Client Advisor CPA – Hybrid, Ownership & Growth

CB Smart Recruit; Montreal (administrative region); Hybrid; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Base salary CAD 80k–110k

Bonus opportunities

Health and dental benefits

Flexible hybrid work

Autonomy and ownership

Job summary

CB Smart Recruit presents an opportunity in Montréal, QC for a Client Advisor, CPA. This role blends technical accounting with client relationship management, suitable for a CPA with approximately 3–7 years of public accounting experience and a hands‑on approach to year‑end work.

You will manage client files, develop relationships, and collaborate with the accounting team to move engagements forward efficiently, while maintaining autonomy within a collaborative, entrepreneurial environment and a

Qualifications

• CPA designation required.
• Approximately 3–7 years of relevant public accounting experience.
• Strong hands-on year-end accounting experience.
• Experience with compilation engagements and financial statements.
• Knowledge of Canadian accounting and tax matters.

Responsibilities

• Manage and develop relationships with a portfolio of clients.
• Act as trusted point of contact for client accounting and business needs.
• Guide clients through year-end requirements and documentation.
• Prepare and/or review compilation engagements and financial statements.
• Maintain clear documentation and high-quality working papers.

Skills

Client advisory

Relationship management

Year-end accounting

Financial statements

Problem solving

Education

CPA designation

Tools

CaseWare

Taxprep

Job description

CB Smart Recruit presents an opportunity in Montréal, QC for a Client Advisor, CPA. This role blends technical accounting with client relationship management, suitable for a CPA with approximately 3–7 years of public accounting experience and a hands‑on approach to year‑end work.

You will manage client files, develop relationships, and collaborate with the accounting team to move engagements forward efficiently, while maintaining autonomy within a collaborative, entrepreneurial environment and a