Financial Services Professional

3 weeks ago


Richmond Hill, Ontario, Canada Jobgenix Full time

**Job Summary**

We are seeking a highly skilled Financial Services Professional to join our team at Jobgenix. This role is an excellent opportunity for someone who wants to grow their career in accounting and finance.

About the Role

This position involves providing exceptional financial services to our clients, including financial statement preparation, tax planning, and auditing. As a key member of our team, you will be responsible for ensuring that all client engagements are completed efficiently and effectively.

Responsibilities

  • Prepare and review financial statements, tax returns, and other financial documents for clients;
  • Analyze financial data to identify trends and areas for improvement;
  • Develop and implement strategies to improve client relationships and increase revenue;
  • Collaborate with colleagues to achieve team goals and objectives;
  • Maintain accurate and up-to-date records of client interactions and engagement files.

Requirements

To be successful in this role, you will need:

  • A Chartered Professional Accountant (CPA) designation or working towards it;
  • 1-3 years of experience in accounting and finance, preferably in a professional services environment;
  • Technical skills in accounting, auditing, asset depreciation, tax knowledge, and bookkeeping;
  • Experience with CaseWare and CCH (Tax Prep) is considered an asset;
  • Strong interpersonal and problem-solving skills;
  • Ability to exercise tact and discretion in dealing with confidential issues;
  • Ability to take initiative and multitask in a fast-paced environment characterized by changing priorities;
  • Strong written and verbal communication and comprehension skills;
  • Organizational and time management skills;
  • Accuracy and attention to detail;
  • Analytical skills for analyzing financial statements and preparing files;
  • Experience using Microsoft Suite; Excel, Word, PowerPoint, and Outlook.

What We Offer

As a Financial Services Professional at Jobgenix, you can expect:

  • A competitive salary of $60,000 - $80,000 per year, depending on experience;
  • A comprehensive benefits package, including health, dental, and vision insurance;
  • A retirement savings plan with employer matching contributions;
  • Opportunities for career growth and professional development;
  • A hybrid work environment with flexible hours and remote work options;
  • An annual performance bonus and divisional rewards plan;
  • A client referral program and employee referral program;
  • Social events and team-building activities.


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