Financial Services Manager

3 days ago


Owen Sound, Canada Baker Tilly Full time
Job Summary

At Baker Tilly, we are seeking an experienced Senior Accountant to join our team in Owen Sound, Ontario. As a key member of our assurance team, you will be responsible for providing high-quality financial services to our clients. This role is ideal for a professional with a strong accounting background and excellent technical skills.

Key Responsibilities

• Prepare and review client information and working paper files
• Supervise engagements and related tax filings in a paperless office environment
• Complete assurance engagements with teams of 1-4 members
• Identify and resolve engagement issues
• Train and mentor junior staff on engagements
• Prepare Notice to Reader and Review Engagement reports
• Prepare personal tax returns

Requirements

• Bachelor's degree in Accounting, Finance, or Business
• Minimum 2-3 years of experience in public accounting or a similar finance role
• CPA designation or in progress
• Experience managing large engagements
• Tech-savvy with proven technical skills in accounting
• In-depth working knowledge of accounting and tax
• Advanced accounting, tax, and software knowledge
• Excellent written and verbal communication skills

What We Offer

• Competitive compensation and benefits package
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Flexible work arrangements and hybrid work-from-home option
• Comprehensive training and support program

How to Apply

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a dynamic team, please submit your resume and cover letter to our Chief Operating Officer, Ben Alexander, at Baker Tilly.

  • Owen Sound, Canada Meridian Full time

    Job SummaryMeridian is seeking a highly skilled Financial Services Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional member experience and delivering financial solutions that meet the needs of our members.Key ResponsibilitiesUnderstand the financial needs of our members and provide...


  • Owen Sound, Canada Meridian Full time

    Key ResponsibilitiesAs a Financial Services Associate at Meridian, you will be responsible for understanding the financial needs of our Members and providing tailored advice and recommendations to meet their goals.You will work closely with our Members to identify and promote solutions that add value to their financial lives, including investment advice and...


  • Owen Sound, Canada Meridian Full time

    Job SummaryMeridian is seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our members and providing expert advice and recommendations to meet their needs.Key ResponsibilitiesProvide investment advice and identify solutions that meet...


  • Owen Sound, Canada Meridian Full time

    Job SummaryMeridian is seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our members and providing expert advice and recommendations to meet their needs.Key ResponsibilitiesProvide investment advice and identify solutions that meet...


  • Owen Sound, Canada Meridian Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian Credit Union. As a key member of our branch sales team, you will be responsible for providing exceptional member experiences and delivering financial solutions that meet their needs.Key ResponsibilitiesUnderstand the financial needs of our...


  • Owen Sound, Canada Meridian Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian Credit Union. As a key member of our branch sales team, you will be responsible for providing exceptional member experiences and delivering financial solutions that meet their needs.Key ResponsibilitiesUnderstand the financial needs of our...


  • Owen Sound, Canada Meridian Full time

    At Meridian, we're seeking a highly skilled Financial Services Associate to join our team of dedicated professionals. As a key member of our Retail Banking Practice, you'll play a vital role in delivering exceptional Member Experience.Key Responsibilities:Understand the financial needs of our Members and provide tailored advice and recommendations.Meet and...


  • Owen Sound, Canada Royal Bank of Canada> Full time

    Unlock Your Potential as a Financial Services ProfessionalRoyal Bank of Canada is seeking a talented individual to join our team as a Financial Services Professional. As a key member of our wealth management team, you will be responsible for building and managing long-term client relationships, leveraging your investment strategy to create customized wealth...


  • OWEN SOUND, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team in Owen Sound. As a key member of our team, you will be responsible for providing exceptional client service, supporting the Investment Advisor team, and contributing to the growth and success of our clients.Key ResponsibilitiesSupport the Investment Advisor...


  • Owen Sound, Canada Meridian Full time

    Financial Services Associate RoleAt Meridian, our goal is to offer the best experience for our Members.We're seeking a Financial Services Associate to join our team.


  • Owen Sound, Canada BMO Financial Group Full time

    1150 16th Street East Owen Sound Ontario,N4K 1Z3 This is a casual position with no set hours. You will be required to be flexible and able to work at multiple branches within a nearby radius. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the...

  • Accounting Supervisor

    2 weeks ago


    Owen Sound, Canada Black Box Consultancy Services Incorporated Full time

    Job Summary: We are seeking an experienced Accounting Supervisor to join our team at Black Box Consultancy Services Incorporated. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Schedule events, programs, and activities to...


  • Owen Sound, Canada Black Box Consultancy Services Incorporated Full time

    Job Title: Accounting Operations ManagerJob Summary: We are seeking an experienced Accounting Operations Manager to join our team at Black Box Consultancy Services Incorporated. The successful candidate will be responsible for overseeing the day-to-day financial operations of the company, ensuring accuracy and efficiency in all financial transactions.Key...

  • Financial Analyst

    7 months ago


    Owen Sound, Canada Owen Sound Transportation Company Full time

    **GENERAL ACCOUNTABILITY** Reporting to the Manager of Financial Reporting, Planning and Analysis, the Financial Analyst is accountable for the accounts payable, banking, and financial analysis functions to ensure the company meets its obligations for confidential, timely and accurate processing financial transactions in accordance with company policies and...


  • Owen Sound, Canada Meridian Full time

    Description "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.   Find our story here:    Our Retail Banking Practice:   Our vision is to be recognized as...


  • Owen Sound, Canada Black Box Consultancy Services Incorporated Full time

    Accounting Supervisor Job DescriptionWe are seeking a highly skilled Accounting Supervisor to join our team at Black Box Consultancy Services Incorporated. The successful candidate will be responsible for overseeing the day-to-day operations of our accounting department, ensuring the accuracy and efficiency of financial transactions, and providing technical...


  • Owen Sound, Canada Black Box Consultancy Services Incorporated Full time

    Accounting Supervisor Job DescriptionWe are seeking a highly skilled Accounting Supervisor to join our team at Black Box Consultancy Services Incorporated. The successful candidate will be responsible for overseeing the day-to-day operations of our accounting department, ensuring the accuracy and efficiency of financial transactions, and providing technical...


  • OWEN SOUND, Canada Royal Bank of Canada Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a skilled Financial Advisor, Wealth Management to join our team. As a key member of our Wealth Planning group, you will be responsible for creating custom investment solutions for prospective and existing clients. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC...


  • Owen Sound, Canada Black Box Consultancy Services Incorporated Full time

    Accounting Supervisor Job DescriptionWe are seeking a highly skilled Accounting Supervisor to join our team at Black Box Consultancy Services Incorporated. The successful candidate will be responsible for overseeing the day-to-day operations of our accounting department, ensuring the accuracy and efficiency of financial transactions, and providing technical...


  • Owen Sound, Canada Black Box Consultancy Services Incorporated Full time

    Accounting Supervisor Job DescriptionWe are seeking a highly skilled Accounting Supervisor to join our team at Black Box Consultancy Services Incorporated. The successful candidate will be responsible for overseeing the day-to-day operations of our accounting department, ensuring the accuracy and efficiency of financial transactions, and providing technical...