Senior Staff Accountant

Staffing In Motion; Montréal-Est; On-site; CAD 90,000 - 100,000; Full time

Benefits offered by this job

Bonus 10%

Job summary

Staffing In Motion seeks a Senior Staff Accountant in Montreal East, Canada. The role covers full-cycle accounting, tax filing, and Family Office reporting. You will prepare corporate and personal tax returns, financial statements, and compliance work with Canadian GAAP, using Tax Prep, Caseview and Excel.

Salary ranges from $90,000 to $100,000 with a 10% bonus. CPA designation and 3+ years of experience are preferred; strong client communication is essential.

Qualifications

• CPA designation with a minimum of 3+ years in full accounting cycle.
• Experience with Canadian personal/corporate tax returns and financial statement compilation.
• Strong knowledge of Canadian GAAP and taxation.

Responsibilities

• Prepare Notice to Reader financial statements for investment holding companies, small Canadian entities, trusts, and foundations.
• Prepare quarterly Family Office reporting including net worth statements and portfolio detail.
• Prepare various tax returns: T1, T2, T3, T5; calculate CDA, GRIP and RDTOH balances.
• Prepare GST/HST returns and T1135 disclosures; coordinate payroll and remittance processes.
• Review notices of assessment and respond to RFIs; communicate with clients and third parties.

Skills

Advanced Excel

Canadian GAAP

Full-cycle accounting

Client communication

Education

CPA designation

3+ years accounting experience

Tools

Tax Prep (T1, T2, T3)

Caseview

QuickBooks

Quicken

MS Excel

VBA

Write-up

Job description

Montreal East, Canada | Posted on 01/30/2025

• Salary $90,000-$100,000 + bonus (10% of salary)
• City Montreal East
• Country Canada

Job Description

Senior Staff Accountant

Who we are:

One of the oldest leading fee-based provider of integrated wealth management services to high net worth families in Canada.We are proud to be the leader the industry with over 40 years of experience providing top of the line bespoke service.Our teams are well educated, industry bright lights with a keen understanding of Taxation, Investment Strategies, and Financial Planning at the deepest level.

Who are our clients?Our experience and technical knowledge allow us to service clients holding $1M and more in liquid assets as well as Family Office clients with assets ranging from $20M to $200M.

What we are looking for:

If you see yourself as a strong team contributor with a keen ability to learn and grow in a dynamic diverse industry and are focused on getting it right and detailed in your approach using technology and software to enhance your work,this is a role for you.

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

Job Overview

As Senior Staff Accountant you will provide full cycle accounting, tax filing services and supporting schedules, Family Office quarterly reporting (including net worth statements, customized portfolio, and performance reports,

Responsibilities

• Notice to Reader file preparation, note disclosures and Financial Statements for investment holding companies, small Canadian operating companies, trusts and charitable foundations, including review of general ledgers, preparation of reconciliation reports and preparation of journal entries and working papers
• Preparation of Quarterly Family Office Reporting – including net worth statements, investment portfolio detail and quarterly performance reports.
• Preparation of T1 personal tax, T2 corporation tax, T3 intervivos trust and estate tax, and T5 returns
• Calculation of Capital Dividend Account (CDA) balances, General Rate Income Pool (GRIP) Balances and 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 paralegal 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 respect to preparing or gathering information and concerning remittances, instalments, progress of files, inquiries

• Strong working knowledge of Canadian GAAP.
• Full-cycle Canadian accounting experience
• Advanced computer skills:Modeling using Microsoft Excel (MACROS) and MS Outlook, VBA is an asset.
• Experienced with accounting and tax software applications:Tax Prep (T1, T2, T3), Caseview, Quickbooks, Quicken and Write-up.
• Proven ability to analyze problems and prepare effective written and oral reports; communicate clearly and concisely with clients; Self-starter and team player, able to work independently and collaboratively with various teams in a deadline-focused environment

• Comprehensive oral and written communication skills with an ability to produce concise clear reports, letters and emails.
• Strong organizational skills with a proven ability to handle multiple priorities and manage projects to timely conclusion

Education and Experience

• CPA designation possessing a minimum of 3+ 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

$90,000-$100,000 + 10% bonus (might be some flexibility)