Lead Financial Consultant

1 month ago

Vancouver, British Columbia, Canada People First Solutions Full time

People First Solutions is a premier financial consulting firm dedicated to providing comprehensive accounting and advisory services. Our mission is to build lasting partnerships with our clients, assisting them in realizing their aspirations for both personal and professional success. With a diverse range of services and expertise across various sectors, our team is committed to delivering exceptional results.

Position Overview:

We are seeking a dynamic individual to step into the role of Lead Financial Consultant. The ideal candidate will embody our commitment to outstanding client service and will play a pivotal role in guiding our clients towards financial excellence.

Key Responsibilities:

  • Collaborate closely with clients to deliver tailored financial solutions that meet their unique requirements.
  • Offer insightful recommendations to address the financial needs of both corporate entities and individual clients.
  • Ensure timely and precise delivery of financial information, demonstrating proficiency in a comprehensive suite of accounting, assurance, and tax services.
  • Stay informed on the latest tax regulations and accounting standards to provide up-to-date advice.
  • Prepare accurate returns for individuals, corporations, partnerships, trusts, estates, and non-profit organizations, ensuring compliance and punctuality.
  • Act as a trusted advisor, providing in-depth information that addresses various business challenges.
  • Mentor junior team members on firm protocols and oversee their work to ensure quality standards are met.

Qualifications:

  • A CPA designation is mandatory.
  • Minimum of 3 years of progressive accounting experience, with at least 3 years in a public accounting environment.
  • Proven experience in account management and the ability to train and guide junior staff.
  • Familiarity with ASPE and current standards for financial statement presentation, including assurance engagements.
  • Exemplary professionalism, integrity, and ethical standards, serving as a role model for others.
  • Strong interpersonal skills with a talent for direct client engagement, managing multiple client relationships effectively.
  • Exceptional attention to detail, capable of handling multiple reporting tasks and adapting to changing priorities.
  • Experience in compiling and reviewing tax filings, as well as preparing personal, corporate, and trust tax returns.
  • Research experience in tax and accounting matters, with a commitment to ongoing professional development.
  • A proactive and resourceful individual with high emotional intelligence and outstanding communication skills, willing to express and support opinions with factual evidence.
  • Solution-oriented problem solver with a deep understanding of interpersonal dynamics, adaptable to various personality types, and skilled in asking insightful questions.
  • Proficient in tax and accounting software, as well as MS Word, Excel, and Outlook.
  • Interest in business development and expanding the client base.

At People First Solutions, we prioritize hiring top talent for our clients. Our rigorous selection process is designed to gather detailed insights, utilizing Topgrading methodologies to effectively align high-performing candidates with key leadership positions. We also incorporate TalentSorter, a behavioral science-based assessment tool, to ensure a strong fit for our clients.

If you possess the essential skills, experience, and qualifications for this role, we encourage you to submit your application in confidence.

We appreciate the interest of all applicants in this opportunity.

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