POSITION SUMMARY

A Senior Production Assistant takes a lead role in the Firm’s daily production, and provides business-application support to internal and external clients. You will work with a team of operations staff to ensure that efficient and effective business support services are delivered to our internal and external clients, while helping to drive the growth of the firm through exceptional client service.

PRIMARY RESPONSIBILITIES

Production

• Work as a team with other production staff to manage daily production workflow, including prioritizing and requesting additional staffing resources as necessary
• Prepare, print, and assemble internal and external client work, including financial statements, tax returns, and correspondence
• Execute special projects, including presentations, marketing proposals, and other production-related material required by firm initiatives
• Prepare and review client invoices
• Scan, PDF, and photocopy
• Maintain daily production log
• Develop, maintain and edit various templates (Caseview, Word, etc)
• Train junior team members as needed on various billing processes
• Act as a business-application (MS Office, Adobe Acrobat, Caseware) administrative/technical resource for the staff

Back-office administration

• Maintain and manage client files in accordance with the Firm’s file retention policy
• Maintain sundry spreadsheets (ex: interest and exchange rates)

Other

• Provide back-up for other operations team members, as required

QUALIFICATIONS

Education

• High-school diploma; post-secondary diploma in office administration or related discipline preferred

Experience

• Minimum of 4-5 years of experience in a similar role, preferably in a mid-sized accounting firm
• Advanced computer skills, including MS Office and Adobe Acrobat
• Advanced Caseview, TaxPrep, Practice Management and Doc.IT skills

Other

• Ability to work independently and as part of a team
• Strong communication skills (oral and written)
• High degree of initiative
• Strong typing skills (minimum of 45 wpm)
• Detail-oriented
• Solid time-management and organization skills, with the ability to multi-task and manage competing priorities in a deadline driven environment

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Senior Associates are responsible for leading and/or performing — from start to finish — procedures relating to the preparation of year-end working paper files for all types of engagements. You will plan engagements, prepare budgets, prepare work programs, monitor progress, supervise junior staff and review their work, and prepare draft financial statements and management letters, etc., in accordance with professional accounting and assurance standards.

PRIMARY RESPONSIBILITIES

Financial

• 1,600 chargeable hours and 500 non-chargeable hours

Client

• Builds relationship with client staff at management level during the course of engagements
• Begins to build knowledge of client’s operations and their business
• Learns firm services and how to recognize sales and cross-sales opportunities with existing clients
• With more senior staff, may begin to participate in business development and promotion activities

Operational/Technical

• Intermediate/Senior file preparer: assists in planning and performs procedures in relation to audit, review, and compilation engagements, including preparation of financial statements
• Intermediate/Senior tax preparer: prepares tax returns (T1, T2, T3, etc.) of medium to hard difficulty
• Applies working methods and relevant tools (which are adapted to the situation) during the production of files
• Begins to analyze and document problematic situations, and may make recommendations from time-to-time
• May supervise more junior staff on sections of working paper files
• May review lower level work
• May review WIP, prepare billing analysis, and draft invoices
• Adheres to firm policies and procedures and Handbook requirements, and ensures that firm quality standards are met

Learning and Growth

• Completes professional designation requirements (academics and experience)
• Takes responsibility for own continuing professional development
• Trains more junior staff
• Acts as a “buddy” to more junior staff
• May act as a mentor to more junior staff
• May start to focus interest, select a service line (ex: audit, tax, etc.), and work on engagements of less variety (3-5 industries)

QUALIFICATIONS

Education

• Final year candidate for CPA designation or holds a CPA designation

Experience

• Minimum of 2-3 years of public practice or equivalent experience, preferably in a mid-sized accounting firm
• Audit experience is a must

SENIOR ASSOCIATE: PROMOTION CRITERIA TO SUPERVISOR

Leadership

• Able to create a positive working environment
• Able to assume responsibility for supervision of the daily fieldwork of more junior staff
• Able to deliver constructive feedback to more junior staff
• Has developed strong people and project management skills
• Positive role model for peers
• Well respected by clients, with a strong client-service focus

Technical

• Proficient in MSOffice and Adobe
• Has an advanced understanding of TaxPrep, Caseware, and Caseview
• Able to put together both simple and complex financial statements
• Shows interest and initiative in discussing technical issues

Other

• Has the confidence of Managers and Partners
• Able to handle client stressful situations
• Able to juggle multiple files while managing priorities
• To start to have an overall business understanding
• Has a minimum of 4 years of public practice or equivalent experience, preferably in a mid-sized accounting firm

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Tax Managers are responsible for managing all aspects of personal, corporate, partnership, and trust tax returns for firm clients in diverse industries.  You will work with a team of staff in servicing our existing client list, while helping to drive the growth of the firm through annuity (repeat) business and special tax projects.

PRIMARY RESPONSIBILITIES

Financial

• 1,300 – 1,400 chargeable hours

Client

• Builds relationship with client staff at management level, and becomes a year-round contact point
• Has a good knowledge and understanding of client’s operations and their business, recognizing key performance drivers, business trends, and emerging technical and industry developments
• Provides value-added consultative services to existing clients as opportunities arise
• Recognizes sales and cross-sales opportunities with existing clients
• Participates in business development and promotion activities

Operational/Technical

• Reviews tax returns (T1, T2, T3, etc.) prepared by junior tax staff and assurance staff
• Prepare tax returns (T1, T2, T3, etc.) of complex or high risk nature
• Collaborates on internal projects or processes (ex: manage personal tax season, etc.)
• Provides resource services for assurance staff
• Responsible for following-up with clients and getting work in the door
• Develops and delivers value-added tax planning strategies to clients in a timely and effective fashion
• Identifies and implements tax plans (including Section 85 and 86)
• Reviews tax elections and filings (T2057, T2054, etc.) prepared by more junior staff
• Supervises more junior tax staff
• Reviews and analyzes WIP, and prepares invoices

Learning and Growth

• Completes Part 2 of the CPA Canada In-depth Tax Course
• Assists in recruiting, training, and professional development of more junior staff
• Coaches more junior tax staff
• Participates in performance management system as an evaluator (30+ and annual evaluation)

QUALIFICATIONS

Education

• Post-secondary degree in business or finance; or,
• CPA or equivalent professional designation

Experience

• Minimum of 5-6 years of public practice or equivalent experience, preferably in a mid-sized accounting firm
• Minimum of 2 years of tax experience

PROMOTION CRITERIA

Leadership

• Able to lead diverse teams to accomplish team goals
• Champion of HR best-practices
• Developing an external profile
• Recognized as a leader in the firm
• Has demonstrated is worthy of high degree of trust
• Able to manage simultaneous tax engagements, and assist with overall practice management

Technical

• Recognized as an “expert”; stays abreast of tax and industry developments in order to plan strategies that comply with Canadian tax regulations and appropriately addresses risk
• Able to solve complex tax problems
• Able to knowledgably discuss advanced tax issues

Other

• Has the confidence of Partners
• Able to act as engagement lead on low to medium risk files
• Has established business development network
• Demonstrated ability to recognize — and realize — sales and cross-sales opportunities

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Senior Tax Managers are responsible for managing all aspects of personal, corporate, partnership, and trust tax returns for firm clients in diverse industries. You will work with a team of staff in servicing our existing client list, while helping to drive the growth of the firm through annuity (repeat) business and special tax projects. You will help expand our practice by acquiring new clients or by helping develop new services.

PRIMARY RESPONSIBILITIES

Financial

• 1,200 – 1,300 chargeable hours
• Origination volume: annual target established as part of individual Annual Action Planning process

Client

• Becomes the primary contact point for client management
• Detects business development opportunities and — with Partner — makes new sales to existing or potential clients
• Recognizes sales and cross-sales opportunities with existing clients
• Organizes and participates in business development and promotion activities
• Develops a network to identify potential clients

Operational/Technical

• Reviews tax returns (T1, T2, T3, etc.) prepared by junior tax staff and assurance staff
• Takes the lead on planning and executing internal projects or processes
• Provides resource services for assurance staff
• Responsible for following-up with clients and getting work in the door
• Develops and delivers value-added tax planning strategies to clients in a timely and effective fashion
• Identifies and implements tax plans and engagements
• Reviews tax elections and filings (T2057, T2054, etc.) prepared by more junior staff
• Supervises junior tax staff
• Reviews and analyzes WIP, and prepares invoices. Monitor realization and profitability of engagements

Learning and Growth

• Responsible for ongoing professional development to stay current on tax legislation
• Assists in recruiting, training, and professional development of Managers and junior staff
• Coaches junior tax staff
• Participates in performance management system as an evaluator (30+ and annual evaluation)
• Plans, organizes, and implements technical training for the firm

QUALIFICATIONS

Education

• Post-secondary degree in business or finance; or,
• CPA or equivalent professional designation
• Completion of the In-Depth Tax Course (or equivalent)

Experience

• Minimum of 7-9 years of public practice or equivalent experience, preferably in a mid-sized accounting firm
• Minimum of 5 years of tax experience

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