Senior Accounting Supervisor
$35 - $55 par heureKH Kelowna Chartered Professional Accountants Inc.
Overview
Languages
English
Education
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
or equivalent experience
Accounting and finance
Experience
5 years or more
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
Direct trust account investments
Identify clients' financial goals and objectives
Manage balance sheets and profit/loss statements
Supervise staff
Analyze clients' financial records
Arrange training for staff
Ensure accuracy and compliance to accounting standards, procedures and internal control
Prepare financial information for individuals, departments or companies
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Prepare financial statements and reports
Arrange for sale of financial products and investments
Prepare income tax returns from accounting records
Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
Analyze financial documents and reports
Examine accounting records
Investigate possible unethical conduct or breeches of securities or commodity futures law
Prepare tax returns
Supervision
~1 to 2 people
Credentials
Certificates, licences, memberships, and courses
~ Chartered Professional Accountant (CPA)
Experience and specialization
Computer and technology knowledge
Accounting software
Quick Books
Caseware/Caseview
MS Office
Internet
MS Excel
MS Windows
MS Outlook
Sage Accounting Software
Area of specialization
Financial planning
Accounting
Additional information
Work conditions and physical capabilities
Fast-paced environment
Work under pressure
Tight deadlines
Attention to detail
Large caseload
Large workload
Personal suitability
Accurate
Client focus
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Flexibility
Initiative
Interpersonal awareness
Judgement
Organized
Reliability
Team player
Ability to multitask
Adaptability
Due diligence
Proactive
Benefits
Health benefits
Dental plan
Health care plan
Vision care benefits
Financial benefits
Group insurance benefits
Life insurance
Other benefits
Free parking available
Learning/training paid by employer
Team building opportunities
Parking available
Travel insurance
Wellness program
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