Tax and Bookkeeping ReviewerManager

Work anywhere. Flexible hours. Family focused firm.

About SayCPA Professional Corporation

Our vision is to use technology to simplify bookkeeping, payroll, and taxes for busy business owners.

Our mission is to reduce the amount of time a business owner spends on the financial operations of the business by acting as a remote accounting department that finds an easy and accurate way to collect the information needed to keep financial information up to date and tax filing on time.

We work with service-based professionals (mostly 1-2 owner companies) from Newfoundland and Labrador to British Columbia, and communicate with them through online tasks lists, instructional videos, phone, text, and Zoom meetings.

We are a technology driven firm, there is opportunity to 1) learn and teach new software and 2) communicate virtually. You can do this from the office of the comfort of your home.

About the Role

As the firm’s Tax and Bookkeeping Reviewer/Manager, you are well organized and comfortable dealing with financial data. Technology is your friend, and you use it daily to help you complete your tasks and work with the team. You have a passion for responsiveness, and love finding new ways to help business owners record and manage the financial side of their business. You are excellent at recording data and have an ability to produce clear financial reports. You appreciate your time and are driven to complete tasks efficiently.

What Your Day Will Look Like

• Review and develop thought inducing queries to the corporate year end financial statement and tax return preparer
• Review and create informative tax and administrative memos to the personal tax return preparer
• Review and produce guidance notes to the T4/T4A/T5 information return preparer
• Review and inquire about taxability items with the GST return preparer
• Review and help ascertain best practices with the QuickBooks Online (QBO) Bookkeeping preparer
• Review and teach timeline requirements and employment intricacies to the Wagepoint and QBO Payroll preparer
• Provide effective responsive communication with clients on questions about tax matters and returns via email, text, phone, video response and zoom meetings utilizing “Bedside manner”
• Review and discuss updates to procedures and processes within SayCPA
• Provide leadership and guidance to the SayCPA team

What You Need to Succeed

• CPA designation with public accounting firm review or management experience
• Experience with CaseWare, Profile, QuickBooks Online, DEXT, Wagepoint and Microsoft Office
• Interest in future ownership will be given priority
• Confidence working remotely and independently. You will have the opportunity to work either from the office, from home, or a combination. Please note that the first 3 months of this position may require you work in office.
• Strong attention to detail and ability to self review
• Comfort communicating with individuals via phone, video, or zoom meeting, and the ability to present options to the client that gives them the opportunity to be satisfied
• Experience with communication software including Zoom, Calendly, and Adobe
• Familiarity with the value of client relationship management (CRM) systems, specifically Karbon

Why Join Us?

• Ability to work remote
• Flexible hours (agreed upon hiring)
• Vacation pay accrual starting at 6%
• Paid personal hours if your birthday falls on a workday
• $1,000 per calendar year health spending account (available after 3 months), OR health benefits available upon request
• $1,000 professional development reimbursement for business related development
• Access to firm computer equipment required to effectively fulfill the duties of your role

Our Values

• Crush deadlines
• Educate clients and ourselves on our software
• Explore simple solutions
• Provide quality information that is easy to understand and implement
• Appreciate work and personal time
• Engage in open communication
• Collaborate to achieve our goals

Our Recruitment Process

We are available to teach you everything you need to know about your role. If we miss something in your training, or assign you something you’ve never seen before, we will always be available to walk through how to complete your task.

We will try to make things as simple as possible. If you identify a more efficient way to complete a task, let us know! Together we can make processes easier.

We will give you the opportunity to meet and create relationships with our clients. These relationships can help make the communication and client support process easier.

We are a team. If you need additional training, a refresher, someone to sit in on a meeting with you, more work, less work, or to chat about anything, we are here to support you!

As a remote accounting firm, we are pleased to offer the opportunity to work in office or from home. The position is available in office (St. Albert, Alberta) or from home at your request. Please note that up to 3 months of training will be required in office before transitioning to a remote work schedule.

Criminal and credit checks will be required before hiring process is complete.

Please provide references with your application.