Senior Staff Accountant

Kerr Financial Group; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a detail-oriented Senior Staff Accountant to join their Montreal office. This role offers the chance to work with high-net-worth families, providing comprehensive accounting and tax services. Ideal candidates will have a strong grasp of Canadian GAAP, tax regulations, and excellent communication skills. In this collaborative environment, you'll manage client accounts, prepare financial statements, and ensure compliance with tax laws. If you're a proactive professional with a passion for client service and financial excellence, this opportunity is perfect for you.

Benefits

Full Health/Dental

Vacation/Personal Time Off

Qualifications

• Strong knowledge of Canadian GAAP and taxation is essential.
• Experience in full-cycle accounting and tax return preparation.

Responsibilities

• Prepare financial statements and tax returns for clients.
• Communicate with clients regarding their financial information.

Skills

Client Service Focus

Communication Skills

Problem Analysis

Organizational Skills

Fluency in English

Fluency in French

Education

CPA Designation

4+ years of Accounting Experience

Tools

Microsoft Excel

Tax Prep

Caseware

QuickBooks

MS Outlook

Job description

Human Resources Consultant at Kerr Financial Group

Kerr Financial Group is looking for a self-motivated professional to work as a Senior Staff Accountant for our Client Services Team within the Montreal office.

Who we are:

Kerr Financial is one of Canada’s longest standing fee-only providers of integrated wealth management services to high-net-worth families. Since 1979, our team of trusted professionals brings together, under one roof, tax, accounting and financial planning advice at the deepest level, investment management and estate planning with family governance services to help successful Canadian families build and preserve their legacies.

What we are looking for:

This rewarding opportunity is ideal for a highly organized, detail-oriented individual who is client-focused, eager to learn, and a collaborative team player. Success in this professional financial environment hinges on personal integrity and a proactive approach using technology and software to enhance your work.

We require the Senior Staff Accountant to be an excellent communicator, proficient in Excel, tax and accounting software, and possess a strong client service focus with the ability to be client facing. You must possess a good working knowledge of Canadian taxation and GAAP.

Job Overview

As Senior Staff Accountant, you will provide full cycle accounting, tax filing services, sales tax reporting where necessary, and supporting schedules.

Responsibilities

• Compilation Report file preparation, Financial Statements, and note disclosures for investment holding companies, small Canadian operating consulting companies, trusts and charitable foundations
• Preparation of T1 personal tax, T2 corporation tax, T3 intervivos trust and estate tax returns and T5 summaries & supplementary forms
• Calculation of Capital Dividend Account (CDA) balances, General Rate Income Pool (GRIP) Balances and Eligible and Non-eligible Refundable Dividend Tax on Hand (RDTOH) balances
• Preparation of T3010 Charity Returns and GST/HST returns
• Preparation of T1135 foreign income verification disclosures
• Preparation of standard corporation minutes and resolutions
• Preparation and filing of T4 summary and supplementary forms including payroll calculations, records of employment and remittance of at-source deductions
• Calculation of tax estimates and annual tax instalments and coordination of remittances to respective governments
• Review of Notices of Assessment and response to government Requests for Information (RFI)
• Communication with clients and third parties with respect to preparing or gathering information and concerning remittances, instalments, progress of files, inquiries

Minimum Requirements

• Strong working knowledge of Canadian GAAP and Canadian taxation
• Full-cycle Canadian accounting experience
• Advanced computer skills: Microsoft Excel (MACROS) and MS Outlook, VBA is an asset
• Experienced with accounting and tax software applications: Tax Prep (T1, T2, T3) and Caseware
• Experience with QuickBooks and Write-up preferable
• Proven ability to analyze problems coupled with strong oral and written communication skills, capable of producing clear reports, letters, and emails
• Strong organizational skills with a proven ability to handle multiple priorities and manage projects to timely completion
• Self-starter and team player, able to work independently and collaboratively in a deadline-focused environment
• Fluency in the English and French languages, both verbal and written

Education and Experience

• CPA designation with a minimum of 4+ years’ experience in full accounting cycle.
• Public accounting experience including the preparation of Canadian personal/corporate tax returns and the compilation of Financial Statements.

Remuneration

• Base salary
• Full Health/Dental
• Vacation/Personal Time Off policy

We thank all applicants; however, due to volume, only those moving forward in the recruitment process will be contacted for this position. All resumes are treated confidentially and destroyed once the recruitment process is complete.

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Accounting/Auditing and Finance