Conseiller(ère) – Services de bureau familial

Job summary

The role involves managing investment accounting, preparing tax returns for various entities, and maintaining accounting records for complex business operations. The advisor also acts as a liaison between clients and prepares reports for strategic planning meetings.

Job details

The role involves managing investment accounting, preparing tax returns for various entities, and maintaining accounting records for complex business operations. The advisor also acts as a liaison between clients and prepares reports for strategic planning meetings. Candidates need 3 to 5 years of relevant experience in accounting and taxation, with a CPA designation or be in the process of obtaining one. Proficiency in Microsoft Office and experience with accounting software like CaseWare or Taxprep is an asset.

What you’ll do

The role involves managing investment accounting, preparing tax returns for various entities, and maintaining accounting records for complex business operations. The advisor also acts as a liaison between clients and prepares reports for strategic planning meetings.

Requirements

Candidates need 3 to 5 years of relevant experience in accounting and taxation, with a CPA designation or be in the process of obtaining one. Proficiency in Microsoft Office and experience with accounting software like CaseWare or Taxprep is an asset.

Benefits

• Group Insurance
• Health Management Account
• Savings Plans
• Employer Matching Contributions
• Virtual Healthcare Network
• Employee and Family Assistance Programs
• Mental Health Consultations
• Annual Health and Wellness Program
• Hybrid Work Environment
• Performance Bonus
• Tuition Reimbursement
• Professional Dues Reimbursement
• Academic Incentives
• Talent Referral Bonus
• Client Referral Bonus
• On-demand Concierge Service
• Childcare
• Tutoring
• Annual Employee Rewards and Recognition

Listed skills

• Problem solving · Preferred
• Collaboration · Preferred
• Attention to detail · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment Accounting
• Tax Preparation
• Financial Statement Preparation
• Tax Law Knowledge
• Analytical Skills
• Problem Solving
• Collaboration
• Attention to Detail
• Microsoft Office
• CaseWare
• TJPS
• Taxprep

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership

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