Manage accounting information systems and software for client organizations Mentor and coach Staff Accountants on technical accounting issues.
Manage client relationships.
Build toward managing a small team of staff accountants as the firm’s practice grows.
Own the gross margin of your pod, with visibility into engagement profitability and accountability for team utilization.
Own complex bookkeeping and vController engagements.
Perform the day-to-day accounting activities to maintain client records, including accounts receivable and payables, while ensuring completeness of the records.
Enter data into accounting systems/software, while managing the integrity of information and documentation.
Review and process documentation submitted by clients (bills, invoices, etc).
Proactively reach out to clients for additional information that’s needed.
Communicate with clients by email and video calls.
Prepare financial reports and budgets to share with the client.
Organize accounting records, financial statements, and reports to share with the client.
Identify process improvements and bring them to resolution to share with the Manager of Accounting Services.
Execute assigned tasks while ensuring compliance.
Identifies opportunities for additional services.
Build and manage accounting and financial systems using Zenbooks best practices and SOPs.
Provide subject matter expertise and understand the needs of clients.
Maintain client relationships Ensure client solutions are delivered on time.
Maintain and build relationships with internal accountants and consultants.
Oversee implementation of new software (e.g., payroll, accounting, payments) and processes in client organizations.
Perform bank and credit card reconciliations and follow up on outstanding supporting documentation Preparing sales tax (GST/HST/PST) return s Perform financial statement reviews and prepare client files for year-end tax accountants Core Competencies Attention to Detail and Strong Organizational Skills Customer Service-Oriented with Excellent Communication Adaptability and Effective Problem-Solving Skills Time Management and Multitasking Abilities Collaboration and Initiative in Team Settings Experience + Requirements 2-3 years of experience working in a client-facing position within public accounting Familiarity with cloud accounting software (such as Xero and/or QBO) is required Must pass a criminal background check and/or education and employment verification Working from home is a requirement, including access to high-speed internet and availability during core business hours Benefits & Perks Job Type: Full-time Salary: $70,000 to $83,000 per year 5 personal days + 10 vacation days + 1 week during the winter holidays 100% employer-paid health benefits (medical, dental, disability, life insurance) and a flexible health spending account RRSP matching program
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