Senior Financial Analyst

1 week ago

Collingwood, Ontario, Canada Baker Tilly Full time
Job Description

Job Title: Senior Accountant

Job Summary:

Baker Tilly is seeking a highly skilled and experienced Senior Accountant to join our team. 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.

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