Lead client engagements with a focus on adherence to timelines and budgets, ensuring deliverables meet the firm’s stringent quality benchmarks, thus enhancing client satisfaction.
Manage project files, encompassing the establishment of budgets, strategic planning of project activities, ongoing progress monitoring by team members, and thorough review of projects for accuracy and completeness.
Address complex accounting and tax queries with a proactive approach to problem-solving.
Guide and mentor your team, exemplifying best practices and directing staff on engagement priorities.
Serve as the primary point of contact for day-to-day client relationships.
Conduct detailed reviews of financial statements and corresponding tax returns for a select client portfolio.
Prepare and submit documents to the Canada Revenue Agency (CRA).