As a Senior Accountant, your responsibilities will encompass the following:
- Take the lead in managing compilation engagements and the planning and preparation of tax matters for a diverse clientele, serving as their primary point of contact.
- Collaborate closely with senior team members and partners in all aspects of tax and financial reporting initiatives, contributing to the creation and execution of long-term planning strategies for various clients.
- Facilitate the onboarding of new clients, with a focus on enhancing internal operational efficiencies and delivering added value to clients through tailored reporting and the formulation of enduring tax strategies.
- Ensure the punctual meeting of client deadlines for accounting and tax filings.
- Stay well-informed about current developments in taxation and effectively apply this knowledge to client scenarios.
- Proactively resolve tax-related concerns by engaging clients and team members directly, conducting in-depth tax issue research, and documenting these findings in tax memoranda or client communications.
- Identify and comprehensively document tax filing positions, including rigorous risk analysis.
- Seek out opportunities to streamline accounting and tax processes within our team, thereby enhancing overall efficiency and capacity.
- Effectively communicate and liaise with tax authorities and clients on matters pertaining to tax audits, appeals, and tax positions.
- Collaborate with our Tax and Assurance Manager and Partner to provide training for fellow team members, perform quality control assessments, and offer constructive feedback on their work.
- Act as a resource for team members, actively contributing to the expansion of their tax and accounting knowledge and proficiency.
In this strategic role, you will collaborate directly with our Tax and Assurance Manager to gain a deep understanding of our clients’ accounting and reporting challenges. You will focus on devising streamlined, cloud-based solutions to address these challenges. The Tax and Assurance Manager oversees project management, and your role will involve supporting them in managing client expectations.
You will serve as a valuable technical resource, not only for our clients but also for your colleagues within the ATMOS team. Reviewing work completed by other team members will also be a part of your responsibilities. While you will engage in hands-on file work, this aspect of the role will be secondary to your primary functions as a technical expert, client experience manager, and quality assurance reviewer.
This position offers a highly engaging and interactive work environment, allowing you to be at the forefront of delivering top-notch accounting and tax services. You will have the full backing of ATMOS resources to ensure the timely and accurate delivery of these services. Given the diversity of our clients, extensive experience in accounting and tax is a prerequisite, as you will take the lead in enhancing the client experience. Additionally, the Senior Accountant will support the corporate compliance group by assisting with a-la-carte tax preparation and compilation engagement file preparation when needed, all accomplished through efficient resource allocation.
ATMOS Financial Services Inc. operates as a fully cloud-based organization, primarily relying on cloud-based accounting platforms. For applications that are not cloud-based, we utilize a proprietary VPN solution for secure access. Proficiency in CaseWare (with JazzIt templates), TaxPrep Suite, QBO, Dext, Plooto, and Wagepoint is considered a valuable asset. If you’re not already certified in these applications, we anticipate that you will pursue QBO certification and potentially other relevant programs upon joining our team.
About ATMOS Financial Services Inc.
ATMOS Financial Services Inc. (“ATMOS”) is a dynamic, rapidly expanding, and well-established firm specializing in business success and professional services. We are dedicated to welcoming self-driven, highly motivated individuals who share our Vision and Mission. ATMOS Financial Services Inc. offers a unique blend of technology and professional services that sets us apart in Canada. We provide flexible and remote work opportunities, a wide scope for professional development, and top-tier benefits.
Our Vision
ATMOS is a pioneering technology-driven financial services firm committed to delivering exceptional services with unwavering honesty, integrity, and professionalism. Our mission is to support entrepreneurs and business leaders in realizing their aspirations, secure in the knowledge that their financial and compliance needs are expertly handled. We firmly believe that business owners should have the support they need to focus on the future and increase the value of their enterprises. We believe precise and timely financial insights and guidance are pivotal for business owners to unlock their full potential. We place our trust in the power of connected technology to efficiently and accurately capture and process data, minimizing the need for manual data entry. We are dedicated to aligning our success with our clients, which is why we charge based on value, not time. We embrace challenges as opportunities and choose to work with companies that share our vision, giving them our full attention. We are convinced that our collective strength surpasses that of any of us, and together, we will elevate the success rate for private companies.
Our Mission
We provide exceptional financial and professional services characterized by honesty, integrity, and professionalism. Our humility encourages clients to candidly discuss their challenges and opportunities, enabling us to exceed their expectations when addressing their accounting and tax needs. We engage in thoughtful collaboration with our clients to understand their goals and objectives, as well as their concerns and obstacles. We actively seek strategic alliances for our clients to drive growth and opportunity. We equip business owners with the tools, information, and guidance required to prosper, increase revenues, manage costs, make well-informed decisions, and focus on what truly matters – the comprehensive well-being of themselves and their families.
Our Core Values
- Humility: We embrace feedback and constructive criticism, maintaining an open and vulnerable approach that fosters open dialogue with our clients, suppliers, and among ourselves. We demonstrate respect for others and appreciate their contributions.
- Accountability: We take ownership of our words, actions, and attitudes, whether they result in positive or negative outcomes. We are honest, open, and transparent, consistently following through on our commitments. When we fall short, we admit our mistakes and diligently work to make things right.
- Positivity: We cultivate a can-do attitude, radiating infectious enthusiasm and energy that inspires others. We view obstacles as opportunities and maintain a positive outlook, seeing challenges as avenues for growth and learning.
- Curiosity: We ask questions, challenge assumptions, and actively seek new perspectives. We remain committed to continuous learning and believe that better approaches are always waiting to be discovered.
- Commitment: We wholeheartedly dedicate ourselves to the success of our clients, colleagues, and our own personal and professional growth. We persevere through challenges, refusing to give up when faced with adversity.
Ethos and Skills of a Senior Accountant
- Possesses a CPA designation or boasts a wide-ranging background in public practice, specializing in delivering tax and accounting solutions to business owners. It’s worth noting that not having a CPA designation won’t disqualify candidates; we’re seeking skills and experience that are roughly equivalent.
- Brings four to six years of pertinent experience in public accounting. Exceptional candidates with less experience may also be considered.
- While not an absolute requirement, a strong preference will be accorded to candidates with extensive knowledge of US tax laws and reporting mandates.
- Demonstrates a solid grasp of accounting principles, financial reporting, and tax laws. Profound accounting and tax expertise is essential.
- Exhibits exceptional communication skills, both in written and verbal forms. The ability to simplify intricate concepts and scenarios and convey them to clients in clear, jargon-free language is imperative.
- Displays a keen aptitude for learning, retention, and logical thinking. Our senior accountant must be well-versed in complex tax regulations, possess a deep understanding of reporting standards, and exhibit exceptional skills in analyzing and interpreting financial statements and other data.
- Possesses the ability to identify, develop, and implement strategies for clients to capitalize on business and tax opportunities. This includes preparing and reviewing tax reorganizations and scrutinizing corporate, personal, trust, and estate tax returns.
- Demonstrates an understanding of clients’ industries, challenges, and prospects. Clients recognize you for your positive demeanour, professionalism, focus on long-term goals, and the delivery of high-quality work.
- Boasts exceptional organizational skills and a strong focus on delivering tax and assurance services promptly and accurately.
- Excels in time management and organization, efficiently juggling multiple projects with overlapping deadlines in a fast-paced environment.
- Collaborates effectively as a team player, comprehending our clients’ needs and coordinating with the appropriate ATMOS team members to produce results.
- Initiates action as a self-starter, rapidly acclimating to our existing systems and using your autonomy to enhance systems to improve our client delivery model.
- Is at ease with cloud computing, ready to work in a wholly Software-as-a-Service (SaaS) environment.
- Maintains a keen focus on long-term planning and strategic outcomes. Capable of projecting future trends and communicating pertinent tax planning strategies to clients.
- Boasts strong problem-solving skills, including the ability to see the broader picture.
- Above all else, and in conjunction with the qualities mentioned above, you must effectively embody ATMOS’s full suite of core values and mission statement.
Additional Information
- ATMOS has established process maps for all internal functions and utilizes a comprehensive workflow management suite for task tracking and scheduling.
- Comprehensive on-the-job training is provided to familiarize you with our systems and job requirements.
- ATMOS is a growing company with well-established systems and processes. You will build upon our existing foundation, aiming for accuracy and timeliness while contributing to refining existing systems and policies and designing new ones to enhance the client experience.
- Quality Control: Collaborate with the Tax and Assurance Manager to train team members and provide quality control and feedback on their work. Your role includes overseeing team members’ work, identifying areas for improvement, and offering feedback and training to enhance the quality and efficiency of our deliverables.
- Sales: While not mandatory, you are encouraged to participate in sales and marketing efforts. ATMOS offers a commission to team members who secure new business for the company.
- Accountability: As a participatory company, all ATMOS team members are accountable to one another and our clients. Regular weekly progress reports are expected during team check-ins, and participation in cross-functional teams, such as Process Design, Compliance, Bookkeeping, Payroll, and Administration, is encouraged based on your interests and competencies.
- Performance Metrics: Each team member is encouraged to set their own performance metrics based on their abilities and contributions. Examples of performance metrics include accuracy in accounting and tax returns, timeliness of deliverables, knowledge demonstrated through effective client communication, efficiency in managing projects, client satisfaction through surveys and referrals, and issue identification by introducing new services or solutions.
Compensation
Compensation, including salary, wages, benefits, and bonuses, will be determined based on your experience and alignment with our organization. We take pride in compensating all our team members at levels that are among the top 10% in their respective areas of expertise.
Schedule: Monday to Friday, with flexible hours. However, we require availability between 10AM and 2PM (Eastern Time)
