Responsibilities

Tasks

• Analyze clients' financial records
• Prepare financial information for individuals, departments or companies
• Prepare financial statements and reports
• Prepare income tax returns from accounting records
• Analyze financial documents and reports
• Examine accounting records
• Assist in the planning and execution of financial statement audits
• Variance analysis
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Oversee payroll administration

Experience and specialization

Computer and technology knowledge

• Automatic data processing (ADP)
• Accounting software
• CANTAX
• Quick Books
• Caseware/Caseview
• MS Office
• Internet
• MS Excel
• MS Windows
• Enterprise resource planning (ERP) software
• TaxPrep

Area of specialization

• Financial planning
• External audit
• Accounting
• Accounting and financial services

Additional information

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large workload

Own tools/equipment

• Cellular phone

Personal suitability

• Accurate
• Client focus
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Reliability
• Team player
• Ability to multitask
• Adaptability
• Due diligence
• Proactive