Crowe Soberman

Accountant

• Plan and prepare time budget for review and audit engagements
• Prepare financial statements including all required notes and year end letters
• Ensure all planned procedures have been completed in accordance with firm’s policies and GAAS
• Complete audit sections: walkthroughs, internal control analyses, accounts receivable, accounts payable, inventory, revenue, and expenses
• Complete entire NTRs, reviews, and small audits
• Train and supervise junior staff on audit engagements
• Prepare corporate and personal tax returns

Senior Staff Accountant

• Assist in the development and implementation of tax planning strategies for various clients
• Prepare written reports as required for various assignments such as tax compliance, tax consulting, objections or appeals
• Assist with tax mergers and acquisition assignments including: due diligence, acquisition structuring, sale of business planning
• Tax compliance: review personal, corporate, and trust tax returns
• Perform research on complex tax issues and writing memoranda on findings to privately held businesses and high net worth individuals
• Engage in discussions and correspondence with various tax authorities to explain positions taken by clients and to determine reasons for assessed amounts
• Maintain a current and high level of familiarity and understanding of tax codes, regulations, and other technical information
• Planning, consulting on, and implementing tax reorganizations and estate plans
• Creating and implementing post mortem tax planning
• Liaise with partners, clients, and client counsel to create and implement tax and estate planning strategies
• Serve as a technical resource for staff and provide suggestions for resolving technical issues
• Utilize staff to meet client deliverables in a timely manner and on budget
• Mentor and coach professional staff throughout the year and provide support and development to advance their careers
• Write external publications and blog posts and other memoranda
• Participate in firm promotion events to increase awareness of the firm and its services in the marketplace

Senior Manager, Tax

• Prepare financial statements including all required notes and year end letters
• Ensure all planned procedures are completed in accordance with the firm’s policies and GAAS
• Complete audit sections: walkthroughs, internal control analysis, accounts receivable, accounts payable, inventory, revenue and expenses
• Complete entire NTRs, reviews and small audits
• Prepare corporate and personal tax returns
• Review significant assurance engagement findings or questions involving accounting principles with Manager or Partner

Intermediate Staff Accountant

• Work on professional client engagements including compilations, reviews and audits across multiple industries
• Report directly to the Partner or Manager
• Exposure to both corporate and personal tax

Junior Staff Accountant

Bookkeeper

• Provide the highest quality of service and attention to our clients by utilizing Xero, a cloud accounting technology to facilitate client bookkeeping
• Maintaining bank account records; conduct a monthly reconciliation of every bank account
• Conducting periodic reconciliations of all accounts to ensure accuracy
• Coordinating and supporting preparation of the client’s financial statements
• Assembling information for the year end work
• Maintaining and updating accounting records by performing duties such as recording and posting transactions in journals and the general ledger for accounts payable, accounts receivable and payroll
• HST/GST calculations, reporting and filing
• T4 and T5 preparation
• Processing payroll in a timely manner: calculations, reporting and filing
• Complying with all government reporting and filing protocols
• Maintaining electronic filing systems

Senior Staff Accountant

Senior Manager, Tax

Intermediate Staff Accountant

Junior Staff Accountant

Cloud Accounting Bookkeeper