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Manager - Private Enterprise Core Services
KPMG, Winnipeg, MB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Are you a talented and proven leader who motivates teams and provides exceptional customer service? We are looking for Managers to join our dynamic team. Our teams of professionals help our clients' manage risk so they can focus on their core business. By intimately understanding each client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. KPMG Enterprise is looking for a well-rounded experienced Manager/Senior Manager to join our growing group in Winnipeg. In this role, you will work directly with clients, staff and partners to deliver non-audit assurance, accounting and tax services for private clients. The ideal candidate will have public practice experience working with private companies, strong technical accounting skills and tax knowledge. What you will do Manage and Review Compilation of Financial Statement Engagements, Review Engagements and Tax Compliance Engagements including corporate, personal, partnership and trust returns for private clients; Apply knowledge of Accounting Standards for Private Enterprises (ASPE); Accept accountability for overall engagement completion and ensure all deadlines are communicated and met both internally with staff and partners and externally with clients; Assist partners in client receivables and billings; Apply professional judgment when making non-routine decisions and seek guidance where appropriate; Identify and analyze client needs and provide comprehensive solutions and advice; Provide exceptional service to our clients and foster excellent relationships as a trusted private company business advisor; Meet with clients to review results and deliver final report; Develop a thorough understanding of firm services, businesses and industry through experiential learning; Manage and lead engagement teams effectively; Train and develop junior staff as a mentor; Act as a Performance Manager to staff. What you bring to the role Qualified CPA with experience working in a management role (minimum number of 2 years as a manager) in an Assurance and Tax environment in a public practice firm; Strong technical accounting and tax knowledge; Experience working with private companies of all sizes; Strong project management skills with a demonstrated ability to manage time and adhere to strict deadlines and budget; Superior interpersonal skills and leadership skills with a commitment to mentoring; Demonstrate ability to develop a positive rapport with clients and develop business relationships with clients to understand their needs and execute plans to meet their objectives. Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . #LI-HYBRID Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Manager - Private Enterprise Core Services
KPMG, Saskatoon, SK
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Are you a talented and proven leader who motivates teams and provides exceptional customer service? We are looking for Managers to join our dynamic team. Our teams of professionals help our clients' manage risk so they can focus on their core business. By intimately understanding each client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. KPMG Enterprise is looking for a well-rounded experienced Manager/Senior Manager to join our growing group in Winnipeg. In this role, you will work directly with clients, staff and partners to deliver non-audit assurance, accounting and tax services for private clients. The ideal candidate will have public practice experience working with private companies, strong technical accounting skills and tax knowledge. What you will do Manage and Review Compilation of Financial Statement Engagements, Review Engagements and Tax Compliance Engagements including corporate, personal, partnership and trust returns for private clients; Apply knowledge of Accounting Standards for Private Enterprises (ASPE); Accept accountability for overall engagement completion and ensure all deadlines are communicated and met both internally with staff and partners and externally with clients; Assist partners in client receivables and billings; Apply professional judgment when making non-routine decisions and seek guidance where appropriate; Identify and analyze client needs and provide comprehensive solutions and advice; Provide exceptional service to our clients and foster excellent relationships as a trusted private company business advisor; Meet with clients to review results and deliver final report; Develop a thorough understanding of firm services, businesses and industry through experiential learning; Manage and lead engagement teams effectively; Train and develop junior staff as a mentor; Act as a Performance Manager to staff. What you bring to the role Qualified CPA with experience working in a management role (minimum number of 2 years as a manager) in an Assurance and Tax environment in a public practice firm; Strong technical accounting and tax knowledge; Experience working with private companies of all sizes; Strong project management skills with a demonstrated ability to manage time and adhere to strict deadlines and budget; Superior interpersonal skills and leadership skills with a commitment to mentoring; Demonstrate ability to develop a positive rapport with clients and develop business relationships with clients to understand their needs and execute plans to meet their objectives. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . #LI-HYBRID Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Private Banker - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 04/21/2024Address:1250 boul Rene Levesque OuestDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.Provides superior service to an assigned portfolio of clients with the objective of becoming their trusted advisor.Leads a deal team to meet client needs when acting as the lead relationship manager.Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Ensures high quality of information obtained to support decisions.Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.Negotiates appropriate pricing using discretion where required to build a profitable portfolio.Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.Applies financial planning skills and concepts against each client's personal and financial situation.Acts as an ambassador to enhance BMO's reputation in the market.Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.Performs sales and service support activities to meet client needs and maintain overall service levels.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and EnglishMust meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.Financial Planning accreditation IQPF required or in the process of completionWorking knowledge of Personal and Commercial credit and non-credit products.In-depth sales and client service skillsIn-depth business development skills with successful track recordExpert relationship management skills.Able to work independently, resolving complex or ambiguous issues or situations.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depthCompétences pour la prise de décisions fondées sur les données - compétences approfondies.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Group Financial Advisor - TERM (Saskatoon, SK)
RBC, Saskatoon, SK
Job SummaryJob DescriptionWhat is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.This is a contract, work from home position but may involve some travel to cover Saskatchewan. The successful applicant must be mobile to work at all branches in Saskatchewan as required.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsParticipate in RBC at Work Group Advantage events and member onboardingCollaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and enable performance and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the clientDemonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partnersAgile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environmentDigital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clientsNice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityFamiliarity with Group Advantage value propositionWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Competitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityJob SkillsClient Centricity, Communication, Critical Thinking, CuriosityAdditional Job DetailsAddress:3118 CLARENCE AVE S:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Global Licensing Services Corporation Assistant Controller
PwC, Vancouver, BC
A career in Procurement, within Internal Firm Services, will provide you with the opportunity to develop and manage the procurement of all goods and services required by PwC for operational and strategic purposes. As a part of the team, you'll assist in developing our standard practices and compliance infrastructure, managing relationships for both internal clients and suppliers to aid in the strategic selection of suppliers, supplier diversity, and contract negotiations.As part of our team, you'll be responsible for the acquisition of services and capital equipment and goods. We serve as the relationship manager for both internal clients and suppliers by seeking appropriate solutions for all sourcing needs, creating, reviewing, and negotiating contractual arrangements through thought leadership, subject matter specialisation, and strategic advising. Meaningful work you'll be part of As a Global Licensing Services Corporation Assistant Controller Manager , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Leading the management of day-to-day accounting activities required to support the operations of GLSC. This role is hands-on and supports accounting functions including accounts payables, account receivables, month end close reporting process, and year end audits • Maintaining financial and operational controls, tracking metrics, preparing financial statements, responding to ad hoc accounting and tax queries and applying various management accounting techniques • Assist with the preparation of Board materials including a detailed overview of financial results and management commentary • Leading compliance requirements including the external audit, HST filings, and other activities • Assisting in the review and approval of global contracts, including identifying financial and compliance issues pertinent to GLSC and the Network • Support and/or direct involvement in some of GLSC's key functions i.e cash management, deal support, customer support, reporting and analytics functions and special projects, as needed • Mitigating financial, legal, tax, operational and data protection risks to GLSC, and the PwC Network including knowing when to engage subject matter specialists • Collaborating with global network colleagues ( e.g. Global Procurement, Legal, Technology, Asset Management) and fostering compliance with financial policies and controls Experiences and skills you'll use to solve • E xperience with full cycle accounting under IFRS, audits and board reporting • Excellent time management and organizational skills and the ability to manage priorities within structured and unstructured deadlines and deliverables • Ability to assimilate information from multiple sources, provide strong analytical and problem-solving skills to drive decisions in the face of ambiguity • Process improvement and change management experience is an asse t • Experience with procurement and legal contracts is considered a plus • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives PwC BC Region Pay Range Information The salary range* for this position is $92,200 - $153,800 plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location. * Please note that the salary range for this position is reflected for our British Columbia region . Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location . PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Financial Reporting & Tax Compliance, Senior Associate
PwC, Edmonton, AB
A career in our Accounting and Tax Reporting practice, within Private Company Services, will provide you with the opportunity to help private companies with a range of business advisory services to resolve their day-to-day business issues and to help them achieve long-term success. You will advise clients on their local tax affairs, while acting as a strategic consultant, and will help them manage their tax obligations across unique but ever-changing tax specialties. Our team helps our clients with accounting and complex tax reporting. You will focus on planning and executing notice to reader and review engagements; drafting financial statements; reviewing trust and corporate income tax returns, and other tax reporting forms; and will assist with year-end planning and bookkeeping. Meaningful wor k you' ll be part of As a Senior A ssociate , you'll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to: • Preparation of review and compilation engagements, including drafting financial statements • Preparation of Canadian tax compliance (T1, T2, T3, T5013) • Collaborating with others independently or within a team environment • Delegate to others to provide stretch opportunities, coaching them to deliver results • Demonstrate critical thinking and the ability to bring order to unstructured problems • Use feedback and reflection to develop self-awareness , personal strengths and address development areas • Assist on how to best utilize technology to achieve efficiencies, streamline processes or ensure compliance and make decisions in confidence based on analysis of available information to drive business success • Identify and make suggestions for improvements when problems and/or opportunities arise during client engagements • Review your work and that of others for quality, accuracy and relevance Experience and skills you'll use to solve • Accounting diploma or degree from a college or u niversity • C ompleted or near completion CPA or equivalent designation is preferred • Drafting financial statements including note disclosures • Understanding of ASPE accounting standards and Review Engagements under CSRE 2400 audit standards • Understanding of Compilation Engagements under CSRS 4200 • Understanding of Canadian tax and ability to prepare company income tax returns for trusts and private enterprises • Hands-on experience in accounting software such as Taxprep , Silverfin , or similar softwares an asset • E xperience in a public accounting firm is an asset • Self-starter with good organizational skills • Excellent client relationship management skills Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This purpose-led work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . The most connected firm through activity based working With connectivity being a key enabler of our strategy, we're striving to become the most connected firm - connected to the market, to our people and to each other. We've adopted Activity Based Working, empowering our people with the flexibility to choose the setting most suitable to accomplish their goals for the day. PwC professionals solve important problems by engaging in a diverse range of activities in our offices, from client sites and our homes, building connections with each other and our clients. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Portfolio Assistant - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 05/03/2024Address:1250 boul Rene Levesque Ouest***Support and administrative role***Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).Expands the business growth potential of the team through telemarketing and outbound calls.Coordinates marketing activities and sales material to support client / prospect conversations.Provides knowledge detailed information about products and services offered.Determines appropriate communication/service regarding all aspects of investing.Independently resolves client complaints in a timely and effective manner; escalates as required.Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports, and dashboards.Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.Maintain the schedule / calendar to coordinate customer meetings and office coverage.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Organizes work information to ensure accuracy and completeness.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and English.Advanced knowledge of investment process and procedures.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.Relevant investment industry licensing for the designated jurisdiction / portfolio.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Portfolio Assistant - BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline: 05/03/2024 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service ***Support and administrative role*** Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the teams business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). Expands the business growth potential of the team through telemarketing and outbound calls. Coordinates marketing activities and sales material to support client / prospect conversations. Provides knowledge detailed information about products and services offered. Determines appropriate communication/service regarding all aspects of investing. Independently resolves client complaints in a timely and effective manner; escalates as required. Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Organizes work information to ensure accuracy and completeness. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Bilingualism French and English. Advanced knowledge of investment process and procedures. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. Relevant investment industry licensing for the designated jurisdiction / portfolio. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37 500,00 - $69 500,00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Manager Tax
Fed Finance, Montreal, QC
Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire et permanent pour les métiers de la comptabilité et de la finance. Nos consultants sont tous des experts et parlent votre langue. Nous nous engageons à vos côtés pour vous accompagner tout au long de votre recherche d'emploi et à chaque étape de votre carrière.Hello, I'm Ninon, Recruitment Consultant at Fed Finance, a recruitment firm specializing in finance and accounting. I specialize in assisting accounting firms and work on two types of recruitment: temporary and permanent in the Greater Montreal area. I'm looking for a Senior Assurance File Manager for an accounting firm located in downtown Montreal. Your responsibilities: Reviewing Canadian corporate, personal, partnership and trust tax returns; Ensuring all tax filings and tax data are reviewed thoroughly and consistently; Working closely with partners and managers on different files, specifically those that have complex tax structures; Identifying tax compliance issues and developing solutions to suit the needs of our clients; Recognizing planning opportunities and suggesting recommendations to minimize tax exposure; Overseeing and being responsible for the work of staff members; Developing and maintaining relationships with clients; and Providing advice and training to other staff members. What the firm can do for you: Hybrid or remote work formula Competitive salary Full range of benefits Career advancement opportunities 4 weeks paid vacation 8 paid personal days Summer schedule (office closes at 1 pm on Fridays) Reimbursement for parking or public transportYour profile: 5+ years of relevant work experience in Canadian tax at a public accounting firm, specializing in tax compliance and due diligences Enrolled or having completed the Master of Taxation program or CPA Canada In-Depth Tax Courses Solid experience interpreting and applying tax legislation Proficient with tax research methods and databases Ability to identify new business opportunities, build strong client relations and focus on employee engagement Work flexible hours and work within required budgets Ability to prioritize and manage multiple tasks Experience with CaseWare and Taxprep is an asset Proficiency with Microsoft Office programs including Microsoft Word and Excel
Portfolio Assistant - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 05/03/2024Address:1250 boul Rene Levesque OuestProvides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).Expands the business growth potential of the team through telemarketing and outbound calls.Coordinates marketing activities and sales material to support client / prospect conversations.Provides knowledge detailed information about products and services offered.Determines appropriate communication/service regarding all aspects of investing.Independently resolves client complaints in a timely and effective manner; escalates as required.Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports, and dashboards.Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.Maintain the schedule / calendar to coordinate customer meetings and office coverage.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Organizes work information to ensure accuracy and completeness.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and English.Advanced knowledge of investment process and procedures.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.Relevant investment industry licensing for the designated jurisdiction / portfolio.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Portfolio Assistant - BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline: 05/03/2024 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the teams business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). Expands the business growth potential of the team through telemarketing and outbound calls. Coordinates marketing activities and sales material to support client / prospect conversations. Provides knowledge detailed information about products and services offered. Determines appropriate communication/service regarding all aspects of investing. Independently resolves client complaints in a timely and effective manner; escalates as required. Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Organizes work information to ensure accuracy and completeness. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Bilingualism French and English. Advanced knowledge of investment process and procedures. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. Relevant investment industry licensing for the designated jurisdiction / portfolio. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37 500,00 - $69 500,00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Senior Associate, Financial Reporting & Insights
BDO Canada, London, ON
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityOur London, Windsor & Woodstock offices are looking for a Senior Associate to join the Financial Reporting & Insights team and own the following responsibilities:Efficiently prepare year-end engagements and tax returns for your clients across various industriesPreparation of personal income tax returnsEffectively handle compilation/ Notice to Reader engagements Build positive working relationships with clients and effectively respond to request and suggestionsEffectively communicate with team members regarding progress updates and issues on an ongoing basisHow do we define success for your role? You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and CollaborationYou understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains & attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional development.Your experience and educationYou have at least 3 years of experience in the public accounting industry You value teamwork, client service, and quality in detailed workYou display strong problem solving, analytical, and communication skillsYou have knowledge of accounting policiesWhy BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page.
Assistant Manager - CR1103
Carter's, Regina, SK
QUESTIONNAIRE-3-823432Employee Type:RegularIf you are a CURRENT Carter’s employee, you MUST apply through the Internal Career Link within the My Career & Performance app in Workday. Do not apply using the below external application.Carter’s, Inc. is the largest branded marketer in North America of apparel exclusively for babies and young children. The Company owns the Carter’s and OshKosh B’gosh brands, two of the most recognized brands in the marketplace. These brands are sold in leading department stores, national chains, and specialty retailers domestically and internationally. They are also sold through more than 1,000 Company-operated stores in the United States, Canada, and Mexico and online at www.carters.com, www.oshkosh.com, www.cartersoshkosh.ca, and www.carters.com.mx. The Company’s Child of Mine brand is available at Walmart, its Just One You brand is available at Target, and its Simple Joys brand is available on Amazon. The Company also owns Skip Hop, a global lifestyle brand for families with young children. Carter’s is headquartered in Atlanta, Georgia. Additional information may be found at www.carters.com.Baby Clothing, Kids Clothes, Toddler Clothes | Carter'sShop for baby clothing, baby necessities and essentials at Carters.com, the most trusted name in baby, kids, and toddler clothing. Shop our selection of cute baby & kids clothing.Summary:The Assistant Store Manager, through execution of Store Manager directives, assists in maximizing sales, creating a positive, fun and outwardly-friendly environment, guiding store operations to meet brand standards and Key Performance Indicator (KPI) targets, as well as ensuring our customers receive excellent customer service. The Assistant Store Manager is responsible for store operations in absence of the Store Manager.As an Assistant Store Manager, your primary responsibilities will include:OPERATIONSManage the operations of the store in the absence of the Store ManagerProvide exceptional customer service and shopping experiences for our customers; being a strong brand ambassador through knowledge and understanding of our productsWork in partnership with the Store Manager to help meet and exceed all company set sales and operational goalsDrive sales through leadership and coaching on the sales floorCommunicate field and/or market data to the appropriate department leaders when requiredAssist the Store Manager in all merchandising, marketing and visual presentation aspects of the storeReceive and process company product accurately and efficiently while preserving the organization of the backroomMaintain replenishment of product on the sales floor to company standardsSupport the Store Manager with securing company assets through the implementation of loss prevention policies and proceduresMaintain a safe and clean store environment for our team members and customers. Participate in store housekeeping duties. Ensure the compliance of all company and store policies and proceduresContribute to store and region success by accomplishing related results as neededHUMAN RESOURCESAssist the Store Manager in hiring, training and supervising the performance of our team membersAssist the Store Manager to ensure the successful onboarding and training of new team membersSupport the Store Manager with employee performance managementModel the Carter’s Company Values and Leadership BehavioursExperience and Skills: 2+ years' retail management or supervisory experienceHigh energy, enthusiastic team leader with a proven dedication to customer serviceInterest in growing your career into a Store Manager roleA history of meeting and/or exceeding KPIsStrong leadership, interpersonal and customer service skills. Ability to motivate others.Strong attention to detail and organizational skillsExcellent visual merchandising abilitiesWorking knowledge of computersEffective verbal and written communication skillsPhysical demands: Ability to lift up to 25 lbsAbility to move and replace fixtures, shelves and hardware throughout the storeAbility to use ladders on a frequent basisCapacity to stand for long periodsAvailability RequirementsAvailability to meet the needs of the business that may include days, nights, weekends and holidays as scheduled.Eight hour shifts up to 40 hours per week: including evenings, weekends, holidays and occasional overnights. A minimum of two closing shifts a week and a weekend shift.NOTE: This job description is not intended to be all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description.Carter’s | OshKosh is an equal opportunity employer and encourages all interested and qualified candidates to apply. Should you require any type of accommodation, please do not hesitate to contact us. Carter’s | OshKosh est un employeur souscrivant au principe de l'égalité d'accès à l'emploi et encourage tous les candidats intéressés et qualifiés à postuler. Si vous avez besoin de certaines mesures d'adaptation, n'hésitez pas à communiquer avec nous.
Senior Administrative Professional, Domestic Tax
BDO Canada, Vancouver, BC
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityOur Vancouver office is looking for a Senior Administrative Professional to join the Tax team and own the following responsibilities:Provide support to a team of Partners and professionalsDeadline ManagementManage Client Deliverables including, but not limited to, T1 (personal federal and provincial taxes) forms and T2 forms (corporate federal and provincial taxes) from assembly to efileMaintain Partners' billing recordsPlan and organize internal and external appointments, conferences, and meetingsProvide leadership and training to Junior Administrative staffOversee CRM software How do we define success for your role? You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and CollaborationYou understand your clients’ industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains and attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional development Your experience and educationYou have at least 5 years of experience in an administrative position. Experience in a professional services environment is an assetYou have thorough knowledge of Microsoft Office, specifically Word, Excel and PowerPoint, as well as OutlookYou have excellent verbal and written communications skillsYou have a professional attitude at all times, focused on internal and external client serviceYou value teamwork, client service, and quality in detailed workPay Range: 43,000 - 71,000/annumWhy BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page. #LI-ADKeyword: Administrative Assistant
Senior Associate, Financial Reporting & Insights
BDO Canada, Windsor, ON
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityOur Windsor office is looking for a Senior Associate to join the Financial Reporting & Insights team and own the following responsibilities:Efficiently prepare year-end engagements and tax returns for your clients across various industriesPreparation of personal income tax returnsEffectively handle compilation / Notice to Reader engagements Build positive working relationships with clients and effectively respond to request and suggestionsEffectively communicate with team members regarding progress updates and issues on an ongoing basisHow do we define success for your role?You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and CollaborationYou understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains & attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional development.Your experience and educationYou have at least 3 years of experience in the public accounting industry You value teamwork, client service, and quality in detailed workYou display strong problem solving, analytical, and communication skillsYou have knowledge of accounting policiesWhy BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page. #LI-RS1
Senior Associate, Financial Reporting & Insights
BDO Canada, Rockland, ON
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityOur Rockland office is looking for a Senior Associate to join the Financial Insights & Reporting team and own the following responsibilities:Efficiently prepare year-end compilation engagements and tax returns for your clients in a variety of industriesBuild positive working relationships with clients and effectively respond to request and suggestionsParticipate in business development initiatives and identify new business opportunities with existing clientsEffectively communicate with team members regarding progress updates and issues on an ongoing basisEngage in training staff and invest in the professional development of your teamHow do we define success for your role?You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and CollaborationYou understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains & attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional development.Your experience and educationYou have completed a Cegep degree in administration or accounting or hold an undergraduate certificate or bachelor degree in accounting or finance.You are pursuing your CPA designation (a strong asset)Bilingual (French and English)You have 3 years of relevant experience in an accounting firm.You enjoy working within a variety of client industries and are keen to develop further knowledge in this area.Have a solid understanding of accounting software (ex. Caseware, TaxPrep)You value teamwork, client service, and quality in detailed work.You display strong problem solving, analytical, and communication skills.Why BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page.
Sr. Financial Partner
Canadian National Railway, Montreal, QC
At CN everyday brings new and exciting challenges. You can expect an interesting environment where you’re part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference. You will be able to thrive in our close-knit, safety-focused culture working together as ONE TEAM. The careers we offer are meaningful because the work we do matters. Join us!Job SummaryAs a Sr. Financial Planner overseeing many of CN’s digital/transformational projects and budgets, our role is to work with CN’s leadership and technical project teams as a trusted business advisor.Major Responsibilities:·        Assist with the preparation of Board and Program Steering Committee presentations·        Provide the Chief Information & Technology Officer & Assistant Vice-Presidents I&T, and I&T Directions, and their leadership teams with guidance and advice on their operational and capital expenditures, trends and metrics.·        Identify gaps and provide recommendations to strategically enhance financial performance and business opportunities, and provide a full range of financial solutions.·        Ensure dashboards (KPI’s) are dynamic, appropriate and that management actions results from analysis through translating management information into recommendations.·        Actively pursue opportunities to deliver cost savings and efficiency gains.·        Assist Taxation and consultants from Deloitte in establishing Transfer-Pricing Model for affected projects, and collecting relevant data.·        Assist consultants from KPMG in determining whether projects are eligible for R&D Tax Credits.·        Provide complete end-to-end financial support, from producing business cases collaboratively with the business and to producing the Approval For Expenditure (AFE) with all stakeholders.·        Create budgets and forecasts for capital projects/initiatives ensuring,·        Ensure that effective controls and good governance are in place and apply CN’s best practices (compliant with SOX and GAAP, AOB, PO, etc.)Skills / Functional Knowledge:·        Business acumen:·        Provide strategic business advice and demonstrate strategic thinking and analytical abilities.·        Ability to make decisions and comfortably present/explain the rationale.·        Strong leadership skills: Ability to influence, inspire others, collaborate (inter-relationships), and foster innovation. Highly driven and self-motivated.·        Project Experience: Experience in project environment with the ability to identify risk and propose mitigation avenues combined with excellent planning and change management skills.Education / Certification / Experience:·        CPA or Finance designation combined with Information Technology or relevant discipline.·        Experience with system/software development and project management.·        5 to 7 years in progressively responsible financial leadership or operational roles.This position is posted as a grade 7. For internal candidates, note that the grade level of the position may adjust based on the employee's experience.About CNAs a leading North American transportation and logistics company, CN is a true backbone of the economy. With a team of approximately 25,000 railroaders, our focus is on moving both our company and the economy forward. We transport US$200 billion worth of goods annually for a wide range of business sectors from resource to manufactured products to consumer goods, across a 20,000-mile network spanning Canada and mid-America. CN is the only Canadian company listed in the Transportation and Transportation Infrastructure sector of the Dow Jones Sustainability World Index (DJSI). Launched in 1999, the DJSI World represents the gold standard for corporate sustainability. At CN, we work as ONE TEAM, focused on safety, sustainability and our customers, providing operational and supply chain excellence to deliver results.
Administrative Assistant (Tax)
BDO Canada, Markham, ON
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityOur Brantford office is looking for an Administrative Assistant to join the Tax team and own the following responsibilities:Provide support to a team of Partners and professionalsType and format correspondence, reports, or other documents based on drafts, including correction of grammar, spelling and punctuationMaintain Partners' billing recordsPlan and organize internal and external appointments, conferences, and meetingsPerform administrative tasks related to the department's operations, such as research, coordination of special events, updating documents, and filingAt peak periods, help with the printing of T1 forms (personal federal and provincial taxes) and T2 forms (corporate federal and provincial taxes) and process their electronic filingHow do we define success for your role? You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and CollaborationYou understand your clients’ industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains and attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional developmentYour experience and educationYou have at least 3 years of experience in an administrative position. Experience in a professional services environment is an assetYou have thorough knowledge of Microsoft Office, specifically Word, Excel and PowerPoint, as well as OutlookYou have excellent verbal and written communications skillsYou have a professional attitude at all times, focused on internal and external client serviceYou value teamwork, client service, and quality in detailed workWhy BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2023. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Chief Inclusion and Diversity Officer, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role. Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page.
Senior Associate, Financial Reporting & Insights
BDO Canada, Mitchell, ON
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityOur Mitchell office is looking for a Senior Associate to join the Financial Insights & Reporting team and own the following responsibilities:Efficiently prepare year-end compilation engagements and tax returns for your clients in a variety of industriesBuild positive working relationships with clients and effectively respond to request and suggestionsParticipate in business development initiatives and identify new business opportunities with existing clientsEffectively communicate with team members regarding progress updates and issues on an ongoing basisEngage in training staff and invest in the professional development of your teamHow do we define success for your role?You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and CollaborationYou understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains & attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional development.Your experience and educationYou are pursuing your CPA designation (a strong asset)You have 3 years of relevant experience in an accounting firm.You enjoy working within a variety of client industries and are keen to develop further knowledge in this area.Have a solid understanding of accounting software (ex. Caseware, TaxPrep)You value teamwork, client service, and quality in detailed work.You display strong problem solving, analytical, and communication skills.Why BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page. #LI-RS1