At Shajani CPA, we are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises — and we are looking for exceptional team members who want to grow with us.

We are in search of high-performing, committed, and technically driven Accounting Technicians to help us deliver world-class professional services. As an integral part of our team, you will support Client Managers in preparing accurate and timely financial information while continuing to build your skilled capabilities across all service lines.

At Shajani CPA, we are more than accountants —
“We ignite ambitions, build futures, and guide our clients toward lasting prosperity.”

You’ll be part of a dynamic firm driven by a shared commitment to:

- Excellence without compromise
- Fulfillment through purpose-driven work
- Innovation in every service we deliver
- A deep respect for the trust our clients place in us

As an Accounting Technician, you will work directly with Client Managers, support engagements, and gain hands-on exposure to bookkeeping, financial reporting, tax, and advisory files — all while learning and growing toward your CPA designation, if that’s your path.

We are a collaborative, high-performing team where:

- Accounting Technicians receive structured mentorship and training
- Quality and professionalism are non-negotiable
- Success is shared and celebrated
- Your development and future matter

If you are pursuing a career in accounting and want to work in a firm that prioritizes people, learning, and impact, we invite you to start your journey at Shajani CPA.

WHAT YOU’LL LEARN

As an Accounting Technician at Shajani CPA, you will progress from foundational execution to advanced professional judgment across all six core technical competencies in the CPA program. You will contribute meaningfully to real client files, build your technical strength, and deepen your leadership capacity — all while working in a Pre-Approved CPA Training Program designed for success.

Management Accounting (MA)

- MA1 – Reporting Systems: Maintain QBO for client books; build standard reporting packs; troubleshoot data flows.
- MA2 – Budgeting and Forecasting: Prepare client budgets and cash flow projections in Excel and Fathom.
- MA3 – Profitability Analysis: Prepare Profit Cents reports; assist in revenue/cost center benchmarking.
- MA4 – Performance Measurement: Build and deliver recurring performance dashboards for goal tracking and accountability.

Financial Reporting (FR)

- FR1 – Reporting Needs and Systems: Draft year-end schedules; assist in building engagement roadmaps and planning docs.
- FR2 – Accounting Policies and Transactions: Book complex AJE’s, post year-end accruals, amortizations, and account reconciliations.
- FR3 – Statement Preparation: Prepare ASPE-compliant financials and draft notes using firm templates in CaseWare.
- FR4 – Financial Statement Analysis: Analyze variances, prepare summary memos, and contribute insights to CM and Partner reviews.

Assurance (AA)

- AA1 – Internal Controls: Help document control environments, test walkthroughs, and PBC completeness for assurance engagements.
- AA2 – Assurance Planning: Prepare assurance lead sheets, TB imports, and assist in planning file structure in CaseWare.
- AA3 – Substantive Procedures: Perform basic audit procedures and analytics; prepare testing documentation for review files.

Taxation (TX)

- TX1 – Tax Legislation and Research: Summarize CRA publications; help document tax positions for T1 and T2 planning files.
- TX2 – Tax Compliance: Input data into tax software; help prepare personal and corporate tax filings, GST returns, and schedules.
- TX3 – Tax Planning: Support remuneration strategies, tax deferral plans, and pre-year-end projections under CM guidance.

Finance (FN)

- FN1 – Financial Planning: Help gather financial data and prepare reports for client lending packages and investor updates.
- FN2 – Treasury and Cash Flow: Reconcile bank accounts, identify liquidity needs, and support budgeting exercises.
- FN3 – Capital Budgeting: Assist with fixed asset tracking, ROI projections, and spreadsheet modeling for internal use.

Strategy & Governance (SG)

- SG1 – Governance Foundations: Maintain client profiles, board records, and key business information (minute books, directors, shareholders).
- SG2 – Strategic Implementation: Help track progress from GAP meetings, identify reporting gaps, and align file goals with client mission.
- SG3 – Risk and Governance Oversight: Ensure proper client documentation and controls are in place to support business decisions.

POSITION OBJECTIVE

The primary role of the Accounting Technician at Shajani CPA is to contribute to the firm’s success by supporting the preparation of high-quality financial information, maintaining operational excellence, and building the technical foundation necessary for a thriving career in professional services.

The Accounting Technician works closely with Client Managers to assist in the preparation of working papers, financial statements, bookkeeping, and tax filings. They ensure that time, accuracy, and quality standards are consistently met, while gaining practical experience across a variety of engagements.





A successful Accounting Technician combines technical precision, a strong work ethic, and a commitment to continual learning — proactively developing their skills, embracing feedback, and contributing to Shajani CPA’s tradition of excellence in serving family-owned enterprises.

Qualifications:

Post-secondary diploma or degree in Accounting, Business, Finance, or a related field (completed or in progress)

Intention to pursue or enrollment in the CPA designation is preferred

Commitment to professional development and lifelong learning

Knowledge, Skills & Experience (Essential):

Foundational knowledge of accounting principles, bookkeeping, and financial reporting

Experience or familiarity with QuickBooks Online (QBO), CaseWare, and Microsoft Office Suite (Excel, Word, Outlook)

High personal integrity, ability to maintain confidentiality

Strong attention to detail and technical accuracy

Ability to organize, prioritize, and meet deadlines

Strong teamwork and interpersonal skills

Proactive learner, open to coaching and mentorship

Knowledge, Skills & Experience (Desirable):

Previous public practice experience (co-op, internship, or full-time)

Experience with T1, T2, T3 preparation, GST/HST filings, or payroll

Understanding of ASPE, CSRS 4200, or assurance engagements

Familiarity with Fathom, Profit Cents, or management reporting tools

Leadership Attributes

Professionalism: Demonstrates a professional demeanor, reliability, and accountability in all tasks.

Initiative: Proactively seeks opportunities to learn and contribute to the team.

Collaboration: Works effectively within a team environment, supporting colleagues and contributing to a positive workplace culture.

Adaptability: Shows flexibility in adapting to new challenges and changing priorities.

Commitment to Excellence: Strives for high-quality work and continuous improvement in performance.

COMPETENCIES REQUIRED

Management Accounting

(MA)

MA1 – Management Reporting Systems: Administer monthly bookkeeping in QBO and deliver reports.

MA2 – Planning, Budgeting, Forecasting: Administer and deliver data reports using Fathom.

MA3 – Cost, Revenue, and Profitability Management: Input data into Profit Cents and identify trends in cost and revenue.

MA4 – Performance Measurement: Use Profit Cents or Fathom to generate performance reports.

Financial Reporting

(FR)

FR1 – Reporting Needs and Systems: Send initial and subsequent year-end PBC requests to clients.

FR2 – Accounting Policies and Transactions: Upload TB and GL to CaseWare Cloud and begin Section 2500.

FR3 – Statement Preparation: Assist in preparing, sending, and tracking signed year-end packages.

FR4 – Financial Statement Analysis: Enter financial data into Profit Cents or Fathom to support reporting

Taxation

(TX)

TX1 – Income Tax Legislation and Research: Identify and prepare documentation for basic compliance engagements.

TX2 – Corporate and Personal Tax Compliance: Roll forward personal tax files and schedule PBC requests.

TX3 – Tax Planning Fundamentals: Help organize planning files and assist in documentation for engagements.

Finance

(FN)

FN1 – Financial Planning and Analysis: Assist with investment data entry and organize client financials for review.

FN2 – Treasury and Cash Flow: Identify potential Retirement and Estate Planning candidates through file review.

FN3 – Capital Budgeting and Valuation: Gather key financial data for valuation support and update engagement folders.

Assurance

(AA)

AA1 – Internal Control and PBC: Identify and request PBC documents for review and audit files.

AA2 – Assurance Needs and Planning: Upload TB and GL and analyze year-over-year account variances.

AA3 – Substantive Procedures: Assist in saving all documentation and preparing CaseWare files for assurance engagements.

Key Performance Measures

KPIWhat is MeasuredHow it is Measured1. File Completion TimelinessCompleting assigned components of client files within firm deadlinesTracked in iFirm by comparing assigned tasks to target dates2. Workflow Efficiency ContributionSaving time for CMs by preparing accurate and complete preliminary workCM and QCR feedback; time savings tracked through desk Job Boards and AHR calculations3. Technical Accuracy and File QualityAccuracy of bookkeeping, working papers, and reconciliations submittedQCR review notes: number of corrections required before finalization4. Training Engagement and ProgressionProactive participation in internal training and self-development efforts in addition to progressing through CPA modulesMentor and CM feedback; progression through CPA practical experience levels (Level 0 to Level 2)5. Desk Collaboration and ResponsivenessClear communication with CECs, CMs, and ATs to support coordinated workflowFeedback from desk team, QCRM and GM; responsiveness tracked through internal logs and file updates

ORGANIZATIONAL RELATIONSHIPS





Reports to:

- Client Manager (CM) – for daily workflow supervision, performance feedback, and engagement assignments
- Client Excellence Coordinator (CEC) – for document organization, task readiness, and file logistics
- Quality Control Reviewer (QCR) – for technical review and feedback on accuracy of completed work
- General Manager (GM) – for scheduling, capacity management, and overall firm support

Internal Contacts:

- Client Managers and Partners
- Accounting Technicians
- Client Excellence Coordinators
- Tax and Assurance Managers
- QCR and GM

Organizational Authority:

- Decisions Made: Completion of assigned tasks; prioritizing file components based on direction from CM/CEC
- Decisions Referred: Any engagement changes, technical uncertainties, or scheduling concerns

Decisions Referred:

- Any client-facing communications (to CM or CEC)
- Technical questions or file assumptions (to CM or QCRM)
- Engagement scope, deadlines, or deliverable modifications (to CM or QCR)
- Performance or learning concerns (to Program Manager or GM)

General responsibilities

· Maintain monthly bookkeeping using QuickBooks Online (QBO), ensuring all bank, credit card, and loan transactions are accurately categorized and reconciled. Assist in the preparation of cash flow and management reporting packages.

· Administer and update data in Fathom for management reporting. Generate KPI dashboards and monthly performance summaries as scheduled by CMs.

· Prepare annual Profit Cents reports by inputting financial data. Assist in identifying revenue trends, cost centers, and potential efficiency gains.

· Contribute to performance measurement by maintaining financial dashboards and assisting CMs with business review reports for goal setting and accountability.

· Send and track PBC requests. Confirm all required documents are collected and saved appropriately before the file is initiated.

· Prepare lead sheets and input trial balances into CaseWare. Record adjusting journal entries (AJE) as reviewed by CMs. Document source materials in the working papers.

· Assist in the preparation of financial statements under ASPE, including statement formatting, balance checks, and basic note drafting using templates.

· Perform financial statement comparisons and variance tracking. Use tools like Fathom or Excel to support analysis required by CMs for their reviews.

· Gather tax-related documentation (e.g., T-slips, payroll summaries, shareholder loans) to support accurate tax return preparation.

· Enter data into tax software for T1, T2, and GST/HST filings. Ensure all supporting documents are filed accurately and forms are completed under guidance.

· Assist in administering shareholder remuneration planning summaries and calculations based on CM direction.

· Maintain spreadsheets and reports for client investment tracking and financial ratio analysis. Support monthly and annual cash flow projections.

· Help reconcile bank loan schedules and identify discrepancies. Track interest payments and principal balances in QBO and financial reports.

· Assist with gathering data required for capital budgeting exercises, financing applications, and strategic planning documents.

· Support the planning stage of review and audit engagements by organizing internal control documentation and risk assessment forms.

· Input client data into CaseWare for assurance engagements. Track and follow up on outstanding confirmations and PBC items.

· Assist in executing basic substantive procedures and analytical reviews under CM supervision.

· Help document client vision and mission from GAP meetings and ensure it is incorporated into planning documentation.

· Track strategic goals as communicated during client planning sessions and help update Fathom reporting.

· Support documentation related to enterprise risk assessments and governance evaluations.

· Work collaboratively with CECs to ensure complete and timely PBC collection and file scheduling.

· Maintain file integrity in iFirm and CaseWare Cloud by consistently updating workflow statuses, naming conventions, and document saving protocols.

· Ensure all final documents are saved to the appropriate client folders, including signed engagement letters, authorization forms, and financials.

· Attend weekly desk meetings and maintain a personal Job Board for visibility and accountability.

· Support professional development by attending firm training sessions and participating in mentorship reviews.

· Demonstrate strong time management skills by balancing multiple files while maintaining quality.

· Actively seek feedback from CMs and QCRs to improve technical and professional performance.

· Deliver service in alignment with Shajani CPA’s 12 Service Standards, with professionalism, accuracy, and client care.

Acknowledgement

This job description has been designed to indicate the general nature and level of work performed by the accounting intern within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the role.

Pay: From $26.00 per hour

Expected hours: 30.0 – 40.0 per week

Benefits:

- Company events
- On-site parking

Work Location: In person

📌 Accounting Technician (Edmonton)
🏢 Shajani
📍 Edmonton