Overview
This is a remote-based opportunity from anywhere in Canada.
The Cloud Accountant is a key contributor to the delivery of client services, with direct impact on the client and team member experience. You will be the primary client contact for a portfolio of clients, supported by a Bookkeeping Specialist, Payroll Specialist, and Tax Specialist, and you will surface issues, risks, and improvement opportunities to help shape how cloud finance services are delivered.
Responsibilities
- Deliver timely and accurate bookkeeping, accounts payable, month-end/quarter-end close, sales tax filing preparation, and management reporting for a portfolio of Canadian clients using cloud-based software.
- Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams.
- Respond to all client queries within 1 business day.
- Prepare year-end financial statements and supporting working papers, including proposed adjusting entries.
- For a subset of clients on the CFO Plan, provide additional support for annual budget development, forecasts, external audit support, debt/equity raises, and other ad-hoc financial advisory services.
- Proactively surface and resolve risks and issues related to timeliness and quality of service for assigned clients.
- Enhance sustainability and effectiveness of key processes by recording training videos and creating step-by-step procedures.
- Participate in improvement initiatives by identifying process and experience pain points, analyzing root causes, and implementing sustainable changes.
- (First 90 days) While not responsible for initial onboarding, you will be copied on all client communication and expected to monitor for quality and risk, including ad-hoc advisory needs.
- Review year-end trial balances, working papers, and financial statements with hand-off to the tax team.
- Work closely with the Payroll Lead to resolve payroll-related issues raised by clients.
- Collaborate with the Technology & Operations Specialist to improve internal client service processes, including supporting the business QA program (without performing the actual monthly/quarterly bookkeeping reviews) and ensuring standardized, high-quality practices.
- Utilize AI to improve the quality and efficiency of client service delivery, while focusing on responsibilities that are not owned by bookkeeping or tax teams.
Requirements
- 3+ years of full-cycle cloud bookkeeping or accounting using QuickBooks Online or Xero for a portfolio of 10+ clients simultaneously.
- Experience completing bank reconciliations, clearing accounts, and completing sales tax filings, payables, and invoicing.
- Strong attention to detail and ability to meet due dates for high-quality deliverables.
- Excellent written and verbal communication skills.
- Prioritizes honesty, integrity, and confidentiality to build high-trust relationships with colleagues and clients.
- Self-starter who works well autonomously and thrives in a fast-paced environment.
- Knowledge of Microsoft Office (Outlook, Excel, and Teams in particular) and a passion for technology.
- Demonstrated adaptability to test and quickly learn new concepts and tools.
- Team members are asked to participate in at least one team meeting each week.
Preferred Qualifications
- Chartered Professional Accountant (CPA) or Certified Professional Bookkeeper (CPB) preferred.
Compensation & Benefits
- Salary: $80,000 - $90,000 CAD (including bonus).
- Comprehensive cost-shared benefits package including critical illness coverage.
- Cell phone allowance.
- New laptop.
- $500 contribution towards your home office set-up.
Location
Remote-based opportunity from anywhere in Canada.
Additional Notes
- This role supports flexible work from anywhere and results delivered over hours worked.
- Flexible hours.
- Half-days on Fridays in August.