Associate

Company Description At NorthStar Ledgers, we transform financial data into strategic insights - empowering organizations and individuals to strengthen their operations through expert financial advisory, comprehensive bookkeeping, and precise tax preparation. Our mission is to simplify your financial management, ensure compliance, and turn your numbers into strategies that drive better business decisions. NorthStar Ledgers is a financial services company headquartered in Kamloops, BC, specializing in contract CFO, bookkeeping and tax preparation for individuals and organizations. Team members can expect a quality-driven environment that combines technical expertise with client-centered service.

Role Description The Associate role starts as a part-time position based in Kamloops, BC, with the role expected to evolve into a full-time position within 3-4 months. Day-to-day responsibilities include supporting our Business Advisors by recording transactions, reconciling accounts, and maintaining accurate financial records for clients. The Associate will assist with tax preparation and planning, gathering documentation, organizing client information, and helping to prepare filings under the guidance of senior team members. The Associate will also communicate with clients to clarify information, respond to inquiries, and contribute to delivering trusted, judicious financial advice. Collaboration with our fractional CFO strategists and other professionals on client projects is expected to support continuous improvement of services.

Qualifications

• Strong foundational skills in bookkeeping and accounting, including transaction recording, reconciliations, and basic financial reporting.
• Knowledge of personal and small business tax concepts, with the ability to support tax preparation, planning, and compliance activities.
• Comfort using accounting, tax, and productivity software, with the ability to learn proprietary and new technologies quickly.
• Effective written and verbal communication skills, with a focus on clear client correspondence and professional collaboration.
• Attention to detail, strong organizational abilities, and a commitment to accuracy and timely delivery of work.
• Ability to work both independently and as part of a team in a hybrid environment, managing time and priorities effectively.
• Post-secondary education in accounting, finance, business, or a related field is an asset; relevant certifications or coursework are beneficial.
• Experience in a financial services, bookkeeping, or tax environment is preferred but motivated early-career candidates will be considered.
• Commitment to ethical conduct, confidentiality, and maintaining high professional standards in client service.