Job Description

About the firm

Office CPA is a boutique, growth-focused professional services firm specializing in remote delivery of full-service accounting & tax solutions to private companies across Canada. Our offerings include cloud accounting, bookkeeping, compilations, tax compliance and planning, assurance, advisory, and fractional CFO services. We are committed to providing exceptional value through creative planning and close, personalized attention to our clients. Our client-centric approach produces long-term client relationships.

About the position

This is a client-facing Experienced Accountant role focused on preparing all types of client engagement files including compilation, review and special-purpose audit engagements, in addition to personal and corporate tax returns and directly assisting in the tax planning process.

The successful candidate will be an integral member of the growing professional services team and will report primarily to both an Assurance/Tax Manager and an Accounting Manager and will also have the opportunity to work directly alongside the Managing Director of the firm. You will be assigned a group of clients to manage enquiries and requests from, with the support of a manager.

The firm's back-office services--including bookkeeping, payroll, accounts payable, and a newly established fractional CFO offering--represent an increasingly in-demand segment of our practice. In this role, you will deliver quarterly reporting and assist with business performance review for these clients.

What we offer / Why is this opportunity unique

Hands-on experience working with a diverse range of client files from top to bottom Direct mentorship and guidance from our team of experienced accounting and tax professionals in a supportive and collaborative environment We are FULLY REMOTE! Work from anywhere. No commute. No dress code. Flexible working hours to accommodate your schedule and generous time off policy. Career advancement opportunity (managerial position available as we increase the size of our team) and performance-based rewards

PROFESSIONAL EXPERIENCE REQUIREMENTS

Preference will be offered to applicants who have at least 2-3 years of experience in a public accounting environment. No industry focus required. We have clients in a wide variety of industries.

Experience preparing compilation engagement financial statements (financial information) and simple individual income tax returns is required. Experience preparing complex individual income tax returns (business income / rental income) is preferred.

SUMMARY OF RESPONSIBILITIES

Preparation of Compilation engagement financial information (NTR)

Preparation of year-end adjusting entries and financial statements Preparation of corporate tax returns and HST returns Management compensation and tax planning Investment portfolio accounting
Preparation of assurance engagement files (review and audit)

Preparation of planning, risk assessment and substantive procedures Assurance experience (review and audit) and familiarity with Canada Accounting Standards for Private Enterprises (ASPE) is considered an asset Note - our assurance practice consists of a relatively small number of review engagements, compared to compilation and tax engagements, and only several special-purpose audit engagements per year.
Preparation/review of T1 Individual income tax returns

Preparation of business income and rental income summaries using client provided data Review work performed by Junior Accountants and co-op students
Management of internal reporting / bookkeeping in QuickBooks Online (QBO)

Review work performed by bookkeepers Preparation of quarterly reporting packages and communication with clients

SOFTWARE / APP STACK

Preference offered to applicants experienced with the following apps in the Accounting Tech Stack:

Excellent working knowledge of QuickBooks Online (QBO) and Xero

QBO is used by over 90% of our bookkeeping client base Experience working with Caseware Working Papers and Caseview Financial Statements Experience with Microsoft Office Suite (Word, Excel, Outlook) Experience with other apps such as Wagepoint, Plooto, Wave Accounting, Dext, etc.

GENERAL SKILL REQUIREMENTS

Excellent written and verbal communication skills

Strong organizational skills - ability to multi-task and manage deadlines Attention to detail and ability to follow instructions Ability to work independently, but comfortable asking for help when needed Ability to problem solve and critically think through issues and challenges Continuous learning attitude, open and receptive to feedback

COMPENSATION & BENEFITS

Annual salary to be based on skills & experience. Paid vacation days and health benefits will be provided.

This is a remote-based position (you will work from your home-office).

Job Types: Full-time, Permanent

Pay: $60,000.00-$89,000.00 per year

Benefits:

Dental care Extended health care Flexible schedule Paid time off Vision care Work from home
Language:

English (preferred)
Work Location: Remote

Expected start date: 2025-10-01