Account lead & Tax professional Posting

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The Advisory Bookkeeping Co. is a professional financial services firm dedicated to helping businesses achieve their financial goals through expert bookkeeping, tax preparation, and advisory services. We partner with our clients to provide comprehensive financial support that empowers informed decision-making and sustainable business growth.

To be the go-to financial partner that brings peace of mind to businesses across British Columbia - and beyond - where expert guidance meets clarity, strategic partnership, and unwavering support.

We exist to remove the stress of financial management for business owners. Through meticulous bookkeeping, strategic insights, and proactive advisory services, we deliver accuracy, compliance, and clarity—empowering our clients to make informed decisions with confidence.

We are seeking an experienced and detail-oriented Bookkeeping Account Lead & Tax Professional to join our team to cover a 13 month (0.75 FTE) maternity leave of one of our core staff members. This role combines client relationship management, comprehensive bookkeeping oversight, and tax preparation expertise. The ideal candidate will serve as a trusted advisor to clients, managing their financial records with precision while providing strategic guidance and tax solutions. 

• Oversee and manage a portfolio of client accounts
• Oversee full-cycle bookkeeping including accounts payable/receivable, bank reconciliations, and financial statement preparation
• Maintain accurate and organized financial records using cloud-based accounting software (QuickBooks Online, Xero, or similar platforms) and desktop software (Sage)
• Review transactions with attention to detail and proper GAAP compliance
• Prepare monthly, quarterly, and annual financial reports for clients
• Monitor client accounts proactively to identify discrepancies, opportunities for improvement, or potential issues

• Prepare and file business tax returns (T2125, T5013) and individual tax returns (T1)
• Ensure timely and accurate tax compliance for all assigned clients
• Stay current with federal, provincial, and local tax regulations and requirements
• Provide tax planning guidance and strategic advice to minimize tax liability
• Respond to CRA and Provincial tax notices on behalf of clients
• Calculate and manage estimated quarterly tax payments

• Provide strategic financial advisory services to help clients understand their financial position
• Translate complex financial data into clear, actionable insights for business owners
• Conduct regular client meetings to review financial performance and address concerns
• Identify opportunities for process improvements and cost savings
• Educate clients on financial best practices and help them make informed business decisions
• Build and maintain strong, long-term client relationships based on trust and expertise

• Work collaboratively with team members to ensure seamless client service delivery
• Mentor junior team members and provide guidance on technical matters
• Contribute to the development and refinement of internal processes and procedures
• Participate in team meetings and professional development activities

• Experience: Minimum 5 years of professional bookkeeping and tax experience
• Education: Bachelor's degree in Accounting, Finance, or related field (or equivalent practical experience)
• Certifications: One or more of the following strongly preferred:
  • Certified Public Accountant (CPA)
  • Certified Professional Bookkeeper (CPB) or similar professional certification
• Technical Skills:
  • Advanced proficiency in QuickBooks Online and Sage50 
  • Strong knowledge of GAAP principles and accounting best practices
  • Expertise in individual and business tax preparation (experience with tax software required)
  • Proficient in Microsoft Excel and Google Workspace
• Tax Knowledge: Comprehensive understanding of federal and provincial tax regulations for individuals and businesses
• Communication: Excellent written and verbal communication skills with ability to explain financial concepts clearly
• Organizational Skills: Strong attention to detail with exceptional organizational and time management abilities

• Experience working with small to medium-sized businesses across various industries, including Not-for-Profit & Charitable organizations
• Familiarity with industry-specific accounting requirements
• Knowledge of payroll processing and sales tax compliance
• Experience with practice management tools and CRM systems (Financial Cents)
• Background in client-facing advisory services or consulting

• Analytical Thinking: Ability to analyze financial data, identify trends, and provide meaningful insights
• Problem-Solving: Proactive approach to identifying and resolving financial discrepancies and client challenges
• Client Service Orientation: Genuine commitment to client satisfaction and building trusted relationships
• Adaptability: Comfortable working in a fast-paced, remote environment with changing priorities
• Professional Ethics: Strong commitment to confidentiality, integrity, and professional standards
• Continuous Learning: Dedication to staying current with accounting regulations and industry developments

• Remote/Flexible Work: 100% remote position with flexible scheduling options
• Professional Growth: Opportunities for continuing education and professional certification support
• Collaborative & Dynamic Culture: Supportive team environment with regular collaboration and knowledge sharing
• Technology: Access to modern cloud-based tools and software
• Work-Life Balance: We value efficiency and results, supporting a healthy work-life integration
• Competitive Compensation: Salary commensurate with experience and qualifications. Salary range is $40-45/hour + benefits

This is a fully remote position. The ideal candidate must have:

• Reliable high-speed internet connection
• Professional home office setup
• Ability to attend virtual meetings during standard business hours (Pacific)
• Strong self-motivation and ability to thrive independently

Please submit the following to applications@theadvisorybookkeepingco.com:

• Current resume/CV
• Cover letter explaining your interest and relevant experience
• Professional references (at least 2)
• Any relevant certifications or licenses

Our recruitment process consists of the following:

• December 10, 2025 – Application deadline for resume, cover letter, and references
• December 17, 2025 - Shortlisted candidates will be contacted
• December 31, 2025 – Shortlisted candidates complete video assessment
• January 2026 – Panel interviews conducted with selected candidates
• January 2026 – Finalists complete online skills assessment
• Late January 2026 – Formal offer extended and employment agreement issued
• February 2, 2026 – Position start date, including one-month orientation and training period
• February 26, 2027 - Position completes, however this role may extend if there is synergy and opportunity

The Advisory Bookkeeping Co. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We look forward to hearing from you. Please email info@theadvisorybookkeepingco.com, or Visit us at www.theadvisorybookkeepingco.com if you have any questions.