Chartered Professional Accountant

Gallo LLP; Edmonton; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

The CPA is a designated accounting professional responsible for complex accounting and tax engagements, technical problem-solving, client relationships, and the development of junior staff. The role requires a high degree of professional judgment, independence, and accountability.

The CPA will manage and complete compilation and year-end engagements, prepare Canadian corporate and personal tax returns, research issues, and mentor junior staff while ensuring standards and client expectations are

Qualifications

• Public accounting experience is required.
• Strong knowledge of Canadian accounting standards for private enterprises and compilation engagements.
• Strong knowledge of Canadian corporate and personal taxation.
• Experience with Caseware, TaxPrep and related software.

Responsibilities

• Manage and complete compilation and other year-end engagements, including more complex accounting matters.
• Prepare and review Canadian corporate (T2) and personal (T1) income tax returns and related filings.
• Research and resolve accounting and tax issues and provide recommendations on matters requiring Manager or Partner consideration.
• Assist with CRA reviews, correspondence, reassessments, and other tax matters.
• Manage engagement timelines, budgets, outstanding information, and client expectations.
• Act as a primary contact for assigned clients and provide clear explanations of accounting and tax matters.
• Identify tax planning opportunities, client concerns, and matters requiring further advisory involvement.
• Review or provide technical guidance on work completed by Articling Students and junior staff.
• Coach and mentor junior team members and contribute to Firm training and process improvements.
• Ensure engagements meet Firm and applicable professional standards before final review.

Skills

Public accounting experience

Canadian accounting standards

Canadian taxation knowledge

Caseware/TaxPrep software knowledge

Education

CPA designation

Tools

Caseware

TaxPrep

Job description

Employment Type: Full-Time and In-Office Department: Accounting & Tax

Position Summary

The CPA is a designated accounting professional responsible for complex accounting and tax engagements, technical problem-solving, client relationships, and the development of junior staff. The role requires a high degree of professional judgment, independence, and accountability.

Key Responsibilities

• Manage and complete compilation and other year-end engagements, including more complex accounting matters.
• Prepare and review Canadian corporate (T2) and personal (T1) income tax returns and related filings.
• Research and resolve accounting and tax issues and provide recommendations on matters requiring Manager or Partner consideration.
• Assist with CRA reviews, correspondence, reassessments, and other tax matters.
• Manage engagement timelines, budgets, outstanding information, and client expectations.
• Act as a primary contact for assigned clients and provide clear explanations of accounting and tax matters.
• Identify tax planning opportunities, client concerns, and matters requiring further advisory involvement.
• Review or provide technical guidance on work completed by Articling Students and junior staff.
• Coach and mentor junior team members and contribute to Firm training and process improvements.
• Ensure engagements meet Firm and applicable professional standards before final review.

Qualifications

• Relevant public accounting experience.
• Strong knowledge of Canadian accounting standards applicable to private enterprises and compilation engagements.
• Strong knowledge of Canadian corporate and personal taxation.
• Experience with Caseware, TaxPrep, and other accounting and tax software.

Core Competencies

• Advanced technical and analytical ability.
• Professional judgment and independent decision-making.
• Client and engagement management.
• Leadership and mentoring.
• Ability to identify risks and opportunities.
• Strong professional communication.

Performance Expectations

Success in this role is demonstrated through technical leadership and engagement ownership. The CPA is expected to independently manage complex engagements, exercise sound professional judgment, anticipate and resolve issues, provide effective guidance to junior staff, and bring significant risks, opportunities, and recommendations to Managers or Partners.

Professional Standards

The CPA must maintain their designation in good standing and comply with applicable CPA professional and ethical requirements, Firm policies, and quality-management standards.