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Accounting Technician Jobs
Company | Staffing In Motion |
Address | Ontario, CA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Accounting |
Expires | 2023-09-20 |
Posted at | 8 months ago |
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.
- Occasional administrative overflow from other departments as availability permits
- Preparing schedules to calculate weighted average cost base of concentrated securities for tax purposes
- Assistance/facilitation with downloading/distributing client tax slips to Accounting/Tax teams
- 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
- Tax Season scanning, collating, and assistance with other administrative tasks which may arise
- Uploading/downloading client documents and reports to SmartVault software
- Printing reports from NDEX and printing from Naviplan software as needed
- Preparing T4 and T5 summary and supplementary slips
- Inputting personal tax returns in line with level of expertise
- Preparing Net Worth statements and Investment Portfolio Detail schedules to assist planners
- Preparing tax estimates and coordinating recommendations for quarterly instalments with the accountants and planners
- Proficient in Microsoft Excel and MS Outlook
- 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
- Strong organizational skills and thorough attention to detail
- Comprehensive oral and written communication skills with an ability to produce concise clear reports, letters and emails and to communicate clearly and concisely
- Proven ability to analyze problems and propose solutions
- Experience as a Tax Assistant or Financial Planning Assistant
- Experience working with DocuSign, SmartVault, and Taxprep an asset
- Post-secondary education would be an asset, preferably in business and or accounting
- $55,000-$65,000 + bonus (5% of salary)
- Wellness, Personal Time Off policy
- Full Health and RRSP program
-
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