Education: Bachelor's degree. Tax law/taxation (LLM, LLD, JSD/SJD). Financial planning and services. Taxation. or equivalent experience. Work setting: Auditing firm or department. Accounting firm. Financial services industry. Private sector. Tasks: Identify clients' financial goals and objectives. Manage balance sheets and profit/loss statements. 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. Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements. 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. Provide financial, business and tax advice. 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. Prepare tax returns. Certificates, licences, memberships, and courses : Chartered Professional Accountant (CPA). Computer and technology knowledge: Accounting software. Quick Books. Caseware/Caseview. MS Office. MS Excel. MS Windows. MS Outlook. Area of specialization: Financial planning. Financial investigation. Accounting. Work conditions and physical capabilities: Tight deadlines. Attention to detail. Personal suitability: Accurate. Client focus. Dependability. Efficient interpersonal skills. Organized. Reliability. Team player. Proactive. Screening questions: Do you have experience working in this field?. Employment terms options: Flexible hours. Experience: Experience an asset. Employment terms options: Day. Health benefits: Dental plan. Disability benefits. Health care plan. Vision care benefits. Financial benefits: Bonus. Long term benefits: Long-term care insurance. Other benefits: Free parking available. On-site recreation and activities. Parking available. Variable or compressed work week. Wellness program.