Manage a portfolio of growth-oriented clients in a wide range of industries across Canada, ensuring that deliverables are timely, accurate, and aligned with client expectations
Take ownership of delivering timely and accurate bookkeeping, accounts payable, month-end / quarter-end close, sales tax filing preparation and management reporting responsibilities for a portfolio of Canadian clients utilizing a variety of cloud-based software
Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams
Respond to all client queries within 1 business day
Enhance sustainability and effectiveness of key processes by recording training videos and creating step by step procedures

Requirements

3+ years of full-cycle cloud bookkeeping or accounting using Quickbooks Online or Xero for a portfolio of 10+ clients simultaneously
Chartered Professional Accountant (CPA), Certified Professional Bookkeeper (CPB) is preferred
Experience completing bank reconciliations, clearing accounts, and completing sales tax filings, payables and invoicing
Excellent written and verbal communication skills
Strong attention to detail and due dates to produce high quality deliverables
Knowledge in Microsoft Office (Outlook, Excel and Teams in particular) and a passion for technology
Demonstrated adaptability to test and quickly learn new concepts and tools
Self-starter who works well autonomously and thrives in a fast-paced environment

Benefits

A comprehensive, cost-shared benefits package that includes long-term disability and critical illness coverage
A cell phone allowance
A new laptop
A $500 contribution towards your home office set-up to make your workspace more comfortable
Flexible hours
Half-days on Fridays in August

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

cloud bookkeepingaccountingQuickbooks OnlineXerobank reconciliationssales tax filingsaccounts payableinvoicingfinancial analysismanagement reporting

Soft Skills

written communicationverbal communicationattention to detailadaptabilityself-starterautonomytime managementclient managementproblem-solvingtraining development

Certifications

Chartered Professional Accountant (CPA)Certified Professional Bookkeeper (CPB)