Job Responsibilities Identify clients' financial goals and objectives
Manage balance sheets and profit/loss statements
Ensure accuracy and compliance to accounting standards, procedures and internal control
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Prepare financial statements and reports
Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
Analyze financial documents and reports
Examine accounting records
Provide financial, business and tax advice
Assist in the planning and execution of financial statement audits
Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Administer charitable or corporate trust funds
Employment Details Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 36 hours per week
Education:
Expérience:
Education Bachelor's degree
Tasks Identify clients' financial goals and objectives
Manage balance sheets and profit/loss statements
Ensure accuracy and compliance to accounting standards, procedures and internal control
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning




Prepare financial statements and reports
Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
Analyze financial documents and reports
Examine accounting records
Provide financial, business and tax advice
Assist in the planning and execution of financial statement audits
Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Administer charitable or corporate trust funds
Computer and technology knowledge Accounting software
SAP (FI/CO / HR / MM / OT SD)
Quick Books
MS Office
MS Excel
MS Outlook
Sage Accounting Software
Area of specialization Financial planning
Accounting
Transportation/travel information Valid driver's licence
Own vehicle
Willing to travel regularly
Personal suitability Client focus
Effective interpersonal skills
Excellent oral communication
Organized
Ability to multitask
Proactive
Screening questions Do you have experience working in this field?
Experience 2 years to less than 3 years
Workplace information Hybrid
Health benefits Dental plan
Health care plan
Vision care benefits
Financial benefits Bonus
Group insurance benefits
Registered Retirement Savings Plan (RRSP)
Stocks/shares
Other Benefits Team building opportunities

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📌 Accountant (Ontario)
🏢 Part Time CFO Services
📍 Ontario