- Education: Bachelor's degree
- Experience: 2 years to less than 3 years
Tasks
Identify clients' financial goals and objectivesManage balance sheets and profit/loss statementsTrain staffAnalyze clients' financial recordsEnsure accuracy and compliance to accounting standards, procedures and internal controlPrepare financial information for individuals, departments or companiesDevelop financial plans for clientsPrepare reports and audit findingsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningPrepare financial statements and reportsArrange for sale of financial products and investmentsConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirementsPrepare income tax returns from accounting recordsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationAnalyze financial documents and reportsExamine accounting recordsProvide financial, business and tax adviceAssist in the planning and execution of financial statement auditsKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsOversee payroll administration
Work conditions and physical capabilities
Fast-paced environmentWork under pressureTight deadlinesAttention to detailLarge caseloadLarge workload
Personal suitability
AccurateClient focusDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationFlexibilityInitiativeInterpersonal awarenessJudgementOrganizedReliabilityTeam playerAbility to multitaskAdaptabilityDue diligenceProactive
Work Term: Permanent
Work Language: English
Hours: 40 hours per week