Senior Financial Planner and Accountant

1 week ago


Markham, Ontario, Canada ASHISH PATEL PROFESSIONAL CORPORATION Full time
Job Title: Senior Financial Planner and Accountant

We are seeking an experienced Senior Financial Planner and Accountant to join our team at ASHISH PATEL PROFESSIONAL CORPORATION. This is a permanent position offering a competitive salary of $90,000 - $110,000 per year, depending on experience.

About the Role:

This senior-level accounting position requires a skilled professional to manage financial planning, budgeting, and forecasting for our clients. The successful candidate will have a strong background in accounting, financial planning, and management.

Responsibilities:
  • Financial Planning: Identify clients' financial goals and objectives, analyze their financial records, and develop comprehensive financial plans to help them achieve their goals.
  • Accounting: Manage balance sheets, profit/loss statements, and other financial reports to ensure accuracy and compliance with accounting standards.
  • Supervision: Supervise 3-4 staff members and provide guidance on accounting procedures, financial planning, and management best practices.
  • Certifications and Licenses: Possess certifications such as Chartered Accountants (CA) Designation, Canadian Securities Course (CSC), and other relevant certifications.
Requirements:
  • Bachelor's degree in Accounting or a related field.
  • 5+ years of experience in accounting, financial planning, and management.
  • Strong knowledge of accounting software, including Tally ERP, QuickBooks, and MS Excel.
  • Excellent communication, leadership, and problem-solving skills.
Benefits:
  • Paid time off (volunteering or personal days).
  • Work Term: Permanent.
  • Work Language: English.
  • Hours: 64 hours bi-weekly.


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