Tasks

Identify clients' financial goals and objectives
Manage balance sheets and profit/loss statements
Plan, set up and administer accounting systems
Supervise staff
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
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

Computer and technology knowledge