• Assist senior team members with accounting, bookkeeping, tax, and compliance engagements.
• Organize and review documents received from clients.
• Prepare basic working papers and supporting schedules.
• Perform bank, credit card, general ledger, and other account reconciliations.
• Assist with preparation of year-end accounting files.
• Review financial information for completeness and identify missing documents.
• Assist with compilation of information required for personal and corporate tax returns.
• Prepare Excel schedules and financial analyses as required.
• Maintain accurate client records and engagement documentation.
• Follow up internally and, where appropriate, with clients regarding outstanding information.
• Perform research on accounting and tax matters under guidance from senior team members.
• Support bookkeeping and accounting cleanup assignments.
• Assist with GST/HST and other compliance-related activities.
• Follow established checklists, workflows, and quality-control procedures.
• Develop an understanding of Canadian accounting standards and taxation.
• Participate in internal training and knowledge-sharing sessions.
• Contribute ideas to improve internal processes and client service. Requirements
• Bachelor’s degree in accounting, Finance, Commerce, Business Administration, or a related discipline.
• 1–2 years of relevant accounting or finance experience.
• Strong academic foundation in accounting principles.
• Good knowledge of Microsoft Excel, Word, Outlook, and Teams.
• Exposure to QuickBooks Online, Taxprep, CaseWare, Profile, or similar accounting software is an asset.
• Robust analytical and problem-solving abilities.
• Excellent attention to detail.
• Good written and verbal communication skills.
• Ability to learn quickly and apply feedback.
• Strong work ethic and willingness to take ownership of assigned responsibilities.
• Ability to manage multiple assignments and changing priorities.
• Interest in developing a career in Canadian accounting and taxation.