tax auditor Verified This job was posted directly by the employer on Job Bank.

Work setting

• Investment firm
• Real estate company
• Private company, corporation or industry

Responsibilities

Tasks

• Direct trust account investments
• Identify clients' financial goals and objectives
• Plan, set up and administer accounting systems
• Analyze clients' financial records
• 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
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• 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
• Oversee payroll administration

Experience and specialization

Computer and technology knowledge

• MS Office
• Data analysis software

Area of specialization

• Financial planning
• Accounting

Additional information

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload
• Large workload