Senior Staff Accountant

Senior Staff Accountant

Who we are:

One   of the oldest leading fee-based provider of integrated wealth management services to high net worth families in Canada. We are proud to be the leader the industry with over 40 years of experience providing top of the line bespoke service. Our teams are well educated, industry bright lights with a keen understanding of Taxation, Investment Strategies, and Financial Planning at the deepest level.  

Who are our clients? Our experience and technical knowledge allow us to service clients holding $1M and more in liquid assets as well as Family Office clients with assets ranging from $20M to $200M.  

What we are looking for:

If you see yourself as a strong team contributor with a keen ability to learn and grow in a dynamic diverse industry and are focused on getting it right and detailed in your approach using technology and software to enhance your work, this is a role for you.

We require the Senior Staff Accountant to be an excellent communicator, be the office leader in Excel, tax and accounting software and possess a strong client service focus with an ability to be client facing. You must possess a working knowledge of Canadian taxation and GAAP.

Job Overview

As   Senior Staff Accountant  –you will provide full cycle accounting, tax filing services and supporting schedules, Family Office quarterly reporting (including net worth statements, customized portfolio, and performance reports,

Responsibilities

• Notice to Reader file preparation, note disclosures and Financial Statements for investment holding companies, small Canadian operating companies, trusts and charitable foundations, including review of general ledgers, preparation of reconciliation reports and preparation of journal entries and working papers
  
• Preparation of Quarterly Family Office Reporting – including net worth statements, investment portfolio detail and quarterly performance reports.
  
• Preparation of T1 personal tax, T2 corporation tax, T3 intervivos trust and estate tax, and T5 returns
  
• Calculation of Capital Dividend Account (CDA) balances, General Rate Income Pool (GRIP) Balances and Refundable Dividend Tax on Hand (RDTOH) balances
  
• Preparation of T3010 Charity Returns and GST/HST returns
  
• Preparation of T1135 foreign income verification disclosures
  
• Preparation of paralegal corporation minutes and resolutions
  
• Preparation and filing of T4 summary and supplementary forms including payroll calculations, records of employment and remittance of at source deductions
  
• Calculation of tax estimates and annual tax instalments and coordination of remittances to respective governments
  
• Review of Notices of Assessment and response to government Requests for Information (RFI)
  
• Communication with clients and third parties respect to preparing or gathering information and concerning remittances, instalments, progress of files, inquiries
  

Competencies

· Strong working knowledge of Canadian GAAP.

· Full-cycle Canadian accounting experience

· Advanced computer skills: Modeling using Microsoft Excel (MACROS) and MS Outlook, VBA is an asset.

· Experienced with accounting and tax software applications: Tax Prep (T1, T2, T3), Caseview, Quickbooks, Quicken and Write-up.

· Proven ability to analyze problems and prepare effective written and oral reports; communicate clearly and concisely with clients;   Self-starter and team player, able to work independently and collaboratively with various teams in a deadline-focused environment

• Comprehensive oral and written communication skills with an ability to produce concise clear reports, letters and emails.
  
• Strong organizational skills with a proven ability to handle multiple priorities and manage projects to timely conclusion
  

Education and Experience

· CPA designation possessing a minimum of 3+ years’ experience in full accounting cycle;

• Public accounting experience including the preparation of Canadian personal/corporate tax returns and the compilation of Financial Statements.
  

Remuneration

$90,000-$100,000 + 10% bonus (might be some flexibility)

Full Health and pension program

Wellness, Personal Time Off policy