Senior Accountant - Tax & Advisory

Reports to: Senior Tax and Advisory Manager

Location: Remote

Type: Full-Time, Permanent

Expected Hours: 40 per week

About Us:

At YBL Accounting, we are a team of cutting-edge problem solvers committed to delivering an exceptional client experience. The business owners we work with have big goals, and we understand that achieving these goals depends on having a well-oiled machine. We provide our clients with the tools, resources, and expertise needed to fulfill their potential, ensuring no money is left on the table in the process. We aim to build genuine connections and lead with compassion, consistently exceeding the expectations of entrepreneurs who are in need of support.

Our firm is known for its collaborative and innovative culture, where we leverage technology to provide outstanding service. We specialize in serving diverse industries, including real estate, healthcare, consulting, and high-level trades. Our team is composed of dedicated professionals who are passionate about growth, both personally and professionally. We believe in the power of teamwork and strive to create an environment where everyone can thrive. At YBL Accounting, we prioritize collaboration, honesty, adaptability, and the principles of the Entrepreneurial Operating System (EOS) to drive continuous improvement and alignment within our team. For more information, visit www.ybl.ca.

Position Overview:

We are seeking a forward-thinking and analytical Senior Accountant to join our growing team, with a strong focus on providing advisory services to our clients. This role centres on delivering strategic financial guidance, tax planning, and business advisory, while also managing compliance and financial reporting functions. The ideal candidate will have extensive experience in both personal and corporate tax, including various corporate structures, and will be adept at identifying opportunities for clients to optimize their financial performance. With multiple projects to manage, your ability to prioritize and provide value-driven advice will be key to helping clients achieve their business goals. You will work closely with management and utilize the Entrepreneurial Operating System (EOS) framework to drive continuous improvement for both the firm and our clients.

Key Responsibilities:

- Client Management & Advisory:
- Serve as the primary point of contact for clients, delivering advisory services including financial analysis and strategic planning.
- Regularly engage with clients to assess their needs and identify opportunities to expand services.
- Work with management on complex advisory tasks, such as corporate restructuring, M&A;, and high-level transactions.
- Tax Planning and Compliance:
- Lead tax planning strategies, ensuring clients minimize liabilities and comply with tax laws.
- Prepare and review complex corporate and personal tax returns, ensuring accuracy and compliance.
- Financial Reporting and Analysis:
- Prepare accurate monthly, quarterly, and annual financial statements - including compilation engagements.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Contribute to budgeting and forecasting processes, providing analytical support to guide decision-making.
- Budget & Time Management:




- Manage client engagements within budget and timeline constraints, ensuring that deadlines are met while maintaining high standards of quality.
- Monitor time spent on client tasks and ensure accurate time tracking for billing purposes.
- Team Leadership and Development:
- Mentor and support staff accountants, fostering a culture of growth and development.
- Participate in regular EOS-driven team meetings and ensure the team’s alignment with EOS tools and principles.
- Compliance and Audit:
- Ensure adherence to accounting standards and company policies.
- Coordinate tax filings and audits, working closely with auditors.
- Cross Department Collaboration:
- Collaborate with various internal departments to ensure consistent service delivery and streamlined workflows.
- Foster open communication across teams to address client needs and support overall business goals.
- Work with other teams to share insights, solve problems, and ensure the seamless execution of client engagements.
- CRA Communication:
- Act as the primary liaison with the Canada Revenue Agency (CRA) on behalf of clients.
- Handle client inquiries and provide support in resolving CRA disputes, audits, and assessments.
- Ensure all client communication with the CRA is accurate, timely, and compliant with regulatory requirements.

Technology, AI & Continuous Improvement

AI is part of how every role at YBL works. We use Claude every day alongside the AI built into our platforms, connected to the systems we run on, including Notion, Karbon, Compass, Microsoft 365, and YBL Relay for our own custom apps. Using AI well is a rated competency in reviews and a factor in compensation.

Across every role at YBL:

- Use Claude, its skills, and connectors to work directly with client and firm data in the systems where it lives.
- Use the AI built into the platforms you work in, such as Kai in Karbon.
- Review every output before it reaches a client or teammate, and have Claude ask rather than guess.
- Handle client information carefully, using only approved tools and connectors.
- Ask "should this be a skill?" about repetitive work, and share what works with the team.

At the Senior level, you will:

- Build, test, and own skills, and document them in Claude Assets.
- Review AI-assisted work from others and coach the team on effective, safe use.
- Use Claude and Compass to prepare advisory insights and client conversations.

How this is measured: You consistently meet the Claude and Kai usage targets on your department's EOS scorecard.

Qualifications:

- Bachelor’s degree in Accounting, Finance, or related field.
- CPA designation preferred; candidates with significant, directly relevant experience may be considered in lieu of designation.
- Extremely solid written and verbal communication skills.
- 5+ years of progressive accounting experience,



preferably in a public accounting or cloud accounting environment.
- 2+ years of experience providing tax planning and client advisory services.
- Deep knowledge of accounting principles, practices, standards, laws, and regulations.
- Strong leadership skills and experience mentoring staff accountants.
- Proficiency in accounting software, particularly QuickBooks Online, Tax Cycle and Karbon.
- Excellent problem-solving skills and the ability to manage complex projects.
- Knowledge of US personal tax returns would be considered an asset
- Knowledge of T3 trust tax returns would be considered an asset

Are You the Right Fit for YBL?

At YBL Accounting, our values guide everything we do:

- Collaboration: We believe in the power of teamwork and working together to achieve our goals. Collaboration is the driving force that propels our approach, allows us to push boundaries, and drives continuous evolution in our clients' businesses.
- Honesty: We maintain the highest standards of transparency and continuously encourage feedback from our clients and staff. It's what fuels our integrity, builds our credibility, and strengthens our bond as a strategic partner to our clients.
- Adaptability: We embrace change and strive to find new ways to solve problems and improve processes through exploring innovative solutions. By combining our expertise with a culture of continuous improvement, we work closely with clients to understand their evolving needs and industry dynamics.

If these values resonate with you and you are excited about contributing to our growing team, we encourage you to apply.

Why Join Us?

- Work Where You Want Policy: In-office (Oshawa, ON), Hybrid, or fully Remote.
- Flexible Work Hours: Provides the ability to balance personal commitments with professional growth.
- Culture of Teamwork and Compassion: Be part of a culture that believes in teamwork, collaboration, continuous improvement, and leading with compassion.
- Competitive Time Off Program.
- RRSP Matching Program.
- Health Spending Account.
- Educational Assistance Program.
- Growth Opportunities: Make a significant impact on the growth and success of our firm and our clients - as we grow, you grow!

Our Recruitment Process:

Our recruitment process involves a comprehensive evaluation of candidates' qualifications. Applications are not reviewed inside Indeed; instead, please fill out this intake form - https://noteforms.com/forms/applicant-tracker-mbbuxy . From there, we will screen your application and select candidates for interviews and potentially ask you to complete a case study. We are committed to fostering a selection process that is equitable and inclusive, aligning the most qualified candidates with the values and requirements of our firm.

YBL uses artificial intelligence tools to help screen and assess applications for this position.

This posting is for an existing vacancy.

Job Types: Full-time, Permanent

Pay: $70,000.00-$100,000.00 per year

Benefits:

- Casual dress
- Company events
- Extended health care
- Flexible schedule
- RRSP match
- Tuition reimbursement
- Work from home

Application question(s):

- Do you have your CPA?

Experience:

- Client Advisory: 2 years (preferred)
- Corporate Tax Preparation (T2): 5 years (required)

Work Location: Remote

📌 Senior Accountant - Tax & Advisory (Canada)
🏢 YBL Accounting
📍 Canada