Senior Financial Consultant

7 days ago


Oakville, Ontario, Canada The Linchpin Co. Full time
Overview

The Linchpin Co. is a people operations group specializing in custom recruitment and consulting services for businesses.

We cater to high-income families and entrepreneurs by delivering tailored tax and financial planning solutions.

Job Details

This position offers an estimated salary range of $100,000-$120,000 per annum, depending on experience.

Benefits include comprehensive health coverage, generous vacation time, and paid personal days.

Key Responsibilities

As our ideal candidate, you will manage client relationships, handle financial reporting, and ensure tax compliance for CCPC clients.

You will be responsible for compilation engagements using Caseware and filings with ifirm, as well as advising on tax and financial planning opportunities for our team.

Requirements

To succeed in this role, you must have 3+ years of experience in public accounting and tax preparation, with a strong background in CCPC clients and Caseware, ifirm, and QBO.

A CPA designation is required, and experience with MTax is considered an asset.

Location and Work Environment

This position is based onsite in Oakville, ON, offering a collaborative work environment and excellent career growth opportunities.



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