Posted onAugust 21, 2025 by Employer details Clover Administration Inc.
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senior accountant
Posted onAugust 21, 2025 by Employer details Clover Administration Inc.
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Clover Administration Inc. is a boutique multi-family office specializing in comprehensive accounting, financial management and planning for a select number of ultra-high net worth/affluent Canadian families._Our team is currently looking for a Senior Accountant to join us on a full-time permanent basis. This role is hybrid, requiring 3 days per week on-site at our office located in downtown Toronto. _The role contributes to various accounting and tax functions, ensuring our clients are consistently informed about their financial position and investments, and relieving them of the daily administrative responsibilities of managing their wealth.*WHAT?S IN IT FOR YOU?** A dynamic workplace that supports continuous learning and growth opportunities.* The opportunity to join and learn from a supportive, high-performing team, aligned by corporate values.* A competitive compensation package that includes time-off benefits, health insurance, and tuition support.* Flexibility to support work-life balance.*HOW YOU WILL CONTRIBUTE:** Prepare personal, trust, GST/HST, and corporate tax returns.* Identify tax planning opportunities and assist with tax advisory plans and strategies.* Prepare working papers and financial statements used for tax purposes.* Perform accounting and bookkeeping duties including drafting journal entries and reconciling accounts.* Maintain accurate investment records by tracking portfolio transactions in Artiffex.* Prepare quarterly family reports ? including net worth statements, cash flow projections, investment portfolio detail and performance reports.* Provide exceptional customer service to our clients; meet with clients at the office and virtually to review reports and discuss other matters.* Correspond with CRA and government agencies as required.* Liaise with auditors, investment firms and lawyers for specific client needs.* Perform routine banking tasks including making deposits, paying bills, and bank reconciliations.* Assist in identifying and implementing more efficient processes within the firm through the use of AI, automation, and emerging financial technologies to enhance accuracy and productivity.*REQUIREMENTS:** Accounting degree/diploma with relevant experience* CPA designation or actively working towards CPA is an asset* Public accounting experience preferred, performing similar tasks for multiple clients* Tax experience is a significant asset for this role* Knowledge of investment accounting is an asset, but not necessary* Excellent organizational and communication skills (both verbal and written)* Superb interpersonal and customer service skills* Able to quickly build rapport with clients and earn their trust* Ability to work independently, manage multiple priorities, and meet deadlines* Strong attention to detail and analytical skills* Quick learner, technologically proficient and a self-starte* Proficient in Microsoft Excel and other MS Office applications; experience with accounting/tax software such QuickBooks, Taxprep, Cantax, Artiffex*ABOUT CLOVER*Clover Administration Inc. is a boutique multi-family office specializing in comprehensive accounting, financial management and planning for a select number of ultra-high net worth/affluent Canadian families. Established over 30 years ago, we provide a range of services including being a primary advisor for our client families, accounting and tax preparation for their holding corporations, trusts and foundations, financial and investment reporting, tax and estate planning, and wealth administration services. Our dedicated team is committed to delivering exceptional service through a blend of experience and expertise.*OUR VALUES*At Clover Administration, our values are more than just words?they are the guiding principles that shape how we advise clients, collaborate as a team, and form the foundation of our firm, reflected in our daily actions, behaviors, and attitudes.*INSIGHT:* We invest our time
- Location Toronto , ON
- Work location On site
- Salary $ 70,000 to $ 85,000 YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9850707661
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