with GST/HST filings, bookkeeping and payroll filings for small businesses
- Experience dealing directly with clients and handling CRA correspondence
- Experience reviewing the work of junior staff
Skills:
- Confident leading client meetings and converting prospects
- Strong written and verbal communication
- Organized and able to own a large client portfolio
