Current jobs related to Financial Services Manager - Collingwood, Ontario - Baker Tilly

  • Financial Manager

    4 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Career OpportunityCollingwood General and Marine Hospital (CGMH) is seeking a highly skilled and experienced Financial Manager to join our team. As a key member of our Corporate Services department, you will play a critical role in driving the execution of our financial strategy and related initiatives.About the RoleThe Financial Manager will be responsible...

  • Financial Manager

    4 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Career OpportunityCollingwood General and Marine Hospital (CGMH) is seeking a highly skilled and experienced Financial Manager to join our team. As a key member of our Corporate Services department, you will play a critical role in driving the execution of our financial strategy and related initiatives.About the RoleThe Financial Manager will be responsible...

  • Financial Manager

    3 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job OpportunityCollingwood General and Marine Hospital is seeking a highly skilled and experienced Financial Manager to join our team.About the RoleThe Financial Manager will be responsible for driving the execution of the hospital's financial strategy and related initiatives, assessing financial performance and health, and identifying risks and mitigation...

  • Financial Operations Manager

    2 weeks ago

    Collingwood, Ontario, Canada ChristieCummings Full time

    Financial Operations ManagerChristie/Cummings is a full-service law firm seeking an experienced Financial Operations Manager to join our team. Our areas of expertise include business law, residential and commercial real estate transactions, estate planning and administration, estate litigation, commercial litigation, and family law. We provide exceptional...

  • Financial Services Professional

    4 weeks ago

    Collingwood, Ontario, Canada Meridian Full time

    Role OverviewAs a Financial Services Representative at Meridian, you will play a vital role in delivering exceptional Member experiences and driving business growth. You will be responsible for understanding the financial needs of our Members and providing tailored solutions to meet their goals.Key ResponsibilitiesIdentify and fulfill Member account...

  • Financial Services Professional

    4 weeks ago

    Collingwood, Ontario, Canada Meridian Full time

    Role OverviewAs a Financial Services Representative at Meridian, you will play a vital role in delivering exceptional Member experiences and driving business growth. You will be responsible for understanding the financial needs of our Members and providing tailored solutions to meet their goals.Key ResponsibilitiesIdentify and fulfill Member account...

  • Financial Operations Manager

    5 days ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Career Opportunity: We are seeking a highly skilled Financial Operations Manager to join our team at Collingwood General and Marine Hospital (CGMH). As a key member of our finance department, you will be responsible for driving the execution of our financial strategy and related initiatives, assessing financial performance and health, and identifying risks...

  • Financial Planning Specialist

    3 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with...

  • Financial Planning Specialist

    3 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Accountant

    2 weeks ago

    Collingwood, Ontario, Canada Baker Tilly Full time

    Job Summary:We are seeking a highly skilled Financial Accountant to join our team at Baker Tilly. As a key member of our financial services team, you will be responsible for maintaining the bookkeeping for a portfolio of clients, primarily using QuickBooks Online as well as several other common bookkeeping software. Your primary responsibilities will include...

  • Financial Accountant

    3 weeks ago

    Collingwood, Ontario, Canada Baker Tilly Full time

    Job Summary: Baker Tilly is seeking a highly skilled Financial Accountant to join our team in Collingwood, Ontario. As a key member of our financial services team, you will be responsible for maintaining the bookkeeping for a portfolio of clients, primarily using QuickBooks Online and other common bookkeeping software. Your primary responsibilities will...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Bookkeeper

    5 days ago

    Collingwood, Ontario, Canada Baker Tilly Full time

    Job SummaryWe are seeking a highly skilled Bookkeeper to join our team at Baker Tilly. As a Bookkeeper, you will be responsible for maintaining financial records, preparing financial statements, and ensuring accurate financial reporting.Key ResponsibilitiesMaintain accurate and up-to-date financial records for a portfolio of clients.Prepare and review...

Financial Services Manager

2 months ago

Collingwood, Ontario, Canada Baker Tilly Full time
Job Description

Job Title: Senior Accountant

Job Summary: We are seeking a highly skilled and experienced Senior Accountant to join our team at Baker Tilly. As a Senior Accountant, you will be responsible for providing high-quality financial services to our clients, including compilation and review of client information, working paper file preparation, and year-end planning.

Key Responsibilities:

  • Compilation and review of client information and working paper file preparation
  • Year-end planning for various clients
  • Supervising engagements and related tax filings within a paperless office environment
  • Completion of assurance engagements with teams of 1 – 4 team members
  • Identification of KPIs through technology
  • Identifying and resolving engagement issues
  • Training and mentoring junior staff on engagements
  • Preparation of Notice to Reader and Review Engagement reports
  • Preparation of personal tax returns
  • Ensuring the clients' satisfaction with the firm's services
  • Providing timely, high-quality client service that meets or exceeds client expectations
  • Identifying and cultivating new service or tax planning opportunities for clients

Requirements:

  • A college or university degree in Accounting, Finance, or Business
  • A minimum of 2-3 years of experience in public accounting or a similar finance role
  • CPA designation or in progress would be considered a strong asset
  • Experience managing large engagements
  • Tech savvy; proven technical skills in accounting
  • In-depth working knowledge of accounting and tax
  • Sound working knowledge of accounting principles
  • Advanced accounting, tax, and software knowledge, i.e.: Tax Prep, CaseWare, Sage, and QuickBooks
  • Advanced working knowledge of MS Office (Word, Excel, Outlook, PowerPoint)
  • As a Leader, you are an active listener, empathetic, and can share clear messages and make complex ideas easy to understand
  • You are a strategic thinker, and you are creative
  • You can inspire and convince others, and you are flexible to the needs of others
  • Demonstrated team-building skills
  • Highly analytical and accurate, attention to detail is critical to this role
  • A strong work ethic, and thrive on challenges
  • Strong time-management abilities and self-motivation to work independently in a high-volume work environment
  • Demonstrates the ability to handle multiple priorities effectively and efficiently
  • A passion for client service
  • Excellent written and verbal communication skills
  • A willingness to continually expand one's professional skill set, learn on the job, take on additional responsibilities as required, and respond to and thrive in a dynamic work environment

What We Offer:

  • Competitive compensation
  • Annual bonuses
  • Paid CPA fees
  • Commission on new client acquisitions
  • Flexible hours
  • Wellness and fitness incentives
  • Health benefits (Disability Insurance, Critical Illness, Life Insurance, Health & Vision)
  • Generous paid time off

Work Environment: This role is a hybrid work-from-home position. Candidates must be available to travel during the week to the office for critical meetings as required.