Fincentify

Accountant & US Tax Manager

Downtown Oakville, ON, Canada

Sponsorship not specifiedDetected 22 days ago

CRMAccountingForecastingBudgetingExcelQuickBooksTaxCommunicationTime ManagementOrganizational SkillsGAAPVariance Analysis

About the role

This role works exclusively with U.S. based clients, serving clients under U.S. GAAP and the U.S. federal and state tax framework.
Reporting to the firm's owner, this position plays a central role in ensuring efficient internal operations, exceptional client service, and accurate financial reporting.

Manage full-cycle bookkeeping and account reconciliations for monthly, quarterly, and semiannual clients across a wide range of industries.
Perform monthly bank and credit card reconciliations, ensuring financial records are accurate and up to date.
Provide support during external audits, including compiling documentation, reconciling accounts, and resolving auditor questions.
Review client general ledger data to identify irregularities and implement corrective adjustments for clean financials.
Maintain organized digital records of all client financials, reports, and internal communications to ensure audit readiness and operational transparency.
Collaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clients
Maintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimization
Deliver clear analysis of business performance, unit economics, margins, and portfolio trends across operations
Lead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-making
Address client questions regarding tax documents, financial reports, account reconciliations, and

Associate's or Bachelor's degree in Accounting or a related field (or equivalent experience)
3+ years of experience in public accounting, bookkeeping, and/or tax preparation
Strong proficiency in QuickBooks Online, Microsoft Excel, Word, and client management software
Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings.

QuickBooks Online ProAdvisor Certification
Experience with Intuit ProConnect and Zoho Books
Tax preparation experience, including business and/or individual returns (1120, 1120S, 1065) and multi-state filings
Experience with multi-entity reporting and nonprofit or small business financials
US CPA is a plus, but not required
A positive, client-focused attitude with strong written and verbal communication skills
This position serves U.S. clients exclusively - U.S. tax experience and U.S. GAAP experience are strongly preferred

The Company is a client-focused CPA firm serving individuals, businesses, and nonprofit organizations across a wide range of industries.
We are currently seeking a well-rounded, detail-oriented, and proactive professional to step into a hybrid role encompassing accounting, tax preparation & review, and client communication management for US based clients.

This listing is sourced directly from Fincentify's careers page and normalized into a canonical job model.