Role And Responsibilities
- Demonstrate technical knowledge and ability to research issues, and present alternatives, and conclusions to Partners, Managers, and/or Senior Associates.
- Maintain good knowledge in basic bookkeeping skills, including bank reconciliations, ability to bring a company up to trial balance, depreciation, income tax, and inter-company account reconciliation.
- Preparation of files, financial statements, and draft tax returns, general representation letters, ability to distinguish between compilation & assurance files, and various tax schedules within CaseWare.
- Develop an understanding of clients’ service needs and prepare documentation in a clear and concise manner.
- Keep abreast of accounting trends and legislation.
- Manage concurrent assignments.
- Work closely with the administrative assistant team for client onboarding, proper processing and filing of documentation and overseeing the workflow.
- Enter daily timesheets and expenses in CCH, attend scheduled meetings, and maintain consistent communication with colleagues on client engagement status.
Qualifications
- Certified or working towards the Chartered Professional Accountant (CPA) designation and 1-3 years of relevant work experience.
- Technical skills in accounting, auditing, asset depreciation, tax knowledge, and bookkeeping.
- Experience with CaseWare and CCH (Tax Prep)
- Ability to exercise tact and discretion in dealing with confidential issues.
- Accuracy and attention to detail.
- Analytical skills for analyzing financial statements and preparing files.
- Experience using Microsoft Suite; Excel, Word, PowerPoint, and Outlook.
Skills
- Strong interpersonal and problem-solving skills.
- Ability to take initiative and to multitask in a fast-paced environment
- Strong written and verbal communication and comprehension skills.
- Organizational and time management skills.
- Experience working in a professional services environment is preferred
Skills: account reconciliation,bookkeeping,research
