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Petrie Raymond - S.E.N.C.R.L.

Case Manager - CPA

  • Montréal
  • Permanent, Full time
  • $70,000 to $90,000 per year

File Manager – CPA

Are you a CPA looking to grow in a stimulating and collaborative environment? Join our dynamic team where you will have the opportunity to work with a diverse clientele, ranging from SMEs to non-profit organizations and public companies.

Your role

As a File Manager, you will be responsible for the complete management of certification, compilation and statutory tax mandates, from planning to review. You will also participate in special mandates and play a key role in supervising the team.

Your main responsibilities

  • Plan files in collaboration with the immediate manager.
  • Carry out certification and compilation mandates.
  • Prepare and occasionally review financial statements.
  • Review the work done by junior team members.
  • Effectively manage time and mandate priorities.
  • Prepare corporate and individual tax returns.
  • Coordinate field activities at clients’ premises.
  • Train, supervise and evaluate team members.
  • Assist clients with their accounting issues.
  • Represent the firm with professionalism and provide quality service.
  • Perform any other task related to the position.

Your profile

  • CPA title obtained.
  • Experience: Minimum of 2 years in certification in an accounting firm.
  • Technical skills: Good command of CaseWare, CaseView, Excel and Taxprep software.
  • Excellent command of French (oral and written).
  • Soft skills: Sense of organization, autonomy, rigor and professionalism.
  • Interpersonal skills: Ability to work in a team, adapt and communicate.
  • Sense of customer service : Commitment to quality support.

Why join us?

  • A collaborative and dynamic work environment.
  • A diverse clientele offering stimulating mandates.
  • Training and development opportunities.

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