The Company is a client-focused CPA firm serving individuals, businesses, and nonprofit organizations across a wide range of industries. We are currently seeking a well-rounded, detail-oriented, and proactive professional to step into a hybrid role encompassing accounting, tax preparation & review, and client communication management for US based clients. S. based clients, serving clients under U.S. federal and state tax framework.

Accounting (full-cycle bookkeeping & reconciliation) Manage full-cycle bookkeeping and account reconciliations for monthly, quarterly, and semiannual clients across a wide range of industries. Perform monthly bank and credit card reconciliations, ensuring financial records are accurate and up to date. Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings.

Provide support during external audits, including compiling documentation, reconciling accounts, and resolving auditor questions. Review client general ledger data to identify irregularities and implement corrective adjustments for clean financials. Maintain organized digital records of all client financials, reports, and internal communications to ensure audit readiness and operational transparency.

Tax preparation, review & workflow management Prepare complex tax returns for businesses (1120, 1120S, 1065) and individuals, including multi-state filings, self-employment income, and rental property activity Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings Coordinate internal tax workflow, track return statuses,



and assign preparation tasks to ensure timely progress across all client accounts Collaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clients Maintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimization Deliver clear analysis of business performance, unit economics, margins, and portfolio trends across operations Lead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-making Client communication & office coordination Address client questions regarding tax documents, financial reports, account reconciliations, and Provide support during external audits, including compiling documentation, reconciling accounts and resolving auditor questions Maintain internal workflows to support daily office operations, including document routing, data requests, and CRM upkeep This position serves U.S. tax experience and U.Associate's or Bachelor's degree in Accounting or a related field (or equivalent experience) ~3+ years of experience in public accounting, bookkeeping, and/or tax preparation ~ Robust proficiency in QuickBooks Online, Microsoft Excel, Word, and client management software ~ Thorough understanding of Generally Accepted Accounting Principles (GAAP) ~ QuickBooks Online ProAdvisor Certification Tax preparation experience, including business and/or individual returns (1120, 1120S, 1065) and multi-state filings US CPA is a plus, but not required Competitive base salary Comprehensive health, dental, and vision coverage.

📌 Accountant & US Tax Manager (Oakville)
🏢 Fincentify
📍 Oakville