Senior Staff Accountant

Senior StaffAccountantToronto

Whoweare :

One of the oldest leading feebased provider of integratedwealth management services to high net worth families inCanada.

We areproud to be the leader the industry with over 40 years ofexperience providing top of the line bespoke service. Our teams are well educatedindustry bright lights with a keen understanding of TaxationInvestment Strategies and Financial Planning at the deepestlevel.

Who are ourclients Ourexperience and technical knowledge allow us to service clientsholding $1M and more in liquid assets as well as Family Officeclients with assets ranging from $20M to $200M.

Whatwe are lookingfor :

Ifyou see yourself as a strong team contributor with a keen abilityto learn and grow in a dynamic diverse industry and are focused ongetting it right and detailed in your approach using technology andsoftware to enhance your work this is a role foryou.

We requirethe Senior Staff Accountant to be an excellent communicator be theoffice leader in Excel tax and accounting software and possess astrong client service focus with an ability to be client facing.

You must possess a working knowledge of Canadian taxation andGAAP.

JobOverview

As Senior Staff Accountant you will provide full cycle accounting tax filingservices and supporting schedules Family Office quarterly reporting(including net worth statements customized portfolio andperformancereports

Responsibilities

• Noticeto Reader file preparation note disclosures and FinancialStatements for investment holding companies small Canadianoperating companies trusts and charitable foundations includingreview of general ledgers preparation of reconciliation reports andpreparation of journal entries and workingpapers
• Preparationof Quarterly Family Office Reporting including net worth statementsinvestment portfolio detail and quarterly performancereports.
• Preparationof T1 personal tax T2 corporation tax T3 intervivos trust andestate tax and T5returns
• Calculationof Capital Dividend Account (CDA) balances General Rate Income Pool(GRIP) Balances and Refundable Dividend Tax on Hand (RDTOH)balances
• Preparationof T3010 Charity Returns and GST / HSTreturns
• Preparationof T1135 foreign income verificationdisclosures
• Preparationof paralegal corporation minutes andresolutions
• Preparationand filing of T4 summary and supplementary forms including payrollcalculations records of employment and remittance of at sourcedeductions
• Calculationof tax estimates and annual tax instalments and coordination ofremittances to respectivegovernments
• Reviewof Notices of Assessment and response to government Requests forInformation(RFI)
• Communicationwith clients and third parties respect to preparing or gatheringinformation and concerning remittances instalments progress offilesinquiries

Competencies

Strongworking knowledge of CanadianGAAP.

FullcycleCanadian accountingexperience

Advancedcomputer skills : Modeling using Microsoft Excel (MACROS)and MS Outlook VBA is anasset.

Experiencedwith accounting and tax software applications : Tax Prep (T1 T2 T3) CaseviewQuickbooks Quicken andWriteup.

Provenability to analyze problems and prepare effective written and oralreports; communicate clearly and concisely withclients;

Selfstarter and teamplayer able to work independently and collaboratively with variousteams in a deadlinefocusedenvironment

• Comprehensiveoral and written communication skills with an ability to produceconcise clear reports letters andemails.
• Strongorganizational skills with a proven ability to handle multiplepriorities and manage projects to timelyconclusion

EducationandExperience

• CPAdesignation possessing a minimum of 3 years experience in fullaccountingcycle;
• Publicaccounting experience including the preparation of Canadianpersonal / corporate tax returns and the compilation of FinancialStatements.

Remuneration

$85000$90000retention bonus

Full Healthand pensionprogram

WellnessPersonal Time Offpolicy