Job Description & How to Apply Below
In this permanent full-time role, you will manage client communication, financial reporting, and bookkeeping processes, emphasizing quality and oversight within your team of 8–12 professionals. Your ability to improve documentation and manage successful client onboarding is crucial. This position presents a pathway to become a Fractional Controller or CFO with demonstrated success.
Key Responsibilities:
• Ensure accurate monthly bookkeeping, sales tax filings, and year-end prep
• Lead quality oversight for client deliverables and reports
• Oversee onboarding for new clients, ensuring tech stack setup
• Manage banking access and communication flow effectively
• Conduct client meetings while recording and sharing updates
Requirements:
• CRA Rep Account and independent review capabilities
• 2+ years in public practice, preferably with a Fractional CFO
• Canadian residency for 1+ year required
• 2+ years of QBO/XERO experience
• Team management skills with FT3+ members
Utilize your expertise in financial management and client relations to elevate operational outcomes as an Assistant Controller.
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