Key Responsibilities

1.

Engagement

Management & Client Delivery

- Manage multiple accounting, compilation, and corporate tax engagements for Canadian clients.
- Oversee the preparation and review of year-end working paper files, financial statements, and supporting schedules.
- Manage Compilation Engagements in accordance with applicable Canadian accounting and professional standards.
- Oversee the preparation and review of T2 Corporate Income Tax Returns and supporting tax schedules.
- Ensure timely completion of engagements while maintaining accuracy, quality, and compliance.
- Understand clients' businesses, financial positions, key risks, and reporting requirements to deliver value-added services.

2. Accounting & Tax Technical Expertise

- Review general ledger accounts, financial records, adjusting journal entries, and account reconciliations.
- Review balance sheet and income statement schedules and ensure the accuracy and completeness of financial information.
- Provide technical guidance on Canadian accounting standards, corporate taxation, and statutory compliance.
- Oversee GST/HST filings, payroll reconciliations, and other applicable compliance requirements.
- Identify accounting and tax issues, conduct research, and recommend appropriate solutions.
- Support CRA correspondence, information requests, and tax account reconciliations as required.
- Maintain high standards of documentation, working papers, and engagement quality control.

3. Team Leadership, Training & Development

- Allocate assignments, monitor workloads, and ensure effective engagement planning and execution.
- Review team members' work and provide constructive feedback to improve technical accuracy and productivity.
- Conduct knowledge-sharing sessions and technical training on Canadian accounting, compilation, and corporate tax requirements.
- Establish clear performance expectations and support professional development.
- Build a collaborative, accountable, and client-focused team culture.

4.

Client





Relationship & Practice Development

- Communicate effectively with clients to understand their business requirements, resolve accounting matters, and obtain necessary information.
- Identify opportunities to provide additional accounting, tax, compliance, and advisory services.
- Deliver clear financial insights and recommendations that support informed client decisions.

Requirements

Required Qualifications & Experience

Education

- Bachelor's or master's degree in commerce, Accounting, Finance, or a related discipline.
- Progress toward or completion of a CPA, CA, CMA, or equivalent designation is an advantage.

Professional Experience

- 2–4 years of relevant accounting and taxation experience, preferably supporting Canadian clients.
- Hands-on experience preparing Compilation Engagements and Corporate Tax Returns.
- Experience preparing financial statements and working paper files and handling multiple client files at once.
- Some experience reviewing others' work or mentoring juniors is an advantage (not required).
- Experience with Canadian accounting firms, CPA firms, or outsourced accounting and tax providers is highly desirable.

Technical Skills

- Solid understanding of Canadian accounting standards and financial reporting requirements.
- Working knowledge of Canadian corporate taxation, CRA compliance, and GST/HST.
- Proficiency in QuickBooks Online and Microsoft Excel.
- Experience with CaseWare, Tax Prep, Profile, or similar Canadian accounting and tax software.
- Strong analytical and problem-solving skills.
- Willingness to learn new technologies and automation tools.

Core Competencies

- Strong attention to detail and commitment to quality.
- Valuable written and verbal English communication.
- Ability to manage own workload and meet deadlines.
- Ability to work independently on assigned files and know when to ask for guidance.
- Collaborative attitude, with interest in coaching and growing into a leadership role.
- Proactive mindset toward process improvement and client service.

📌 Accountant (Bengaluru)
🏢 Talenversity Private
📍 Bengaluru