Senior Accountant, Tax and Advisory

4 weeks ago

Oakville, Ontario, Canada QY Search & Advisory Full time

About the Role:

In this Senior Accountant position, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), from industries like healthcare, real estate construction, and small manufacturing. Your role will include managing tax compliance, conducting compilation engagements, and identifying financial and tax-planning opportunities. You will also have access to offshore bookkeeping support, allowing you to concentrate on high-level strategic work. The role offers work-from-home flexibility on Fridays post-onboarding.

Key Responsibilities:

  • Manage a portfolio of CCPC clients, ensuring accurate financial reporting and compliance with tax deadlines.
  • Act as the primary point of contact for clients, offering high-level, consultative tax and financial advice.
  • Lead and develop compilation engagements using CaseWare and maintain clean records in QBO.
  • Oversee preparation and filing of tax returns (T2, T1, T3, HST, T5013, T5018) using iFirm.
  • Collaborate with partners to develop tax-saving strategies and prepare detailed tax-planning memos.
  • Identify opportunities for financial planning and advisory services, contributing to the firm's overall growth.

Qualifications:

  • Canadian CPA designation or CFE completion with fulfilled hours.
  • Minimum 3+ years of experience in public accounting, with a specialization in tax preparation for both corporate and personal clients.
  • Strong knowledge of small CCPC tax requirements and relevant Canadian tax laws.
  • Advanced written and verbal communication skills for client engagement and internal collaboration.
  • Proficiency with CaseWare, QBO, and iFirm; familiarity with tax audit and review processes is an asset.
  • Completion of in-depth tax courses (MTAX) or significant tax-focused experience is highly desirable.
  • Team player with a proactive approach to problem-solving and client service

Compensation and Benefits:

  • Competitive starting salary of $100,000-$110,000 with growth potential based on performance.
  • Comprehensive medical benefits package.
  • 3 weeks of vacation, plus an additional 1-week year-end office shutdown to support work-life balance.
  • Potential for performance-based bonuses and career advancement within the firm.
  • Work from Home Fridays once settled into the role.

About the Company:

Our client, a well-established public tax and financial planning firm in Oakville, is known for delivering exceptional services to high-net-worth families and entrepreneurs. They are committed to accuracy, quality, and ensuring satisfaction for both clients and employees. The firm's collaborative culture and dedication to work-life balance create a distinctive and fulfilling work environment.

  • Senior Accountant, Tax and Advisory

    4 weeks ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    About the Role:In this Senior Accountant position, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), from industries like healthcare, real estate construction, and small manufacturing. Your role will include managing tax compliance, conducting compilation engagements, and identifying financial and tax-planning...

  • Senior Financial Planner, Tax and Advisory Services

    3 days ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    Job OverviewWe are seeking a Senior Financial Planner to join our tax and advisory services team in Oakville.

  • Senior Financial Planning Specialist

    2 weeks ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    Job Summary:We are seeking a skilled Senior Accountant to join our team in Oakville. As a Senior Accountant, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), providing expert tax compliance and financial planning services.About the Role:In this position, you will manage tax compliance, conduct compilation engagements,...

  • Accounting Professional

    4 weeks ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    Staff Accountant - Public AccountingWe are seeking a highly skilled Staff Accountant - Public Accounting to join our team at QY Search & Advisory. As a key member of our accounting team, you will be responsible for preparing financial statements and corporate tax returns for a variety of businesses. Your expertise in tax laws and regulations will ensure...

  • Senior Financial Analyst

    4 weeks ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    About the Role:In this Senior Accountant position, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), from industries like healthcare, real estate construction, and small manufacturing. Your role will include managing tax compliance, conducting compilation engagements, and identifying financial and tax-planning...

  • Senior Financial Planner

    3 weeks ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    About the Role:In this Senior Accountant position, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), from industries like healthcare, real estate construction, and small manufacturing. Your role will include managing tax compliance, conducting compilation engagements, and identifying financial and tax-planning...

  • Accountant Specialist

    3 days ago

    Oakville, Ontario, Canada Vaco Full time

    Company OverviewVaco is a leading full-service firm located in the GTA, offering accounting, assurance, tax, and advisory services. As a well-respected mid-sized firm, we provide our clients with expert guidance and support to help them achieve their goals.We are committed to fostering a culture of innovation, excellence, and teamwork. Our team members are...

  • Financial Accountant Assistant

    2 days ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    At AV Advisory & Investments Ltd, we are seeking a highly skilled Financial Accountant Assistant to join our team. In this role, you will play a vital part in maintaining the accuracy and integrity of our financial records.About the RoleThe successful candidate will have a strong background in bookkeeping and accounting principles, with the ability to...

  • Accounting Professional

    4 weeks ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    Staff Accountant - Public Accounting RoleWe are seeking a highly skilled Staff Accountant - Public Accounting to join our client, a reputable public accounting and financial planning firm. As a key member of the team, you will be responsible for preparing financial statements and corporate tax returns for a variety of businesses.Your primary focus will be on...

  • Financial Accountant

    4 weeks ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    Job SummaryWe are seeking a skilled Financial Accountant to join our team at AV Advisory & Investments Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with regulatory requirements.Key ResponsibilitiesPrepare and...

  • Accounting Clerk

    3 weeks ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    We are seeking a skilled Accounting Clerk to join our team at AV Advisory & Investments Ltd. As an Accounting Clerk, you will be responsible for calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key Responsibilities:Calculate and prepare cheques for...

  • Accounting Clerk

    4 weeks ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    Job SummaryWe are seeking a highly skilled Accounting Clerk to join our team at AV Advisory & Investments Ltd. As an Accounting Clerk, you will be responsible for performing a variety of accounting tasks, including calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial...

  • Accounting Professional

    4 days ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    Job SummaryWe are seeking an experienced Accounting Professional to join our team at AV Advisory & Investments Ltd. In this role, you will be responsible for performing a variety of accounting tasks, including calculating and preparing cheques for payroll, fixed assets and depreciation, and maintaining financial records.About the RoleThis is a permanent...

  • Senior Accounting Professional

    4 weeks ago

    Oakville, Ontario, Canada Vaco Full time

    About the CompanyVaco is a leading provider of accounting, assurance, tax, and advisory services in the Greater Toronto Area. Our client is a well-respected mid-sized firm seeking a Senior Staff Accountant or Manager to join their team.Why Work HereOpportunity to work for a well-established firm and advance to leadership positionsFlexible working...

  • Accounting Clerk

    4 weeks ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Accounting Clerk to join our team at AV Advisory & Investments Ltd. As an Accounting Clerk, you will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate...

  • Senior Accounting Specialist

    2 days ago

    Oakville, Ontario, Canada TRUMPF Canada Inc. Full time

    Job Description:We are seeking an experienced Senior Accountant to join our team at TRUMPF Canada Inc. as a key member of our finance department.About the Role:The successful candidate will be responsible for overseeing accounting operations, managing internal controls, and optimizing financial processes.They will ensure the accuracy and integrity of...

  • Financial Accountant

    2 days ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    Job Description:We are seeking a skilled Financial Accountant to join our team at AV Advisory & Investments Ltd. This is a permanent position offering a competitive salary of $45,000 - $60,000 per year, depending on experience.Job Summary:The successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll,...

  • Accounting Clerk

    4 weeks ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    Job SummaryWe are seeking a highly skilled Accounting Clerk to join our team at AV Advisory & Investments Ltd. As an Accounting Clerk, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and...

  • Accounting Clerk

    4 weeks ago

    Oakville, Ontario, Canada AV Advisory & Investments Ltd Full time

    Job SummaryWe are seeking a skilled Accounting Clerk to join our team at AV Advisory & Investments Ltd. The successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, and performing various accounting tasks.Key ResponsibilitiesMaintain general ledgers and financial statementsPost journal entriesPrepare...

  • Senior Financial Accountant

    3 weeks ago

    Oakville, Ontario, Canada Dreamforce Services Inc. Full time

    Position Overview:We are seeking a highly skilled and motivated Senior Financial Accountant to join our team at Dreamforce Services Inc. in a full-time, permanent capacity. The successful candidate will be responsible for managing the financial records and accounts of corporate clients, providing exceptional financial guidance and support.Key...