CPA with Tax Experience for Small Business Clients
Firm Overview:
Desai CPA Professional Corporation is a thriving public accounting firm dedicated to providing exceptional services to small entrepreneurial business clients.
With a focus on accounting, bookkeeping, and personal tax planning, we take pride in delivering personalized solutions that help our clients' grow and succeed. As we expand our team, we are seeking a Certified Public Accountant (CPA) to join us in serving our dynamic clientele.
Culture:
Embrace a culture that values the delicate balance between professional growth and maintaining strong family connections. Whether you're a seasoned CPA or a part-time professional, our firm is the place to achieve your career objectives. Explore a rewarding opportunity, where we prioritize work-life balance, collaboration, and individual career objectives for professionals.
Position: CPA with In-depth Tax experience
Location: Mississauga, Ontario
Responsibilities:
1. Client-Centric Services: Provide personalized accounting, bookkeeping, and tax planning services tailored to the unique needs of our small business clients. Be responsible for identifying and resolving engagement issues. Build and maintain strong relationships with clients, offering expert advice and solutions to meet their unique financial needs.
2. Tax Planning and Compliance: Lead strategic tax planning initiatives and ensure compliance with all relevant tax regulations for our small entrepreneurial business clients. Oversee and review personal and corporate income tax returns, Notice to Reader financial statements, and other routine tax filings. Manage workflow including research and preparing internal tax memos, year-end files, and communicating with CRA.
3. Financial Digitization and Automation: Address the growing demand for digitization and automated bookkeeping services, particularly utilizing QuickBooks Online (QBO), QuickBooks Online Payroll, FreshBooks, Dext, Plooto.
4. Financial Analysis: Conduct in-depth financial analysis to identify opportunities for tax optimization and provide strategic recommendations to clients.
5. Professional Development Stay informed about the latest trends in accounting, taxation, and digital tools, actively pursuing professional development opportunities to enhance expertise.
6. Collaboration: Work collaboratively with the team to deliver seamless and holistic financial solutions to our entrepreneurial clients and contribute to the overall success of the firm.
Qualifications:
1. CPA Certification: Must be a Certified Public Accountant with minimum 3 years public accounting firm experience.
2. Tax Expertise: In-depth tax preferred. Strong corporate and personal taxation knowledge with experience in tax planning and compliance, particularly with a focus on small business clients.
7. Digitization Skills: Proficiency in QBO, QuickBooks Online Payroll and FreshBooks, Dext, Plooto is preferable. Experience in supporting clients with digitization and automated bookkeeping.
3. Client-Focused: Proven ability to build and maintain strong client relationships, with a customer-centric approach. Strong understanding of a client-focused environment including related deadlines and the ability to work to meet those deadlines. Sound judgment regarding confidential and sensitive matters.
4. Career Growth Ambition: Aspire to advance your career and possess the drive to eventually establish your own practice.
5. Communication Skills: Strong verbal and written communication skills, with the ability to explain complex tax and financial concepts to clients in a clear and understandable manner.
6. Team Player: Strong work ethic, ability to work independently, collaborate effectively with colleagues, contribute to a positive and dynamic team environment.
7. Software Skills: Be adaptable to learning new technologies and processes to help improve efficiency and provide a better user experience for our clients. Skilled with Caseware, TaxPrep, Microsoft (Word, Excel, etc.), and CRA Online Services.
Benefits:
• Competitive salary
• Ongoing professional development
• Supportive and collaborative team culture
Please note that while this position is primarily based in-office, occasional remote work opportunities may be available.
How to Apply: Please submit your resume and a cover letter outlining your experience and career goals to info@desaicpa.ca
Include "CPA Application" in the subject line.
Join our team and take the next step in your career while contributing to the success of our clients and the growth of our firm!