Careers

Position:   Client Coordinator, Private Client Services

Start Date: As soon as practical - February 2020

Term: Permanent Full Time - 37.5 hrs/wk

Remuneration: TBD

Job Description:

• Acting as a liaison and first point of contact with internal and external customers, vendors, and team members, interacting with them in a professional and timely manner:
  • Greeting visitors and deciding if they should be able to meet with executives;
  • Responding to information requests, preparing the necessary documentation and ensuring follow-up actions; and
  • meeting with people of interest and other important associates of the company on behalf of executives.

• Reviewing and filtering all incoming and outgoing mail, calls, emails, and faxes:
  • answering phones and routing calls to the correct person or taking messages with as much essential information as possible;
  • overseeing and monitoring all internal correspondence and reports;
  • coordinating messenger and courier service with preferred vendors;
  • continuously monitoring, responding to, and forwarding incoming emails; and
  • updating and maintaining existing contact lists.

• Drafting and approving written communications, reports, presentations, and spreadsheets:
  • Using various software, including word processing, spreadsheets, databases, and presentation software;
  • Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives;
  • Conducting research and generating reports by collecting data from various tools and/or consolidating it into reports.
  • Basic data entry for Personal and Corporate Tax filings

• Managing the executive’s professional and personal calendar and meeting requests, coordinating appointments and ensuring everything runs in a smooth, timely manner:
  • Ensuring tasks and projects are completed within deadlines;
  • preparing meeting agendas so as to maximize time efficiency;
  • Helping prepare for meetings with background and contact information;
  • Accurately record minutes and notes during meetings and writing summaries;
  • booking conference rooms and other meeting locations;
  • making sure any refreshments are provided;
  • securing venues and coordinating catering and other logistics when planning bigger events; and
  • handling travel and lodging arrangements.

• Filing and organizing paper and electronic documents, such as emails, reports, and other administrative records:
  • Filing and retrieving corporate records, documents, and reports;
  • Converting paper documents to digital using a scanner; and
  • assisting with data entry and database maintenance.

• Ordering missing supplies and maintaining inventory, replacing materials and equipment as needed or instructed.

• Understanding and keeping up-to-date with the business’ organization structure, policies, goals, and objectives.

• Managing Accounts Receivable, Payable, and reporting expenses:
  • Handling basic bookkeeping tasks;
  • Performing accounting-related tasks, such as bookkeeping and invoicing.

• Provide general administrative support as required.
  • Getting executive’s coffee for client meetings
  • General reception duties
  • Drafting templates for correspondence
  • Following up with clients

Requirements:

• Proven experience as an executive assistant or relevant administrative support experience.
• In-depth understanding of entire MS Office suite.
• High school diploma.
• Ability to organize a daily workload by priorities.
• Must be able to meet deadlines in a fast-paced quickly changing environment.
• A proactive approach to problem-solving with strong decision-making skills.
• Professional level verbal and written communications skills.

To apply please attach a cover letter and resume including your remuneration package expectations.

We are looking for a CPA with Public Practice experience with Review and Compilations that is motivated to build their own client list with the help of an established firm run by an in-depth tax specialist CPA as well as managed by an experienced assurance CPA.

7-Time “Best of Red Deer Accounting Service” is Now Hiring!

Do you have what it takes to be the Best of Red Deer again and again?

CGL Strategic Business & Tax Advisors (CGLtax.ca) is accepting resumes for a newly designated or experienced Chartered Professional Accountant (CPA).

In 2016, named in Alberta Venture Magazine as one of the 50 fastest growing companies in Alberta; this repeat Gold winner of the Red Deer Express Readers’ Choice Award for Best Accounting Service in 2013, 2014, 2015, 2016, and 2018 (sadly only Bronze in 2019 and 2017) is now accepting resumes to fill an anticipated newly created position to service our clients across Canada from our office in Red Deer.

Boring stuff… ... I mean…

Job Duties

• Conduct/oversee compilation, review, and tax engagements
• Prepare/review financial statements and corresponding notes
• Compute taxes owed and prepare/review personal and corporate tax returns and other tax compliance slips ensuring compliance with government standards
• Review year-end tax forms T4s and T5s
• Investigate and correct discrepancies/irregularities in financial entries, documents, and reports
• Respond to client questions and queries
• Raise identified technical issues with engagement signatory
• Prepare/review professional correspondence, technical reports, client summaries and presentations outlining findings, facts, and highlights resulting from the client engagement
• Collaborate with client engagement team prior to the commencement of client work to discuss roles and responsibilities, risk areas, materiality and deadlines
• Work with accounting software and provide support to clients
• Develop and maintain relationships with client management
• Develop a thorough understanding of CGL's services, businesses, and industry
• Contribute to the development of new ideas and approaches to improve work processes
• Raise awareness of CGL at community events
• Lead engagement teams while coaching and mentoring junior team members
• Attend professional development courses to further develop accounting, assurance, and tax knowledge

Are you still there? We’re almost through the boring stuff…

Experience Requirements

• Minimum two (2) years of relevant work experience in public accounting
• Solid understanding of business, accounting, management and practice development principles
• Experience working with accounting and tax software such as CaseWare, ProFile/TaxCycle, QuickBooks and Sage 50 (formerly Simply Accounting)
• Strong computer literacy including effective working skills of Microsoft Word, Excel, and Outlook

Personal Characteristics (on the serious side)

• Displays enthusiasm, optimism, drive, and passion while maintaining a high level of productivity
• Professional whose honesty, integrity, confidentiality and high ethical standards contribute to effective leadership and optimal business relationship
• Effectively expresses ideas and conveys information in business writing, conversations and interactions with others
• Understands the importance of quality client service by being courteous, responding to client requests in a timely manner and monitoring satisfaction
• Works collaboratively with team members in order to achieve a common goal and develops, maintains and strengthens relationships with others, both inside and outside the workplace
• Takes responsibility for one's own performance by setting clear goals and tracking progress against those goals; is highly organized and uses personal judgment and decision making
• Effectively manages multiple assignments, adapts to changing priorities and is able to work independently or as part of a team

The Real You? (on the not-so-serious side)

• Willing to become a face of CGL
• Maintain a high level of customer service that it takes to be the best of Red Deer
• Willing to be trained internally for future job growth
• Willing to shed old habits from prior workplaces
• Want to work in a small office environment and help grow the business
• Have an easy-going and laid-back sense of humour
• Can shake their head in disbelief at the employer’s bad puns and pretend to laugh so as not to hurt his ego
• Knows what it takes to work hard, take initiative, and be part of a successful team
• Willing to work overtime hours and some Saturdays when required during peak seasons
• Able to learn computer skills quickly
• Strong vokabulary and accreat spelling (without spellcheque) because clearly not every error gets noticed by the computer
• Focused on attention to detail and understands it is paramount to our success

To Apply

If this sounds like a fit for you, then get off your butt and send your resume/cv along with a cover letter that gives us more insight into your personality as well as your professional experience as to why you would be the person to help take CGL to the next level!

6-Time “Best of Red Deer Accounting Service” is Now Accepting Resumes!

Do you have what it takes to be the Best of Red Deer again and again?

CGL Strategic Business & Tax Advisors (CGLtax.ca) is accepting resumes for a variety of positions from seasonal to full-time for future staffing requirements.

In 2016, named in Alberta Venture Magazine as one of the 50 fastest growing companies in Alberta; this repeat Gold winner of the Red Deer Express Readers’ Choice Award for Best Accounting Service in 2013, 2014, 2015, 2016, and 2018 (sadly only Bronze in 2017) is now accepting resumes to fill an anticipated both immediate and future vacancies to service our clients across Canada from our office in Red Deer.

When applying please include the following information:

1) Position Applying for: 

• Chartered Professional Accountant (Designation required)
• Accounting Technician (Accounting Diploma and 2 years experience required)
• Seasonal Personal Tax Preparer (2+ years experience required)
• Senior Bookkeeper (Training and 5+ years experience required)

2) Remuneration Expectations (Hourly wage; vacation; & benefits, etc) must be on cover letter for your application to be considered

Details:

Job tasks will vary by position, but we work as a team, so many of us at one point or another will have to do the following tasks:

• Answering phones, taking messages, and screening calls (mostly telling off telemarketers)
• Booking and confirming appointments for clients and staff
• Collecting and processing Accounts Receivable
• Dealing with people… if you don’t like people… then don’t apply
• Using computers… shocking… we know
• Sorting, filing, archiving. and scanning
• Data entry including updating and maintaining our Client Relationship Management system database
• Maintaining a constant friendly tone with customers
• Working in a blue-collar office environment.

Key Accountabilities and Responsibilities

• Preparation of financial statements and tax returns in accordance with our standards for clients in a variety of businesses
• Effective communication with our clients, staff, and the CRA
• Providing advice and training to other staff members
• Build relationships with clients
• Networking to help grow the practice
• Recruitment of clients

Education and Professional Skills/Knowledge

• See Position descriptions above
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Results oriented
• Proficiency with MS Office - Word, Excel, Outlook
• Previous experience with an accounting or tax program such as Caseware or Intuit Profile is an asset
• Ability to prioritize and manage multiple tasks and deadlines

The ideal candidate is:

• Driven to succeed
• Willing to become the face of CGL
• Wanting to network to attract more clients to the firm and build a book of business
• Maintain a high level of customer service that it takes to be the best of Red Deer
• Willing to be trained internally for future job growth
• Willing to shed old habits from prior workplaces
• Wanting to start on the ground floor of a growing firm to grow and move up within the firm
• Have an easy-going and laid-back sense of humour (if you take offense easily, don’t apply)
• Has the ability to shake their head in disbelief at the employer’s bad puns and pretend to laugh so as not to hurt his ego
• Knows what it takes to work hard, take initiative, and be part of a successful team
• Willing to work overtime hours and some Saturdays when required in March and April
• Able to learn computer skills quickly
• Focused on attention to detail and understands it is paramount to our success

If this sounds like a fit for you, then get off your butt and send your resume with references along with a cover letter stating what position and terms you are applying for. Preference will be given to those that think the boss is good looking… but since no one would apply on that criteria we will settle for you telling us why we should interview you; and if you were a tree, what kind of tree would you be and why.