About the role
Work must be completed at the physical location. There is no option to work remotely.
Tasks
- Direct trust account investments
- Identify clients' financial goals and objectives
- Manage balance sheets and profit/loss statements
- Plan, set up and administer accounting systems
- Supervise staff
- Train staff
- Analyze clients' financial records
- Ensure accuracy and compliance to accounting standards, procedures and internal control
- Prepare financial information for individuals, departments or companies
- Develop financial plans for clients
- Prepare reports and audit findings
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Prepare financial statements and reports
- Recommend improvements to accounting systems and management practices
- Arrange for sale of financial products and investments
- Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
- Develop and maintain cost findings, reporting and internal control procedure
- Prepare income tax returns from accounting records
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Analyze financial documents and reports
- Examine accounting records
- Investigate possible unethical conduct or breeches of securities or commodity futures law
- Provide financial, business and tax advice
- Underwrite new issues of stocks and bonds
- Act as trustee in bankruptcy proceedings
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Assist in the planning and execution of financial statement audits
- Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
- Oversee payroll administration
Supervision
- 5-10 people
Requirements
Languages: English
Education: Bachelor's degree
Experience: 7 months to less than 1 year
Computer and technology knowledge
- MS Office
- MS Excel
- MS PowerPoint
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
- Large workload
Personal suitability
- Accurate
- Client focus
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Interpersonal awareness
- Judgement
- Organized
- Reliability
- Team player
- Ability to multitask
Who can apply
- Canadian citizens and permanent or temporary residents of Canada
- other candidates, with or without a valid Canadian work permit
Benefits
Other benefits
- Other benefits
About PlutoCrat Tax & Wealth Management
Employer listed on Job Bank, the Government of Canada's job board.
Etobicoke, ON
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