Client Advisory & Implementation Lead (CAS)

Plugged-IN CPA Accounting and Tax; Fredericton; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Dental care

Extended health care

RRSP match

Paid time off

Life insurance

On-site parking

Employee assistance program

Company events

Job summary

Plugged-IN CPA Accounting and Tax in Fredericton, NB seeks an emerging CPA to combine accounting expertise with client relationships, implementations, and leadership in CAS. You’ll onboard new clients, implement systems, and turn recommendations into action.

You’ll lead onboarding, drive client success, and build technical capabilities while collaborating with bookkeeping and payroll professionals. Hybrid work in Fredericton offers growth toward departmental leadership.

Qualifications

• Public practice experience or equivalent accounting environment.
• Strong understanding of accounting principles and financial reporting.
• Ability to lead onboarding, implementations, and client advisory services.

Responsibilities

• Lead onboarding and implementations for client accounts.
• Build client confidence and drive successful outcomes.
• Develop technical capability and deliver staff training.
• Drive innovation across CAS with new tools.
• Improve processes, SOPs, and project delivery.
• Manage time, budgets, and scope.
• Work in a hybrid role with Fredericton clients.

Skills

People skills

Client advisory

Problem solving

Project management

Communication

Education

CPA designation or equivalent

Tools

Xero

QuickBooks Online

Job description

Plugged-IN CPA Accounting and Tax in Fredericton, NB seeks an emerging CPA to combine accounting expertise with client relationships, implementations, and leadership in CAS. You’ll onboard new clients, implement systems, and turn recommendations into action.

You’ll lead onboarding, drive client success, and build technical capabilities while collaborating with bookkeeping and payroll professionals. Hybrid work in Fredericton offers growth toward departmental leadership.