Our Hamilton, Ontario customer is a boutique CPA Owner managed accounting and tax services firm. Reporting to a CPA Supervisor and dotted line to the CPA Owner, the Staff Accountant position is available because the current Staff Accountant is relocating to a different region in Ontario.
The available Staff Accountant position is a hands-on role which focuses on Accounting, working paper, financial statement and tax return preparation and some minor book keeping tasks for a variety of clients
The salary range for this position is between $42,000 and $62,000 per year.
If you have completed a College degree in business or Accounting and are well organized and work efficiently and accurately under the pressure of scheduled deadlines, please arrange for a resume to be sent to firstname.lastname@example.org by May 6, e-mail subject line Hamilton Staff Accountant.
-Work persistently to gather information and when seeking solutions to problems such as missing client information.
-Make decisions on all but the most unusual accounting and income tax matters and enlist assistance from the CPA Supervisor whenever situations are beyond your area of expertise.
-Be, or very quickly become, competent with computer programs such as Microsoft Excel, Caseware, Caseview and TaxPrep.
-Bring and maintain an innate desire to be of service to others and demonstrate initiative to demonstrate that to and for each client file.
-Gather facts and figures, monitor self and others involved on the files and achieve reporting goals in a timely and factual manner.
-Be non-confrontational when handling or involved in conflict situations. Instead, bring a can-do attitude to all professional interactions.
-Retain a formal and professional manner, remaining unemotional in order to resolve client file problems.
-Be assertive and supportive but, non-demanding, of clients and the Bookkeeping staff and provide them with practical knowledge/information based upon your competence and subject matter specific expertise.
-Seek guidance from the CPA Supervisor when unsure or when a second set of eyes on the work is appropriate.
-Remain self-controlled and prepared to listen to what clients and others think and feel.
-Follow procedures and be supportive and helpful so clients will be satisfied with the accuracy and thoroughness of completed tasks. This requires the Staff Accountant to be well organized, detail oriented, able to multi-task and attentive to detail to ensure quality and reduce errors.
-Be approachable, thorough, methodical, self-disciplined, patient, logical, careful, diplomatic and finish the work while maintaining quality and standards.
-Be well organized and accurate under pressure of project deadlines.
-Work both independently and as a member of the team.
-Communicate effectively using excellent oral and written English language skills.
-Regularly demonstrate a high level of both productivity and accuracy by following established procedures, systems and methods.
Prepare and index working papers; performs various procedures including, reconciliation of bank and credit card amounts, enquiry of possible cut-off issues and reconciliation to accounts receivable and accounts payable, non-review of various expense accounts to determine proper classification and recording.
Verify accuracy and validity of client financial statements.
Bookkeeping adjustments to client trial balance’s via year-end adjusting entries.
Prepare draft year-end financial statements for the CPA Supervisor to review and approve.
During tax season, while actively demonstrating and supporting the firm’s philosophy, policies, procedures and tax opinions, complete T1 personal income tax returns for clients and have the CPA Supervisor review the work before final submission.
Complete corporate tax returns and participate in client engagements including,, but not limited to, ensuring accurate entry of financial statement information, determination of various non-deductible amounts requiring addback on the tax return, comparing client year’s data entry to prior year’s to ensure completion of tax return information and completion of other aspects of corporate income tax return to ‘draft’ filing position.
Proactively demonstrate actions and present recommendations to resolve client issues and strengthen client relationships and loyalty.
Demonstrate general knowledge of economics, political and business conditions that may impact clients.
Research and recommend tax planning opportunities for each client.
Maintain contact with peers and develop network of business contacts to help cultivate referrals.
Other and ad-hoc requests and special projects as required within a growing, Owner-managed, public accounting firm.