Accounting Technician Jobs

We are looking for a key contributor to the management and growth of our wealth management business. We are looking for a self-motivated professional to work as Accounting Technician in our Toronto office.

Who we are:

We are one of Canada’s longest standing fee only providers of integrated wealth management services to high net worth families, bringing together tax advice, investment management and estate planning with family governance services to help successful Canadian families build and preserve their legacies, all from the same team of trusted professionals. We are proud to be a leader in the industry with 40 years of experience providing top of the line service. Our teams are well educated, industry bright lights with a keen understanding of Taxation, Investment Strategies, and Financial Planning at the deepest level.

Who our clients are:

Our experience and technical knowledge make us best suited to clients looking for tax, investment, accounting and planning services holding $2M and more in liquid assets as well as Family Office clients with assets ranging from $20M to $200M.

What we are looking for:

This rewarding opportunity exists for a very organized, detail-oriented individual who is client-focused, eager and willing to learn, and a team player who thrives in a professional financial environment where personal integrity and approach are key values.

In this challenging position you will use your accounting administration background and proficiency in key software as well as your analytical and organizational skills to help service our internal clients daily.

Job Overview

As Accounting Technician your focus will be on providing assistance to the Accounting Team (approximately 2 days a week) (including tax season coordination and support for a period of 6 weeks) as well as providing support to the Financial Planning team on an ongoing basis (approximately 3 days a week).

Responsibilities

• Preparing Net Worth statements and Investment Portfolio Detail schedules to assist planners
• Preparing T4 and T5 summary and supplementary slips
• Assisting Financial Planner with client management which may include booking meetings, saving emails, updating internal tracking sheets, sending DocuSign emails as needed
• Downloading and reviewing CRA Notices of Assessment and preparing documentation to submit to CRA to respond to Requests for Information
• Uploading/downloading client documents and reports to SmartVault software
• Preparing schedules to calculate weighted average cost base of concentrated securities for tax purposes
• Preparing tax estimates and coordinating recommendations for quarterly instalments with the accountants and planners
• Tax Season scanning, collating, and assistance with other administrative tasks which may arise
• Printing reports from NDEX and printing from Naviplan software as needed
• Inputting personal tax returns in line with level of expertise
• Assistance/facilitation with downloading/distributing client tax slips to Accounting/Tax teams
• Occasional administrative overflow from other departments as availability permits

Competencies

• Comprehensive oral and written communication skills with an ability to produce concise clear reports, letters and emails and to communicate clearly and concisely
• Strong organizational skills and thorough attention to detail
• Proven ability to handle multiple priorities and manage projects to timely conclusion; Self-starter and team player, able to work independently and collaboratively with various teams in a deadline-focused environment
• Proficient in Microsoft Excel and MS Outlook
• Proven ability to analyze problems and propose solutions

Education And Experience

• Post-secondary education would be an asset, preferably in business and or accounting
• Experience working with DocuSign, SmartVault, and Taxprep an asset
• Experience as a Tax Assistant or Financial Planning Assistant

Remuneration

• Wellness, Personal Time Off policy
• $55,000-$65,000 + bonus (5% of salary)
• Full Health and RRSP program