We are a growing CPA firm serving incorporated small businesses across Canada. We are looking for a CPA who will take full ownership of client files from start to finish.
About the role
Once a client hires the firm and their file is assigned to you, the file is yours until delivery. You are the client’s main contact, and you are accountable for accuracy, deadlines and service on every file you handle.
Key responsibilities
- Own each assigned file end to end: intake, document collection, client follow-up, preparation, review, client sign-off, filing, delivery and close-out
- Prepare T2 corporate returns, year-end financial statements and compilation engagements
- Prepare T1 personal returns for business owners, their families and sole proprietors
- Prepare T4, T4A and T5 slips and summaries, plus GST/HST returns where in scope
- Prepare information returns where required, including T1134, T1135 and T106
- Review bookkeeping, reconciliations and year-end adjusting entries before filing
- Self-review every return to a high standard and correct any error promptly
- Respond to CRA notices, review letters and reassessments on returns you prepare
- Reply to clients within one business day and keep clear records of all communication
- Keep work within the agreed scope and flag any extra requests to management
- Meet every statutory deadline and raise deadline risks early
- Keep client data secure and confidential at all times
- Hand over open files in writing before planned leave
- Take on any other reasonable duties needed to complete your assigned files
What we are looking for
- CPA designation and membership in good standing with CPA Ontario
- Strong hands-on experience preparing T2 and T1 returns independently
- Working knowledge of owner-manager tax: salary vs dividend, shareholder loans and small business deduction
- Clear, polite written and verbal communication with clients
- Ability to manage a high volume of files and deadlines without close supervision
- Strong attention to detail and ownership mindset
What we offer
- Hybrid schedule: 3 days in office, 2 days from home
- Supportive team, including bookkeeping support
