Senior Associate

Gallo LLP; Edmonton; Hybrid; CAD 85,000 - 110,000; Full time

Job summary

Gallo Llp in Edmonton, Canada seeks a Senior Associate to independently complete accounting and tax engagements with strong technical knowledge and file-management skills.

The role involves preparing T2 corporate and T1 personal tax returns, reviewing client records, and guiding Articling Students and junior staff while maintaining timely engagement delivery.

Qualifications

• Degree or diploma in Accounting, Business, Commerce, or a related discipline.
• Previous public accounting experience, including year-end engagements and Canadian tax preparation.
• Strong understanding of accounting principles, financial statements, and Canadian personal and corporate taxation.
• Experience with Caseware, TaxPrep, QuickBooks, Sage, or similar software is preferred.
• CPA designation or enrollment in the CPA program is considered an asset.

Responsibilities

• Prepare compilation and year-end engagements with working papers, adjusting entries, financial statements, and schedules.
• Prepare Canadian corporate (T2) and personal (T1) tax returns and related filings.
• Review client accounting records, investigate discrepancies, and resolve routine accounting and tax issues.
• Assist with CRA correspondence and other client tax matters.
• Manage engagements, including timelines, budgets, information requests, and client communication.
• Ensure files are complete, accurate, and ready for Manager or Partner review.
• Communicate with clients regarding accounting matters, deadlines, and inquiries.
• Provide guidance and technical assistance to Articling Students and junior staff.
• Maintain accurate workflow and time records and communicate delays or issues.
• Participate in professional development and Firm training.

Skills

Technical accounting knowledge

Independent problem-solving

Client communication

Mentoring junior staff

Engagement management

Education

Degree in Accounting, Business, Commerce, or related discipline

CPA designation or CPA program (asset)

Tools

Caseware

TaxPrep

QuickBooks

Sage

Job description

The Senior Associate is an experienced public accounting professional responsible for completing accounting and tax engagements with a high degree of independence. The role requires strong technical knowledge, effective file management, and the ability to identify and resolve routine accounting and tax issues with limited supervision.

Key Responsibilities

• Prepare and complete compilation and other year-end engagements, including working papers, adjusting entries, financial statements, and supporting schedules.
• Prepare Canadian corporate (T2) and personal (T1) income tax returns and related filings.
• Review client accounting records, investigate discrepancies, and resolve routine accounting and tax issues.
• Assist with CRA correspondence and other client tax matters.
• Manage assigned engagements, including timelines, budgets, outstanding information, and client communication.
• Ensure files are complete, accurate, and ready for Manager or Partner review.
• Communicate directly with clients regarding accounting matters, deadlines, outstanding information, and routine inquiries.
• Provide guidance and technical assistance to Articling Students and junior staff.
• Maintain accurate workflow and time records and promptly communicate significant delays or engagement issues.
• Participate in ongoing professional development and Firm training.

Qualifications

• Degree or diploma in Accounting, Business, Commerce, or a related discipline.
• Previous public accounting experience, including year-end engagements and Canadian tax preparation.
• Strong understanding of accounting principles, financial statements, and Canadian personal and corporate taxation.
• Experience with Caseware, TaxPrep, QuickBooks, Sage, or similar software is preferred.
• CPA designation or enrollment in the CPA program is considered an asset.

Core Competencies

• Technical accounting and tax knowledge.
• Independent problem-solving and professional judgment.
• Organization and engagement management.
• Professional client communication.
• Accountability and ownership of assigned work.
• Ability to support and mentor junior staff.

Performance Expectations

Success in this role is demonstrated through independent file management . The Senior Associate is expected to complete routine engagements with limited supervision, identify and resolve issues before review, manage client and deadline requirements effectively, and submit high-quality files requiring fewer substantive review adjustments.

Professional Standards

The Senior Associate is expected to comply with Firm policies and applicable professional standards and maintain the confidentiality of all client and Firm information.