Financial Analyst

5 days ago


Peterborough, Ontario, Canada CB Canada Full time

At CB Canada, we're looking for a highly skilled Financial Analyst - Tax Specialist to join our team.

About the Role

This is an exciting opportunity for a detail-oriented and organized professional to work on various financial tasks, including compilations for small to medium-sized business clients, bookkeeping projects, and preparing financial statements and tax returns. You will also be responsible for payroll processing, remittances of source deductions, and responding to client queries.

The ideal candidate will have post-secondary education in business administration, preferably with a specialization in accounting, and 2-4 years of experience in bookkeeping and tax return preparation. Advanced computer skills in QuickBooks, Profile, CaseWare, Excel, and Outlook are also essential.

Key Responsibilities:
  • Prepare and complete working papers, financial statements, tax returns, and trust returns for clients in owner-managed businesses.
  • Complete payroll processing, ROEs, T4s, T4As, T5s, and T5013s.
  • Remittances of source deductions, WSIB, EHT, and Sales Tax.
  • Draft responses to client queries for manager review.
  • Build effective working relationships with client contacts and respond effectively to client requests and suggestions related to the engagement.
Benefits:

We offer competitive wages and flexible time off, as well as access to top jobs, competitive compensation, and benefits. Our collaborative culture influences all aspects of our business, and we value the input of all employees.

About Us

CB Canada is a regional accounting, law, and wealth management firm with offices in Oshawa, Port Perry, and Peterborough. We pride ourselves on putting our people and the environment first, and we're committed to reducing our environmental impact by continuously improving our facilities and processes.

Our estimated salary for this role is $90,000 to $110,000 per year, depending on experience and qualifications.


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