Supervisor - Corporate Business Group

Colonial Group; Mount Royal; On-site; CAD 80,000 - 110,000; Full time

Job summary

PSB BOISJOLI is seeking an Accounting Supervisor to join our Corporate Business Group in Montreal. You will oversee compilation and review engagements, ensure documentation is filed, and support senior management with technical accounting tasks.

Your experience should include at least 5 years in an accounting firm, CPA designation, and bilingual proficiency in French and English. Strong organizational and communication skills are essential, with proficiency in CaseWare/TaxPrep and MS Office.

Qualifications

• Minimum of 5 years work experience in an accounting firm.
• CPA designation required.
• Bilingual in French and English.
• Strong planning and organizational skills.
• Strong time management abilities.
• Knowledge of investment brokerage bookkeeping.
• Proficient in MS Office, CaseWare/CaseView and TaxPrep.

Responsibilities

• Responsible for completing and finalizing mandates and ensuring documentation is filed.
• Resolve semi-complex technical issues and escalate complex ones.
• Identify changes in circumstances and report to Manager.
• GST/QST concepts and compliance responsibilities.
• Prepare working papers for Compilation and Review engagements.
• Review complex personal and corporate tax returns and communicate findings.
• Understand partnership/relationship rules and CDA/donation rules.
• Communicate client issues to engagement partners and senior managers.
• Review taxable benefits and DAS calculations.

Skills

CPA designation

Bilingual (French-English)

Excellent written/verbal skills

Planning & organizational skills

Time management

Investment brokerage bookkeeping

MS Office

CaseWare/CaseView

TaxPrep

5+ years accounting firm experience

Education

CPA designation

Tools

Microsoft Office

CaseWare/CaseView

TaxPrep

Job description

PSB BOISJOLI is currently seeking anAccounting Supervisor to join our Corporate Business Group.

Responsibilities

• Responsible for completing and finalizing mandates (i.e. subsequent adjustments to file, clearing of partner/manager review notes, and ensures that all necessary documentation and correspondence is received and filed appropriately);
• Resolve semi-complex technical issues and escalte unresolved complex issues to the appropriate higher-level person;
• Identifies and brings any changes in circumstances to the attention of the Manager;
• GST/QST: understands basic concepts and compliance, and identifies and resolves issues;
• Prepares complete working paper files relating to Compilation and Review engagements, and ensures that all work is documented appropriately;
• Personal Taxes: Able to review complex tax returns, identifies potential problems and tax planning opportunities, and communicates these to the Manager;
• Corporate Taxes: Able to identify potential problems, and has a general understanding of, among other things, partnership and relationship rules, active vs. passive tax rules, CDA account and donation rules;
• Ensures that issues raised by clients and/or the existence of potential clients are communicated to engagement partners and senior managers;
• Reviews taxable benefits and DAS calculations.

Skills/Experience

• Minimum of 5 years work experience in an accounting firm
• CPA designation
• Excellent written and verbal skills;
• Bilingual (French and English);
• Strong planning and organizational skills
• Strong time management skills
• Knowledge of investment brokerage bookkeeping
• Proficient in Microsoft Office as well as CaseWare/CaseView and TaxPrep.