Lead Financial Consultant

4 weeks ago

Owen Sound, Canada Baker Tilly Full time

Baker Tilly is recognized as one of Canada's foremost associations of Chartered Professional Accounting firms and is an independent member of Baker Tilly International.

Since 1950, Baker Tilly SGB LLP has been a trusted provider of financial advisory, accounting, assurance, tax, and business consulting services in the Simcoe, Grey, and Bruce regions.

We foster a collaborative environment that encourages open communication across all levels of the organization. Our culture emphasizes personal interactions and supports both personal and professional growth. We are currently looking for a Senior Financial Analyst to report directly to the firm's partners.

This position is perfect for individuals who possess a strong sense of personal and professional accountability, have a commitment to excellence, and are motivated to achieve their highest potential.

We are seeking dedicated team players with a robust work ethic who are open to taking on increased responsibilities and pursuing personal development.

Work Arrangement:

Hybrid work-from-home option Compensation: $65,000 - $85,000 (flexible based on experience) Baker Tilly promotes progressive labor policies, including:

  • Competitive salary packages
  • Annual performance bonuses
  • Coverage for CPA fees
  • Commissions for new client acquisitions
  • Flexible working hours
  • Wellness and fitness incentives
  • Comprehensive health benefits (including Disability Insurance, Critical Illness, Life Insurance, and Health & Vision)
  • Generous paid time off
Key Responsibilities:

  • Compile and review client information and prepare working paper files
  • Conduct year-end planning for various clients
  • Supervise engagements and related tax filings in a paperless environment
  • Complete assurance engagements with teams of 1 – 4 members
  • Identify key performance indicators through technology
  • Address and resolve engagement issues
  • Train and mentor junior staff on engagements
  • Prepare Notice to Reader and Review Engagement reports
  • Prepare personal tax returns
  • Ensure client satisfaction with the firm's services
  • Deliver timely, high-quality client service that meets or exceeds expectations
  • Identify and cultivate new service or tax planning opportunities for clients
Qualifications:

  • A degree in Accounting, Finance, or Business
  • 2-3 years of experience in public accounting or a similar finance role
  • CPA designation or in progress is a strong asset
  • Experience managing large engagements
  • Proficient in accounting technology
  • In-depth knowledge of accounting and tax principles
  • Advanced knowledge of accounting software, including Tax Prep, CaseWare, Sage, and QuickBooks
  • Strong proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
  • Excellent leadership qualities, including active listening and clear communication
  • Strong analytical skills and attention to detail
  • A solid work ethic and a passion for challenges
  • Effective time management and self-motivation in a high-volume environment
  • Ability to manage multiple priorities efficiently
  • Commitment to client service excellence
  • Strong written and verbal communication skills
  • Willingness to continuously develop professional skills and adapt to a dynamic work environment
  • Flexibility to work overtime during peak periods, with compensation for additional hours worked
Application Information:

Baker Tilly is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. We encourage individuals requiring accommodation in the recruitment process to connect with us.

While we appreciate all interest, only candidates selected for an interview will be contacted.

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