Education :Expérience :Education
- Bachelor's degree
Work setting
- On-site customer service
Tasks
- Identify clients' financial goals and objectives
- Plan, set up and administer accounting systems
- Supervise staff
- Train staff
- Analyze clients' financial records
- Prepare financial information for individuals, departments or companies
- Develop financial plans for clients
- Prepare reports and audit findings
- Prepare financial statements and reports
- Prepare income tax returns from accounting records
- Analyze financial documents and reports
- Examine accounting records
- Provide financial, business and tax advice
- Underwrite new issues of stocks and bonds
- Act as trustee in bankruptcy proceedings
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
Supervision
- 5-10 people
Computer and technology knowledge
- Accounting software
- ACCPAC
- Simply Accounting
- Quick Books
- Caseware / Caseview
- Database software
- Internet
- MS Excel
- MS Windows
- TaxPrep
Area of specialization
- Financial planning
- Financial examination
- Financial investigation
Security and safety
- Bondable
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
- Large workload
Personal suitability
- Accurate
Experience
- 2 years to less than 3 years
Health benefits
- Health care plan
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 30 to 40 hours per week