Director Cloud Solutions - Accounting Firm

Job Description

Vortex Stratégie & recrutement is also seeking a Director of Cloud Accounting Solutions and Integrated Accounting for its client, a reputable and rapidly growing professional accounting firm with offices in Montréal and Québec City. The firm employs more than 200 professionals and continues to expand its team.

The successful candidate will be involved in managing and planning engagements, as well as maintaining client relationships. They will be responsible for managing, supervising, and training a team of accounting technicians and assistant managers while overseeing a portfolio of clients.

They will supervise the progress of engagements and workload distribution, ensuring compliance with budgets, maintaining the quality of deliverables, and meeting established deadlines. They will demonstrate exceptional client service skills in all interactions.

Your Role and Responsibilities

Manage Engagements and Client Relationships

• Manage a portfolio of clients and plan, coordinate, and supervise the execution of assigned engagements.

• Ensure compliance with budgets and deadlines, particularly for tax filings, monthly closings, and year-end bookkeeping.

• Drive the evolution of digital accounting processes and practices for the firm's clients.

Oversee Year-End Activities

• Prepare and review year-end files and financial statements, including bookkeeping performed by accounting technicians and assistant managers under your supervision.

• Supervise team members assigned to your engagements, ensuring deadlines and budgets are met.

• Perform account analyses, resolve discrepancies, and ensure compliance with applicable accounting standards.

• Oversee the preparation of internal financial statements and compilation engagement files.

• Oversee the preparation of corporate income tax returns.

• Collaborate with clients to gather necessary information, participate in presenting financial results, and provide recommendations when appropriate.

Coordinate Payroll Activities

• Plan and coordinate payroll processing in collaboration with the payroll support team.

• Plan and coordinate the preparation of annual tax slips and participate in the process as needed.

Ensure Effective Communication and Team Engagement

• Maintain effective communication both internally and externally.

• Oversee communications with tax authorities and act as the primary point of contact.

• Coordinate the work of various stakeholders involved in engagements.

• Leverage each team member's strengths and contribute to a positive work environment.

• Lead by example and promote collaboration and teamwork.

• Demonstrate exceptional client service skills in all interactions, both internally and externally.

Meet Deadlines and Budgets

• Plan, organize, and execute engagements within established deadlines and budgets, balancing client expectations with the specific requirements of each engagement.

• Manage workload distribution and engagement assignments.

• Monitor engagement progress, budget status, and hours worked by the team, providing regular updates to the partner in charge.

• Manage cost or time overruns, obtain additional budget approvals when necessary, and inform clients as appropriate.

• Monitor accounts receivable aging and work in progress.

• Oversee engagement billing prepared by accounting technicians, identify additional billable work, and ensure established billing targets are achieved.

Contribute to the Firm's Development

• Identify key considerations for engagement planning and propose time and fee budgets to the partner in charge.

• Participate in onboarding new employees.

• Contribute to the training and professional development of team members.

• Develop tools and training programs to improve engagement efficiency and service delivery.

• Participate in client training initiatives.

• Provide feedback at the conclusion of each engagement and participate in annual performance reviews.

• Support the partner in preparing service proposals.

• Participate in activities that enhance the firm's visibility and expand your professional network.

Requirements

• Bachelor's degree in a program leading to the CPA designation, an asset.

• CPA designation, an asset.

• Seven years of accounting experience; experience in a public accounting firm is considered an asset.

• In-depth knowledge of Caseware, CaseView, Taxprep, Acomba, Sage, and QuickBooks Online.

• Strong planning and organizational skills.

• Analytical mindset, thoroughness, and exceptional attention to detail.

• Ability to manage multiple engagements simultaneously.

• Excellent command of French, both written and spoken.

• Knowledge of English is considered an asset.

Benefits

• Highly competitive salary, based on experience.

• Comprehensive and customizable group insurance program.

• Annual wellness allowance.

• Flexi-Time: Opportunity to take time off in lieu of additional hours worked during busier periods.

• Flexi-Schedule: Flexibility to adjust your work schedule to accommodate your personal routine.

• Flexi-Location: Flexibility to choose your work location based on your personal needs while meeting operational requirements.

• Opportunity to work fully remotely.

• Telemedicine services.

• A wide variety of social activities, including happy hours, BBQ lunches, outdoor activity days, end-of-tax-season celebrations, game and trivia nights, prize draws, and much more.