- Successful completion of Common Final Evaluation (CFE), or near completion - Solid technical experience in accounting and tax - Understanding of CSRS 4200 (Compilation engagements), Accounting Standards for Private Enterprises (“ASPE”) and CSRE 2400 (Review engagements) - Strong organizational skills and attention to detail - Experience with Caseware/Caseview, Keystone, TaxPrep, and Quickbooks (QBO) is an asset - Able to communicate well with clients both verbally and in writing - Strong working knowledge of MS Office suite and ability to grasp new technology tools - Ability to execute on deliverables in a deadline-driven setting - Results-oriented with a sense of urgency. Quick learner, self-starter and exudes a “can do” attitude - Passion to learn and grow,
and be an integral part of a high-performing team Primary Responsibilities - Assist in planning, execution and completion of a wide range of Review and Compilation engagements, both independently and as part of a team - Prepare personal, corporate, and trust tax returns - Collaborate with management team on file planning and completion within time constraints - Provide personal, attentive service to clients to encourage productive working relationships - Preparation and review of financial statements and related note disclosure