Education
Bachelor's degree
Work setting
Accounting firm
Tasks
Identify clients' financial goals and objectivesManage balance sheets and profit/loss statementsPlan, set up and administer accounting systemsAnalyze clients' financial recordsPrepare financial information for individuals, departments or companiesDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningPrepare financial statements and reportsRecommend improvements to accounting systems and management practicesDevelop and maintain cost findings, reporting and internal control procedurePrepare income tax returns from accounting recordsAnalyze financial documents and reportsExamine accounting recordsProvide financial, business and tax advice
Certificates, licences, memberships, and courses
Chartered Professional Accountant (CPA)
Computer and technology knowledge
Bloomberg TerminalAccounting softwareSimply Accounting
Area of specialization
Financial planningAccounting
Experience
3 years to less than 5 years
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 35 to 40 hours per week