Cloud Bookkeeping Manager

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    "datePosted": "2022-12-06",
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    "description": "<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 18px; text-decoration: underline;\">Cloud Bookkeeping Manager</span></span></p>\n<p><br></p>\n<p><span></span><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Firm Description</span></span></p>\n<p><span style=\"color: #404040; font-size: 15px;\">SRJ Chartered Professional Accountants is ranked as one of the Greater Toronto Area’s top accounting, cloud bookkeeping, and tax accounting firms, servicing clients across the country and worldwide. We are registered with the Chartered Public Accountants of Ontario and are known for providing professional tax and accounting services. </span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Vision</span></span></p>\n<p>SRJ Chartered Professional Accountants offers a fresh new take on accounting. Specializing in cloud-based software, we help small-to-medium-sized businesses better manage their finances in a  collaborative and paperless way. We help our business owners by solving their problems and giving them honest advice. As a remote firm, our experts utilize innovative technologies to empower business owners with the tools they need to grow their businesses efficiently and effectively. With a strong belief in company culture, we continuously challenge ourselves to provide exemplary service to clients while maintaining a positive work/life balance.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Our Culture</span></span></p>\n<p><span style=\"color: #404040; font-size: 15px;\">We offer an employee-centric workplace that respects your time, contributions, and value to our team. Through flexible work arrangements, competitive salaries, a dynamic health care plan &amp; a succession planning program, we believe that the only way to grow strong is to grow as a team.</span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Job Summary</span></span></p>\n<p><span style=\"color: #202124; font-size: 15px;\">You will be part of a growing national team supporting weekly, monthly and quarterly engagements across a diverse group of industries and will deliver a variety of cloud-based assignments for clients across the country including</span></p>\n<ul>\n<li><span style=\"color: #202124; font-size: 15px;\"> Setting up clients in QBO and/or Xero, Payroll, and setup of apps with connection to the database.</span></li>\n<li><span style=\"color: #202124; font-size: 15px;\"> Catch up and/or clean up client databases (some clients inherit their existing QBO or Xero databases).</span></li>\n<li><span style=\"color: #202124; font-size: 15px;\"> Document the processes you have established for the ongoing bookkeeping for the team.</span></li>\n<li><span style=\"color: #202124; font-size: 15px;\"> Full cycle bookkeeping on various clients in a number of industries.</span></li>\n<li><span style=\"color: #202124; font-size: 15px;\"> Responsibilities include reconciliation of bank balances and credit card transactions, processing of sales and purchases invoices, overseeing payroll processing, and recording ad hoc adjusting entries on a regular basis utilizing cloud-based software and apps.</span></li>\n<li><span style=\"color: #202124; font-size: 15px;\"> Other functions such as GST/HST filings, and month-end / quarterly reviews will form part of your responsibilities.</span></li>\n<li><span style=\"color: #202124; font-size: 15px;\"> Ongoing communication with clients and their representatives throughout the year, utilizing various communication tools.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Roles and Responsibilities</span></span></p>\n<p><span style=\"color: #404040; font-size: 15px;\">The position requires you to report to the Senior Production Manager/Tax and Accounting Manager</span></p>\n<ul>\n<li><span style=\"color: #404040; font-size: 15px;\">Record day-to-day financial transactions and complete the posting process. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Verify that transactions are recorded in the correct supplier's ledger, customer ledger, and general ledger. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Bring the books to the trial balance stage. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Perform partial checks of the posting process. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Ensure data, maintain records, and create reports and financial statements.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Process accounts receivable/payable and handles payroll in a timely manner. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Deal with clients on a one-on-one basis and assist them with any questions relating to the accounting cycle. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Filing invoices and client files. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Strong time-management abilities and self-motivation. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Excellent written and verbal communication skills to handle multiple projects and meet deadlines. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Excellent client service skills, with the ability to understand the clients’ requests</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Your major role is to perform all the activities of a financial controller.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">You will work with your Manager, helping train you in technical knowledge, and reviewing your work.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Can perform all the tasks of an experienced Bookkeeper.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Ability to work autonomously.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Excellent communication skills and confidence.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Directed by and reportable to the Senior Production Manager.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Ability to manage and prioritize workload. </span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Willingness to learn and adapt to changes.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Knowledgeable and can apply accounting concepts. </span><span style=\"color: #404040; font-size: 15px;\"></span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Team Work</span></span><span></span><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\"></span></span></p>\n<ul>\n<li><span style=\"color: #404040; font-size: 15px;\">Ability to work both independently and within a team environment.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">From time to time you may be asked to review and check less qualified and experienced team members’ work.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">You will be required to work in a team and be willing and able to delegate work when asked to by your Manager.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Technical Requirements - Training To Be Provided</span></span></p>\n<ul>\n<li><span style=\"color: #404040; font-size: 15px;\">Perform bank reconciliation.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Can prepare sales invoices in the client's accounting system.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Enter supplier's tax invoices in the client's accounting system.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Process payments of A/P and collections of A/R.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Can resolve the recurring reconciling items showing in the reconciliation reports like Bank Reconciliation, Trade Payables/Receivables.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Can do payroll data entry processing and be able to reconcile with relevant records.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Understanding of the flow of accounting transactions up to the financial statements level.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Have a good understanding of the CRA portal and its use.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Can liaise with accountants (internal &amp; external).</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Can liaise directly with the Firm's clients when required.</span></li>\n<li><span style=\"color: #404040; font-size: 15px;\">Review the work of the Junior and Intermediate Bookkeepers.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\"> Qualifications and Experience  - Preferable But Not Compulsory</span></span></p>\n<ul>\n<li><span style=\"font-size: 15px;\">Experience as a Senior Bookkeeper, Manager, or equivalent.</span></li>\n<li><span style=\"font-size: 15px;\">Accounting/business diploma/certificate or equivalent work experience.</span></li>\n<li><span style=\"font-size: 15px;\">Ability to plan, prioritize and complete multiple projects in a fast-paced environment.</span></li>\n<li><span style=\"font-size: 15px;\">Excellent verbal and written communication skills.</span></li>\n<li><span style=\"font-size: 15px;\">Strong organizational skills and ability to multi-task competing priorities.</span></li>\n<li><span style=\"font-size: 15px;\">Demonstrated leadership skills - managing, coaching, and inspiring others.</span></li>\n<li><span style=\"font-size: 15px;\">Patient, caring, understanding, and there to support the different learning styles of the new and existing Bookkeepers. </span></li>\n<li><span style=\"font-size: 15px;\">Demonstrated ability to teach. </span></li>\n<li><span style=\"font-size: 15px;\">Ability to work both independently, and with little supervision, but willing to ask questions or obtain assistance when needed.</span></li>\n<li><span style=\"font-size: 15px;\">Expert knowledge of, or demonstrated ability to quickly become comfortable with various accounting programs, especially Xero and QuickBooks is required.</span></li>\n<li><span style=\"font-size: 15px;\">High degree of proficiency with Microsoft Office programs is required.</span></li>\n<li><span style=\"font-size: 15px;\">Proficient with Google Suite of applications.</span></li>\n<li><span style=\"font-size: 15px;\">You have a passion for excellent client services.</span></li>\n<li><span style=\"font-size: 15px;\">Excellent interpersonal skills and demonstrated ability to work effectively with others toward a common goal.</span></li>\n</ul>\n<p><span style=\"color: #404040; font-size: 15px;\"><br></span><span style=\"font-weight: bold;\"><span style=\"color: #0c343d; font-size: 15px;\">Software Skills/Experience</span></span><span></span></p>\n<ul>\n<li><span style=\"font-size: 15px;\">Learn new technology that can be used in increasing efficiency on files and providing a better overall user experience for our clients.</span></li>\n<li><span style=\"font-size: 15px;\">Xero (preferably Certified)</span></li>\n<li><span style=\"font-size: 15px;\">Quickbooks Desktop</span></li>\n<li><span style=\"font-size: 15px;\">Quickbooks Online</span></li>\n<li><span style=\"font-size: 15px;\">Quickbooks Payroll</span></li>\n<li><span style=\"font-size: 15px;\">Wave Accounting</span></li>\n<li><span style=\"font-size: 15px;\">Hubdoc &amp;/or Dext</span></li>\n<li><span style=\"font-size: 15px;\">Plooto</span></li>\n<li><span style=\"font-size: 15px;\">WagePoint</span></li>\n<li><span style=\"font-size: 15px;\">Payment Evolution</span></li>\n<li><span style=\"font-size: 15px;\">Microsoft (Word, Excel etc.)</span></li>\n<li><span style=\"font-size: 15px;\">Excellent Computer skills, word, excel</span></li>\n<li><span style=\"font-size: 15px;\">CRA Online Services</span></li>\n</ul>\n<p><br>SRJ Chartered Professional Accountants is committed to the principles of equality and diversity in the workplace. We aim to hire the best candidate for the position based on their qualifications and merit in terms of knowledge, skills and experience. SRJ Chartered Professional Accountants will not discriminate against job applicants on any of the grounds protected by human rights legislation during any phases of the recruitment, screening and hiring process. We welcome applications from persons with disabilities and will provide accommodations during all stages of the hiring process, upon request. <br></p>",
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