Intermediate Staff Accountant We are looking for an organized, detailed, self-motivated individual to work as an Intermediate Staff Accountant for our Family Office Division within the Toronto team. Who we are: One of Canadas longest standing fee only providers of integrated wealth management services to high net worth families, bringing together tax advice, investment management and estate planning with family governance services to help successful Canadian families build and preserve their legacies, all from the same team of trusted professionals. We are proud to be a leader in the industry with 40 years of experience providing top of the line 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 our clients are: Our experience and technical knowledge make us best suited to clients looking for tax, investment, accounting and planning services holding $2M 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, are focused on getting it right and are detailed in your approach using technology and software to enhance your work, this is a role for you. We require the Intermediate Staff Accountant to be an excellent communicator, be proficient in Excel, tax and accounting software and possess a strong client service focus with an ability to be client facing. You must possess a good working knowledge of Canadian taxation and GAAP. Job Overview As Intermediate Staff Accountant, you will provide full cycle accounting, tax filing services and supporting schedules and 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 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 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 Competencies Strong working knowledge of Canadian GAAP and Canadian taxation Full-cycle Canadian accounting experience Advanced computer skills: Microsoft Excel (MACROS/PIVOT/MODELING) and MS Outlook, VBA is an asset. Experienced with accounting and tax software applications: Tax Prep (T1, T2, T3), CaseWare, QuickBooks, Quicken and Write-up Proven ability to analyze problems and propose solutions Comprehensive oral and written communication skills with an ability to produce concise clear reports, letters and emails and to communicate clearly and concisely with clients Strong organizational skills with a proven ability to handle multiple priorities and manage projects to timely conclusion; Self-starter and team player, able to work independently and collaboratively with various teams in a deadline-focused environment Education and Experience Full accounting cycle accounting experience Public accounting experience including the preparation of Canadian personal/corporate tax returns and the compilation of Financial Statements CPA designation preferred but will also consider undesignated applicants with strong work experience and competencies Remuneration – $60,000 + bonus – Full Health and RRSP program – Wellness, Personal Time Off/Vacation policies 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 retained and treated confidentially for consideration against future opportunities.