Financial Services Manager

1 week ago

Collingwood, Ontario, Canada Baker Tilly Full time
Job Description

Job Title: Senior Accountant

Job Summary: We are seeking a highly skilled and experienced Senior Accountant to join our team at Baker Tilly. 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.

  • Director of Financial Operations

    1 week ago

    Collingwood, Ontario, Canada Tracks Employment Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Director of Financial Operations to join our team at Tracks Employment Services. As a key member of our organization, you will be responsible for leading our financial management efforts and ensuring the effective execution of our financial strategies.Key ResponsibilitiesFinancial Planning and...

  • Director of Financial Operations

    1 week ago

    Collingwood, Ontario, Canada Tracks Employment Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Director of Financial Operations to join our team at Tracks Employment Services. As a key member of our organization, you will be responsible for leading our financial management efforts and ensuring the effective execution of our financial strategies.Key ResponsibilitiesFinancial Planning and...

  • Financial Manager

    1 week ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Career OpportunityCollingwood General & Marine HospitalJob SummaryWe are seeking a highly skilled and experienced Financial Manager to join our team at Collingwood General & Marine Hospital. As a key member of our Corporate Services department, you will be responsible for driving the execution of our financial strategy and related initiatives.Key...

  • Financial Manager

    2 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Career OpportunityCollingwood General & Marine HospitalJob SummaryWe are seeking a highly skilled and experienced Financial Manager to join our team at Collingwood General & Marine Hospital. As a key member of our Corporate Services department, you will be responsible for driving the execution of our financial strategy and related initiatives.Key...

  • Financial Accountant

    1 week ago

    Collingwood, Ontario, Canada Baker Tilly Full time

    Job Summary:Baker Tilly is seeking a highly skilled Financial Accountant to join our team in the Collingwood office. As a key member of our financial services team, you will be responsible for maintaining the bookkeeping for a portfolio of clients, primarily using QuickBooks Online and other common bookkeeping software.Key Responsibilities:Maintain accurate...

  • Financial Accountant

    2 weeks ago

    Collingwood, Ontario, Canada Baker Tilly Full time

    Job Summary:Baker Tilly is seeking a highly skilled Financial Accountant to join our team in the Collingwood office. As a key member of our financial services team, you will be responsible for maintaining the bookkeeping for a portfolio of clients, primarily using QuickBooks Online and other common bookkeeping software.Key Responsibilities:Maintain accurate...

  • Financial Strategy Analyst

    4 weeks ago

    Collingwood, Ontario, Canada TIAA Full time

    Role Overview: As a key member of our team, the Financial Strategy Analyst collaborates with clients to pinpoint their financial aspirations, assess their financial situation, and formulate tailored recommendations that guide them towards clearly defined financial goals. Key Responsibilities: Efficiently manage time and resources to optimize client...

  • Spécialiste principal en services financiers

    3 days ago

    Collingwood, Ontario, Canada CIBC Full time

    Nous sommes à la recherche d'un Spécialiste principal en services financiers - OCRCVM pour rejoindre notre équipe de la Banque CIBC. En tant que membre de notre équipe, vous serez responsable de gérer et de développer un portefeuille de clients spécialisés, en établissant des relations clés, en créant des plans financiers complets et en...

  • Spécialiste principal en services financiers

    3 days ago

    Collingwood, Ontario, Canada CIBC Full time

    Nous sommes à la recherche d'un Spécialiste principal en services financiers - OCRCVM pour rejoindre notre équipe de la Banque CIBC. En tant que membre de notre équipe, vous serez responsable de gérer et de développer un portefeuille de clients spécialisés, en établissant des relations clés, en créant des plans financiers complets et en...

  • Financial Advisory Consultant II

    4 weeks ago

    Collingwood, Ontario, Canada TIAA Full time

    The Financial Advisory Consultant plays a pivotal role within a collaborative team, dedicated to assisting clients in defining their financial aspirations, assessing their financial circumstances, and formulating tailored strategies to achieve their specific financial goals. This position emphasizes teamwork to enhance the collective portfolio through client...

  • Patient Services Manager

    3 days ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job Title: Manager, Patient ServicesCollingwood General and Marine Hospital is seeking a highly skilled and experienced Manager, Patient Services to join our team. As a key member of our leadership team, you will be responsible for the effective and efficient operation of our patient care units, working in collaboration with our Chief of Department.Key...

  • Patient Services Manager

    3 days ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job Title: Manager, Patient ServicesCollingwood General and Marine Hospital is seeking a highly skilled and experienced Manager, Patient Services to join our team. As a key member of our leadership team, you will be responsible for the effective and efficient operation of our patient care units, working in collaboration with our Chief of Department.Key...

  • Client Services Manager II

    4 days ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:This leadership position is responsible for overseeing the day-to-day operations of a fast-paced branch, ensuring a positive working environment, change management, and adherence to regulatory requirements. The ideal candidate will have a proven track record of leading high-performing teams and driving operational improvements.Key...

  • Client Services Manager II

    3 days ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:This leadership position is responsible for overseeing the day-to-day operations of a fast-paced branch, ensuring a positive working environment, change management, and adherence to regulatory requirements. The ideal candidate will have a proven track record of leading high-performing teams and driving operational improvements.Key...

  • Lead Financial Performance Manager

    4 weeks ago

    Collingwood, Ontario, Canada LifeWorks Full time

    About LifeWorks: LifeWorks is dedicated to enhancing the well-being of individuals and organizations. Our mission is to empower every person to achieve their optimal health through innovative solutions. Role Overview: As a key player in our organization, you will lead our financial performance management initiatives, ensuring that we meet our objectives in...

  • Conseiller financier

    4 weeks ago

    Collingwood, Ontario, Canada Banque Nationale Full time

    Rejoignez notre équipe en tant que Conseiller Financier Une carrière enrichissante au sein de la Banque Nationale vous attend. En tant que conseiller financier, vous aurez l'opportunité de jouer un rôle clé dans l'amélioration de la vie de nos clients, de vos collègues et de vous-même. Votre approche empathique et votre capacité d'analyse vous...

  • Spécialiste principal en services financiers

    7 days ago

    Collingwood, Ontario, Canada CIBC Full time

    Nous sommes une banque axée sur les relations qui construit un avenir moderne. Nous recherchons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. À la Banque CIBC, nous mettons en valeur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont...

  • Spécialiste principal en services financiers

    6 days ago

    Collingwood, Ontario, Canada CIBC Full time

    Nous sommes une banque axée sur les relations qui construit un avenir moderne. Nous recherchons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. À la Banque CIBC, nous mettons en valeur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont...

  • Accounting Clerk

    2 weeks ago

    Collingwood, Ontario, Canada AppleOne Full time

    Job Summary:We are seeking an experienced Accounting Clerk to join our team at AppleOne. As an Accounting Clerk, you will be responsible for providing financial data entry and administrative support to our clients.Key Responsibilities:Accurately and efficiently enter financial data into our systemProcess accounts payable and ensure timely payment to...

  • Accounting Clerk

    1 week ago

    Collingwood, Ontario, Canada AppleOne Full time

    Job Summary:We are seeking an experienced Accounting Clerk to join our team at AppleOne. As an Accounting Clerk, you will be responsible for providing financial data entry and administrative support to our clients.Key Responsibilities:Accurately and efficiently enter financial data into our systemProcess accounts payable and ensure timely payment to...