Virtual Client Manager, Chartered Professional Accountant

4 weeks ago


Calgary, Alberta, Canada Ascend Canada LLP Full time
Ascend LLP is a growth-oriented accounting, tax, and advisory firm with a national presence, proudly serving small and medium-sized businesses in communities across Canada. We are passionate about developing our people, creating opportunities that align with your career aspirations, and supporting you in reaching your full potential.
VIRTUAL CLIENT MANAGER

We are looking for a dedicated and detail-oriented Virtual Client Manager to join our team. This role is based in Calgary or Airdrie, Alberta, and will play a critical role in providing high-quality virtual accounting services and advisory support to our clients across Canada.

Has a passion for partnering with business owners to help them achieve their growth and success goals.

• Values teamwork and understands that collaboration is the foundation of achieving common goals.

• As a Virtual Client Manager, you will be responsible for managing a portfolio of clients in a fully digital environment, leveraging cloud-based accounting tools to provide financial guidance, compliance support, and advisory services. Manage a portfolio of clients, providing virtual accounting, tax, and advisory services.

• Prepare and review financial statements, tax filings, and other key financial reports.

• Utilize cloud-based accounting software and automation tools to optimize client financial processes.

• Provide insights and strategic financial advice to help clients optimize their business operations.

• Ensure compliance with Canadian accounting standards and tax regulations in a virtual setting.

• Identify opportunities to enhance client financial performance through digital solutions.

• Collaborate with internal teams to ensure seamless virtual service delivery.

A CPA designation with a minimum of 4 years of public accounting experience.

• Proven ability to manage client relationships in a fully digital environment.

• Proven expertise in accounting software such as Caseware, Jazzit, Keystone, Excel, Taxprep, and QuickBooks Online.

• Strong leadership skills, with a demonstrated ability to mentor, coach, and develop junior staff.

• A client-focused approach and a drive to deliver exceptional service and value.

Growth Opportunities and continuous support for professional development and career advancement.

• A focus on work-life integration to help you balance personal and professional priorities.

• A well-rounded benefits package designed to support your overall well-being.

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