About the Firm Daleman & Westcott Professional Corporation is a growing public accounting firm serving owner-managed businesses and not-for-profit organizations primarily in Muskoka. We pride ourselves on delivering high-quality professional services while building long-term relationships with our clients. We are looking for an experienced Senior Accountant to join our team and take ownership of a portfolio of compilation engagements and tax files. The Opportunity The Senior Accountant will be an important member of our professional team and will have responsibility for managing client files from start to partner level review. The successful candidate will be responsible for preparing, in accordance with professional and firm standards:
- Compilation engagements
- Accounting work on Review and Audit Engagements
- T2 corporate income tax returns
- Information returns (T4, T5, EHT etc.) The successful candidate will be expected to manage assigned engagements independently, communicate directly with clients, resolve routine accounting and tax matters, identify significant or complex issues and report them to the partner for consultation and guidance.

Key Responsibilities

- Responsible for completing year end engagement files and clearing partner review notes
- Plan and manage engagements to ensure professional, firm quality standards and deadlines are met
- Identify and communicate client service opportunities to the partner
- Monitor time budgets and report overages to the partner
- Work within the scope of agreed terms with the client
- Complete client acceptance procedures for partner approval
- Communicate directly with clients to obtain information, resolve outstanding questions and keep files moving forward
- Identify missing information, accounting issues and potential tax issues without relying on partners to manage the day-to-day process
- Use professional judgment to determine when issues require partner involvement
- Bring significant, unusual or complex accounting and tax matters to the partner with appropriate research and supporting information
- Respond to partner review notes and finalize files in a timely manner




- Maintain strong client relationships and act as a reliable day-to-day contact for assigned clients Compilation, Review and Audit Engagements
- Complete client acceptance procedures on compilation engagements for partner review and approval
- Prepare adjustments and complete compilation working papers and financial statements using firm methodology and complying with CPA and firm standards
- Prepare year-end adjusting entries for review and audit engagements for draft financial statements
- Prepare account reconciliations
- Perform stand back procedures as required by professional standards
- Identify accounting and financial reporting issues and discuss significant matters with the partner
- Communicate directly with clients regarding accounting records, year-end adjustments and required information
- Explicit review notes and adjustments arising from partner review
- Prepare client deliverables
- Prepare the completed files for lockdown Corporate Tax – T2
- Prepare and complete T2 corporate income tax returns for Canadian-controlled private corporations
- Prepare and reconcile investment cost and income by type of income required for reporting on the T2
- Prepare associated tax schedules and supporting working papers
- Review shareholder accounts, capital transactions, dividends, tax pools and other tax-sensitive items
- Identify tax issues and planning opportunities for discussion with partners
- Communicate directly with clients regarding corporate tax information and requirements
- Review CRA assessments and reassessments and assist with resolving corporate tax matters
- Prepare working papers to reconcile differences between a tax assessment and filed return




- Coordinate the tax return process with the related compilation engagement where applicable Supporting and Developing the Team
- Provide guidance and assistance to CPA students and intermediate accounting staff
- Review work prepared by junior team members where appropriate and assigned
- Help junior staff understand accounting and tax issues encountered on client files
- Work collaboratively with partners and other members of the firm to ensure files are completed efficiently and to both firm and professional standards
- Contribute to improving firm processes, templates, checklists and workflows Qualifications and Experience The successful candidate will have:
- 5+ years of public accounting experience, preferably with experience in compilation engagements
- Experience in the industry as a financial controller, responsible for the bookkeeping and accounting cycle
- College Diploma in Business or Accounting
- Strong bookkeeping skills
- Ability to prepare working papers that:
- are accurate and complete
- are referenced to supporting documents and sources
- are self-explanatory
- a knowledgeable reviewer can review without correcting
- Strong analytical skills to analyze and reconcile bank accounts, investment accounts, intercompany accounts and tax accounts
- Functional ability to prepare Canadian corporate tax returns for a small group of associated companies
- Experience with Caseware, TaxCycle (or similar tax software), QuickBooks, QuickBooks Online, Sage is an asset
- Proficient in MS Office Suite (Word, Excel, Office)
- Strong organizational and time-management skills
- Attention to detail and ability to follow instructions
- Strong written and verbal communication skills
- Ability to manage multiple client files and deadlines independently
- Professional judgment and the ability to recognize when an issue requires partner involvement
- A client-service mindset and the ability to develop positive relationships with clients Pay: From $75,000.00 per year

Benefits:
- Dental care
- Extended health care
- Vision care Work

Location:
In person

📌 Senior Accountant (Bracebridge)
🏢 Daleman & Westcott Professional
📍 Bracebridge