Account Management Associate I
Halifax, NS
11 Months
Education:
Experience: Big 4 Firms with 4-5 experience if not CPA
Additional Details:
Client facing or interacting with third parties
Understanding of accounting of debits and credits
CPA or have 4-5 similar years\' experience
7 hour working day
Deadline driven
Monthly and quarterly deadlines
Financial statements
Cash payments and interacting with banks
Meeting deadlines
100 team members
Captative Insurance
:
What can you expect?
Join a growing team of 100+ people in the Halifax office, which is divided geographically in terms of coverage. This position will be supporting U.S based clients.
You will be responsible for accounting, regulatory compliance and administrative functions for a portfolio of captive insurance companies and other clients.
What is in it for you?
Client Canada offers competitive employee benefits and a thriving culture to bring your authentic self to work
A company with a strong Brand and strong results to match
As a CPA approved training office, we offer financial and educational support towards your CPA designation
We value work/life balance while working with us and design workloads with that in mind
As a working remote position, company equipment and support will be made available for colleagues
We will count on you to:
Preparation of financial statements in an accurate and timely manner.
Reconcile cash and investment accounts.
Prepare bank deposits and cash disbursements.
Plan and complete the annual audit for clients.
Prepare regulatory filings.
Ensure on-going compliance with regulations.
Maintain client files in accordance with regulations
Maintain and develop client relationships, including identifying and resolving issues and consult on best practices
Monitor and document team and client activities to prevent and detect problems.
Prepare memos and other correspondence.
Correspond with other service providers.
Prepare meeting materials and participate in the annual board of directors\' meeting and other client meetings.
Perform other job-related duties as assigned.
What you need to have:
CPA Designation or CPA enrolment is an asset, OR;
2 years of accounting experience - preparation of financial statements, preparation of working paper file, GL
Undergraduate degree in Accounting
Ability to excel in a fast-paced, team-oriented environment and the ability to meet tight deadlines.
Excellent organizational and prioritization skills with a strong attention to detail.
Outstanding interpersonal skills, confidence and communicate effectively with all levels of the organization and with external clients.
Proficiency with MS Excel, Word and Outlook is required.
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