Jobs in Morrisville, Canada

Zenbooks offers a fresh new take on accounting. Specializing in cloud-based software and virtual bookkeeping, we help small to medium businesses better manage their finances in a collaborative and paperless way. We help our business owners by solving their problems and giving them honest advice. Existing entirely online, our team of remote experts utilizes innovative technologies to empower business owners with the tools they need to grow their businesses efficiently and effectively. With a strong belief in company culture, we continuously challenge ourselves to provide exemplary service to clients and employees alike.

It's not just a job, be part of the change in the industry!

All in an accessible, independent, self-managed setting – AKA the comfort of your home! Headquartered in Ottawa, Ontario, we serve clients from coast to coast – all while remaining 100% paperless. We rely on cloud-based solutions such as Zoom to communicate and manage clients. If you’re looking to join an innovative new company disrupting an old industry, we’d love to have you. And as fast-growing as we are, we want you to grow with us. That’s why we’re prepared to invest time and money into training all employees.

• Manage accounting information systems and software for client organizations
• Mentor and coach Staff Accountants on technical accounting issues
• Manage client relationships
• Oversee implementation of new software (e.g., payroll, accounting, payments) and processes in client organizations
• Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
• Prepare financial reports and budgets to share with the client
• Organize accounting records, financial statements, and reports to share with the client
• Identify process improvements and bring them to resolution to share with the Manager of Accounting Services
• Execute assigned tasks while ensuring compliance
• Identify opportunities for additional services
• Build and manage accounting and financial systems using Zenbooks best practices and SOPs
• Provide subject matter expertise and understand the needs of clients
• Ensure client solutions are delivered on time
• Maintain and build relationships with internal accountants and consultants
• Perform day-to-day accounting activities to maintain client records (accounts receivable and payable) and ensure completeness
• Enter data into accounting systems/software, maintaining integrity of information and documentation
• Review and process client-submitted documentation (bills, invoices, etc)
• Proactively reach out to clients for additional information as needed
• Communicate with clients by email and video calls
• Organize and prepare financial statements and reports for clients
• Identify and communicate client needs to ensure timely delivery
• Oversee completion of year-end tasks with client files for tax accountants
• Identify and resolve issues to support continuous improvement

• Attention to Detail and Strong Organizational Skills
• Customer Service-Oriented with Excellent Communication
• Adaptability and Effective Problem-Solving Skills
• Time Management and Multitasking Abilities
• Collaboration and Initiative in Team Settings

• 2-3 years of experience working in a client-facing position within public accounting
• 1-2 years of experience helping clients with monthly reporting in a client-facing position
• Familiarity with cloud accounting software (such as Xero and/or QBO)
• Must pass a criminal background check and/or education and employment verification
• Working from home is a requirement, including access to high-speed internet and availability during core business hours

• Job Type: Full-time
• Salary: $70,000 to $80,000 per year
• 5 Personal Days + 10 Vacation days + 1 week during the winter holidays
• 100% Employer-paid Health benefits (medical, dental, disability, life insurance, and vision) (including EAP) and flexible health spending account
• Group Registered Retirement Savings Plan (RRSP)
• 100% Employer-paid Laptop, monitor, keyboard and mouse
• 100% Employer-paid Ergonomic assessment of your home office (Virtual)
• Flexible work schedule

• Submit your Resume and Cover Letter through the platform where you found this posting or directly on our website (Cover Letters are optional but encouraged)

1. Phone Screen: Selected candidates invited to a phone interview with our People & Culture Generalist to discuss the role in more detail
2. Case Activity: Candidates progressing will be asked to participate in a Case Activity (Excel or Google Sheets required)
3. Interview with Leadership: Zoom interview with management; may include a QBO walkthrough
4. Final Stage: The selected candidate will be extended an offer and introduced to the team