Accountant

OPTIMIZE CPA

Job title: Accountant
Reports to: Director, Optimize Accounting Solutions

Schedule: Monday to Friday, 8:30 AM – 5 PM MST (Mountain Standard Time)

Responsibilities

• Prepare accurate and timely working papers for audit and review engagements;


• Prepare financial statements in compliance with the appropriate reporting framework;


• Prepare and complete working papers, financial statements, compilation engagements and tax returns according to Canadian and regulatory standards for clients in a variety of business;


• Produce error-free accounting reports and present their results;


• Responsible for the completion of tax engagements by computing taxes owed, preparing trust, personal, and corporate tax returns (and other compliance slips), preparing year-end tax forms (T4s/T5s), recommending tax strategies for clients;


• Assist with tax audits and tax returns;


• Prepare projections, forecasts, business plans, and other projects as required;


• Review and recommend modifications to accounting systems and procedures;


• Contribute to the development of new ideas and approaches to improve work processes;


• Completion of additional ad-hoc duties or assignments as required.
  
  

Qualifications

• A CPA (Certified Public Accountant)


• 1–3 years of experience in public accounting or tax preparation


• Familiarity with Canadian tax laws and CRA regulations


• Experience with accounting software (e.g., QuickBooks, CaseWare, TaxCycle)


• Strong analytical and problem-solving abilities


• Excellent attention to detail and accuracy


• Good communication and interpersonal skills


• Ability to manage multiple deadlines and work independently

About OPTIMIZE CPA
Optimize CPA is a professional accounting firm based in Okotoks, Alberta, Canada, dedicated to providing personalized and strategic financial services to individuals and businesses. With a focus on tax planning, accounting, and financial consulting, the firm helps clients navigate complex financial landscapes with confidence.