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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing accounting information systems and software, with a strong focus on client relationship management and team leadership. Proficient in financial reporting, bookkeeping, and compliance, while ensuring high standards of service delivery and process improvement.
Highest-signal resume keywords
Client Relationship ManagementCloud Accounting Software (Xero, QBO)Financial ReportingTeam LeadershipAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingAccounts ReceivableAccounts PayableFinancial Statement ReviewGST/HST/PST Sales Tax ReturnsData EntryFinancial BudgetingProcess ImprovementEngagement ProfitabilityDocumentation Integrity
Soft Skills
Customer Service OrientationExcellent CommunicationAdaptabilityProblem-SolvingTime Management
Tools & Technologies
Accounting Information SystemsZenbooksPayroll SoftwarePayment SoftwareVideo Call Platforms
Certifications & Qualifications
Criminal Background CheckEducation Verification
Industry Keywords
Public AccountingClient-Facing PositionFinancial SystemsAccounting RecordsEngagement Accountability
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Manage accounting information systems and software for client organizations
- Mentor and coach Staff Accountants on technical accounting issues
- Manage client relationships
- Build toward managing a small team of Staff Accountants
- Own the gross margin of the pod, with visibility into engagement profitability and accountability for team utilization
- Own complex bookkeeping and vController engagements
- Perform day-to-day accounting activities, including accounts receivable and payables
- Enter data into accounting systems and maintain information and documentation integrity
- Review and process client-submitted documentation such as bills and invoices
- Proactively contact clients for additional information
- Communicate with clients by email and video calls
- Prepare financial reports and budgets
- Organize accounting records, financial statements, and reports for clients
- Identify and resolve process improvements with the Manager of Accounting Services
- Execute assigned tasks while ensuring compliance
- Identify opportunities for additional services
- Build and manage accounting and financial systems using Zenbooks best practices and SOPs
- Provide subject matter expertise and understand client needs
- Ensure client solutions are delivered on time
- Maintain relationships with internal accountants and consultants
- Oversee implementation of payroll, accounting, payment software, and processes in client organizations
- Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
- Prepare GST/HST/PST sales tax returns
- Perform financial statement reviews and prepare client files for year-end tax accountants
Requirements
What you’ll need- 2-3 years of experience working in a client-facing position within public accounting
- Familiarity with cloud accounting software such as Xero and/or QBO is required
- Must pass a criminal background check and/or education and employment verification
- Working from home is a requirement
- Access to high-speed internet
- Availability during core business hours
- Attention to detail and strong organizational skills
- Customer service orientation with excellent communication
- Adaptability and effective problem-solving skills
- Time management and multitasking abilities
- Collaboration and initiative in team settings
Benefits
Comp & perks- 5 personal days
- 10 vacation days
- 1 week during the winter holidays
- 100% employer-paid health benefits (medical, dental, disability, life insurance)
- Flexible health spending account
- RRSP matching program
- Fully remote work arrangement
- Work-from-home setup with high-speed internet access
