Cloud Accounting Specialist — Onboarding & Insights

Baker Tilly GWD

Guelph

On-site

CAD 40,000 - 56,000

Full time

14 days+

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Job summary

Baker Tilly GWD LLP in Guelph, ON is hiring a Cloud Accounting Specialist to support clients with cloud-based bookkeeping, reporting, and advisory services. You will onboard new clients, migrate them from desktop to cloud, maintain audit-ready files, and train staff while delivering accurate financial data and practical insights.

The role offers a fixed term, full-time 18 months with potential extension, and opportunities to grow CPA-ready experience.

Qualifications

Diploma or degree in Bookkeeping, Accounting, Finance, or related field is considered an asset.
2–5 years of bookkeeping or cloud accounting experience in public accounting or a similar environment
Progress toward or completion of CPA designation is an asset but not required
Produces accurate, well‑organized financial records
Communicates clearly with non‑accounting stakeholders
Manages multiple clients and deadlines effectively
Solves problems independently and escalates when needed
Adapts quickly to new systems and client environments
Strong experience with cloud accounting systems (QuickBooks Online preferred)
Experience with app integrations (e.g., Dext, Hubdoc, Wagepoint, Plooto, Shopify)
Experience with CaseWare and desktop accounting software is an asset
Advanced Excel skills
Comfort with digital workflows and document management tools

Responsibilities

Maintains full cycle bookkeeping and payroll functions using cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, Wagepoint, etc)
Records transactions, reconciles accounts, and ensures data accuracy and completeness
Reviews, reconciles and organizes historical accounting records for catch-up and clean-up projects
Identify issues and errors and investigate discrepancies for discussion with supervisor for resolutions
Acts as a day-to-day contact for client questions and issue resolution
Leads onboarding of new clients into cloud accounting services
Transitions clients from desktop or manual processes to cloud solutions
Cleans up historical data and establishes accurate opening balances
Builds standardized, scalable workflows for new engagements
Trains clients on systems, processes, and best practices for recordkeeping
Identifies trends, risks, and opportunities in financial data
Responds to client inquiries and resolves accounting issues in a timely manner
Provides guidance on best practices for recordkeeping and system use
Maintains audit-ready files and supporting documentation
Assists with T4s, WCB, HST/GST filings, payroll remittances, and other compliance tasks
Supports year-end file preparation and coordination with tax and assurance teams
Lead, mentor, train and develop staff, while providing direction and support to Managers.
Build high-performing teams through coaching, feedback, performance management and knowledge sharing.
Practice and professional development.
Lead practice and professional development initiatives that strengthen technical capability, consistency, efficiency and collaboration across the firm.
Support continuous improvement by advancing firm processes, innovation and operational effectiveness.
Mentors and supports junior staff on client files and cloud tools
Reviews work and provides clear, actionable feedback
Delivers training on cloud systems, workflows, and bookkeeping standards
Shares best practices and drives consistency across engagements
Standardizes workflows and templates across client engagements
Contributes to development of internal SOPs and training materials
Identifies inefficiencies and implements scalable solutions
Identifies opportunities to expand services based on client needs
Builds strong client relationships and contributes to retention