About Our Client
We are a well-established public accounting firm serving a diverse portfolio of small to medium-sized businesses and not-for-profit organizations. Our focus is on delivering personalized service, quality assurance engagements, and tax expertise. We are seeking a Senior File Preparer to join our collaborative team of professionals.
Position Summary
As a Senior File Preparer, you will work directly with complex client files, including those with multiple entities. You will be responsible for file preparation, year-end working papers, assurance files, and personal and corporate tax returns. This is a client-facing role suited to individuals who enjoy detailed file work and take initiative with high-level client engagements.
Key Responsibilities
- Prepare and complete compilation (Notice to Reader) and assurance engagements (review and/or audit) for complex clients
- Prepare year-end financial statements and working papers using CaseWare
- Prepare corporate and personal tax returns using Profile Tax Suite
- Liaise directly with clients to gather necessary information and resolve queries
- Handle files for clients with multiple entities and intercompany transactions
- Support and review junior staff work as required
- Maintain working knowledge of current Canadian accounting and tax standards
Qualifications
- Minimum 2 years of experience in public practice (Canadian firm)
- CPA designation or in the final stages of completion
- Strong technical knowledge in assurance engagements and tax compliance
- Demonstrated experience with complex client files
- Proficient in CaseWare Working Papers and Profile Tax Suite (preferred)
- Excellent attention to detail and strong organizational skills
- Professional communication and interpersonal skills, particularly in client interactions
Preferred Attributes
- Passion for working on files and solving complex accounting challenges
- Ability to work independently and meet deadlines in a fast-paced environment
- Experience with multi-entity clients and intercompany reconciliations
- Strong team player with a collaborative mindset