Associate

Assist senior team members with accounting, bookkeeping, tax, and compliance engagements. Organize and review documents received from clients. Prepare basic working papers and supporting schedules. Perform bank, credit card, general ledger, and other account reconciliations. Assist with preparation of year-end accounting files.

Review financial information for completeness and identify missing documents. Assist with compilation of information required for personal and corporate tax returns. Prepare Excel schedules and financial analyses as required. Maintain accurate client records and engagement documentation. Follow up internally and, where appropriate, with clients regarding outstanding information.

Perform research on accounting and tax matters under guidance from senior team members. Support bookkeeping and accounting cleanup assignments. Assist with GST/HST and other compliance-related activities. Follow established checklists, workflows, and quality-control procedures. Develop an understanding of Canadian accounting standards and taxation.

Participate in internal training and knowledge-sharing sessions. Contribute ideas to improve internal processes and client service.

Requirements

Bachelor’s degree in accounting, Finance, Commerce, Business Administration, or a related discipline. 1–2 years of relevant accounting or finance experience. Strong academic foundation in accounting principles. Good knowledge of Microsoft Excel, Word, Outlook, and Teams. Exposure to QuickBooks Online, Taxprep, CaseWare, Profile, or similar accounting software is an asset.

Strong analytical and problem-solving abilities. Excellent attention to detail. Good written and verbal communication skills. Ability to learn quickly and apply feedback. Strong work ethic and willingness to take ownership of assigned responsibilities. Ability to manage multiple assignments and changing priorities. Interest in developing a career in Canadian accounting and taxation.