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Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Plan, set up and administer accounting systems
• Supervise staff
• Analyze clients' financial records
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Prepare financial information for individuals, departments or companies
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Recommend improvements to accounting systems and management practices
• Develop and maintain cost findings, reporting and internal control procedure
• Prepare income tax returns from accounting records
• Analyze financial documents and reports
• Provide financial, business and tax advice
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Oversee payroll administration
• Prepare tax returns

Supervision

• 1 to 2 people

Experience and specialization

Computer and technology knowledge

• Accounting software
• CANTAX
• Simply Accounting
• Quick Books
• MS Office
• MS Excel
• MS Windows
• TaxPrep
• MS Outlook
• Sage Accounting Software

Area of specialization

• Financial planning
• Accounting

Additional information

Own tools/equipment

• Cellular phone

Benefits

Health benefits

• Health care plan

Other benefits

• Free parking available