Chartered Professional Accountant, Chartered Accountant (CPA, CA)

Work setting

• Auditing firm or department
• Private company, corporation or industry
• Accounting firm

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Manage balance sheets and profit/loss statements
• Plan, set up and administer accounting systems
• Supervise staff
• Train staff
• Analyze clients' financial records
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Develop financial plans for clients
• Prepare reports and audit findings
• Prepare financial statements and reports
• Recommend improvements to accounting systems and management practices
• Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
• Prepare income tax returns from accounting records
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Oversee payroll administration

Supervision

• 1 to 2 people
• Contractors

Credentials

Certificates, licences, memberships, and courses 

• Chartered Professional Accountant (CPA)
• Certified General Accountants (CGA) - level 3

Experience and specialization

Computer and technology knowledge

• Accounting software
• Simply Accounting
• MS Office
• Data analysis software
• Internet
• MS Excel
• MS Windows
• TaxPrep
• MS PowerPoint
• Desktop publishing software
• Sage Accounting Software

Area of specialization

• Accounting

Additional information

Security and safety

• Criminal record check
• Driver's validity licence check
• Credit check

Transportation/travel information

• Valid driver's licence
• Own transportation
• Own vehicle
• Travel expenses paid by employer
• Parking paid by employer

Work conditions and physical capabilities

• Fast-paced environment
• Attention to detail

Own tools/equipment

• Computer
• Printer
• Internet access
• Cellular phone

Personal suitability

• Accurate
• Client focus
• Dependability
• Excellent oral communication
• Excellent written communication
• Judgement
• Organized
• Reliability
• Team player
• Ability to multitask
• Adaptability
• Due diligence
• Proactive

Benefits

Financial benefits

• Mileage paid
• Stocks/shares

Other benefits

• Learning/training paid by employer
• Other benefits
• Variable or compressed work week