Senior Accountant - Tax & Advisory

Job summary

Manage full-cycle bookkeeping and review complex client files for accuracy and compliance, while supporting tax preparation, financial reporting, and client budgeting and forecasting. Lead bookkeeping cleanup and system-conversion projects, advise clients on accounting technology, mentor junior staff, and use approved AI tools to improve workflows and review work.

Job details

About Us: At YBL Accounting, we are a team of innovative problem solvers committed to delivering an exceptional client experience. The business owners we work with have big goals, and we understand that achieving these goals depends on having a well-oiled machine. We provide our clients with the tools, resources, and expertise needed to fulfill their potential, ensuring no money is left on the table in the process. We aim to build genuine connections and lead with compassion, consistently exceeding the expectations of entrepreneurs who are in need of support. Our firm is known for its collaborative and innovative culture, where we leverage technology to provide outstanding service. We specialize in serving diverse industries, including real estate, healthcare, consulting, and high-level trades. Our team is composed of dedicated professionals who are passionate about growth, both personally and professionally. We believe in the power of teamwork and strive to create an environment where everyone can thrive. At YBL Accounting, we prioritize collaboration, honesty, adaptability, and the principles of the Entrepreneurial Operating System (EOS) to drive continuous improvement and alignment within our team. For more information, visit www.ybl.ca. Position Overview: We are seeking a motivated and detail-oriented Staff Accountant to join our team. This role is a unique opportunity to work across both bookkeeping and accounting functions, supporting more complex client files while also contributing to tax preparation, project-based assignments, and advisory services. The ideal candidate will have a strong foundation in bookkeeping, a solid understanding of accounting principles, and a desire to grow within a collaborative and fast-paced environment. Key Responsibilities: Client Financial Management:Oversee and manage financial records, completing full-cycle bookkeeping with the help of junior staff for a select group of complex and valued clients using diverse accounting software. File Reviews and Compliance:Conduct thorough file reviews for complex clients, ensuring adherence to accounting standards and regulatory compliance. Provide feedback and guidance to junior staff to maintain high-quality bookkeeping standards. Strategic Financial Guidance:Provide strategic financial insights and guidance to clients, supporting business decisions and identifying growth opportunities through meticulous financial data analysis. Assist clients with budgeting, forecasting, and key performance indicators (KPIs) to drive business performance. Tax Preparation Support:Assist in the preparation of tax returns by gathering, organizing, and reviewing financial data. Work closely with the tax team to ensure timely and accurate filings. Project-Based Assignments:Lead and participate in project-based work, including cleanup and catchup bookkeeping, accounting file conversions, and app advisory and implementation for clients. Provide expert guidance on accounting system conversions and help clients transition smoothly to new platforms. Advise clients on the implementation and integration of accounting apps, ensuring they are leveraging the best technology for their business needs. Technical Expertise and Advisory:Serve as the go-to expert for technical bookkeeping issues or bookkeeping advisory needs, offering solutions and guidance to both clients and internal team members. Integrate operational apps with clients’ accounting systems and provide advisory services related to these apps. Experience working with ERP systems would be an asset. Offer advisory services on accounting software and apps, ensuring clients leverage technology to enhance their financial operations. Team Leadership and Mentorship:Mentor bookkeepers, offering support and guidance to maintain the accuracy and completeness of financial records for all clients. Participate in regular EOS-driven team meetings, feedback loops, and contribute to assigned "rocks" (quarterly goals). Collaboration and Reporting:Collaborate with other departments and external stakeholders to ensure timely and accurate financial reporting for clients. Participate in client review meetings to discuss budgets, forecasts, and financial performance. Technology, AI & Continuous Improvement AI is part of how every role at YBL works. We use Claude every day alongside the AI built into our platforms, connected to the systems we run on, including Notion, Karbon, Compass, Microsoft 365, and YBL Relay for our own custom apps. Using AI well is a rated competency in reviews and a factor in compensation. Across every role at YBL: Use Claude, its skills, and connectors to work directly with client and firm data in the systems where it lives. Use the AI built into the platforms you work in, such as Kai in Karbon. Review every output before it reaches a client or teammate, and have Claude ask rather than guess. Handle client information carefully, using only approved tools and connectors. Ask "should this be a skill?" about repetitive work, and share what works with the team. At the Staff level, you will: Use Claude skills and platform AI for everyday tasks within your team's workflows. Run AI-assisted self-reviews before handing work up for review. Ask when you are unsure, rather than relying on an output you cannot verify. How this is measured: You consistently meet the Claude and Kai usage targets on your department's EOS scorecard. Are You the Right Fit for YBL? At YBL Accounting, our values guide everything we do: Collaboration: We believe in the power of teamwork and working together to achieve our goals. Collaboration is the driving force that propels our approach, allows us to push boundaries, and drives continuous evolution in our clients' businesses. Honesty: We maintain the highest standards of transparency and continuously encourage feedback from our clients and staff. It's what fuels our integrity, builds our credibility, and strengthens our bond as a strategic partner to our clients. Adaptability: We embrace change and strive to find new ways to solve problems and improve processes through exploring innovative solutions. By combining our expertise with a culture of continuous improvement, we work closely with clients to understand their evolving needs and industry dynamics. If these values resonate with you and you are excited about contributing to our growing team, we encourage you to apply. Why Join Us? Work Where You Want Policy: In-office (Oshawa, ON), Hybrid, or fully Remote. Flexible Work Hours: Provides the ability to balance personal commitments with professional growth. Culture of Teamwork and Compassion: Be part of a culture that believes in teamwork, collaboration, continuous improvement, and leading with compassion. Competitive Time Off Program. RRSP Matching Program. Health Spending Account. Educational Assistance Program. Growth Opportunities: Make a significant impact on the growth and success of our firm and our clients - as we grow, you grow!

What you’ll do

Manage full-cycle bookkeeping and review complex client files for accuracy and compliance, while supporting tax preparation, financial reporting, and client budgeting and forecasting. Lead bookkeeping cleanup and system-conversion projects, advise clients on accounting technology, mentor junior staff, and use approved AI tools to improve workflows and review work.

Requirements

The posting seeks a motivated, detail-oriented accountant with a strong bookkeeping foundation, sound understanding of accounting principles, and interest in tax, advisory, and project-based work. Candidates should be able to support complex client files, guide junior staff, work collaboratively in a fast-paced environment, and use AI tools responsibly; ERP experience is an asset.

Benefits

• Flexible Work Hours
• Competitive Time Off
• RRSP Matching
• Health Spending Account
• Educational Assistance

Listed skills

• Financial analysis · Preferred
• ERP systems · Preferred
• Financial Reporting · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Full-Cycle Bookkeeping
• Accounting Principles
• Financial Record Management
• File Review and Compliance
• Tax Preparation
• Budgeting and Forecasting
• Financial Analysis
• KPI Analysis
• Accounting System Conversions
• Accounting App Implementation
• ERP Systems
• Client Advisory
• Team Mentoring
• Financial Reporting
• AI-Assisted Workflows
• Process Improvement

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting
• Technology