Who are we?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.About The RoleThis role works exclusively with U.S. based clients, serving clients under U.S. GAAP and the U.S. federal and state tax framework. Reporting to the firm's owner, this position plays a central role in ensuring productive internal operations, exceptional client service, and accurate financial reporting.What you'll doAccounting (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.Investigate discrepancies, correct coding errors, prepare and post journal entries and adjusting entries in compliance with US GAAP.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 managementPrepare, review,



and present accurate consolidated and entity-level financial statements and management reporting packagesPrepare complex tax returns for businesses (1120, 1120S, 1065) and individuals, including multi-state filings, self-employment income, and rental property activityEnsure timely and accurate filing of sales tax returns, business entity reports, and other required filingsReview returns prepared by staff, ensuring accuracy, compliance, and completeness before final submissionCoordinate internal tax workflow, track return statuses, and assign preparation tasks to ensure timely progress across all client accountsCollaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clientsMaintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimizationDeliver clear analysis of business performance, unit economics, margins, and portfolio trends across operationsLead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-makingClient communication & office coordinationServe as the primary point of contact for clients across all service areas, managing inbound calls, emails, and messages in a prompt and professional mannerAddress client questions regarding tax documents, financial reports, account reconciliations,



andpayment processing, escalating matters to the owner when appropriateProvide support during external audits, including compiling documentation, reconciling accounts and resolving auditor questionsMaintain internal workflows to support daily office operations, including document routing, data requests, and CRM upkeepRepresent the firm's values of integrity, reliability, and exceptional service in every client interactionWhat we're looking forThis position serves U.S. clients exclusively — U.S. tax experience and U.S. GAAP experience are strongly preferredAssociate'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 preparationStrong proficiency in QuickBooks Online, Microsoft Excel, Word, and client management softwareThorough understanding of Generally Accepted Accounting Principles (GAAP)Excellent communication, time management, and organizational skills, with strong attention to detailAbility to work independently and manage competing priorities and deadlines with professionalism and accuracyNice to haveQuickBooks Online ProAdvisor CertificationExperience with Intuit ProConnect and Zoho BooksTax preparation experience, including business and/or individual returns (1120, 1120S, 1065) and multi-state filingsExperience with multi-entity reporting and nonprofit or small business financialsUS CPA is a plus, but not requiredA positive, client-focused attitude with strong written and verbal communication skillsCompensation & BenefitsCompetitive base salaryComprehensive health, dental, and vision coverage.Paid time offCompensation Range: CA$65K - CA$85K

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