Tax & Bookkeeping Associate

Toronto, ON | Direct Hire

Job ID: 49911 Industry: Accounting

Tax & Bookkeeping Associate

Salary from $50,000 - $60,000

Our client, a prestigious investment firm, is seeking a Tax & Bookkeeping Associate to be an integral part of their team. The ideal candidate will support the CFO to provide tax and bookkeeping services to our clients. The ideal candidate will be highly organized and possess the ability to prioritize and multi-task. If you are highly motivated and strive for excellence in all you do, this is the role for you!


  • Assisting with compilation of investment and tax reporting
  • Preparing of monthly and yearly financials – balance sheets, cash flow reconciliations such as funds, trusts and limited partnerships
  • Reviewing annual investment fund and limited partnership tax package for each holding
  • Performing reconciliation of transactions, adjusted cost bases, realized/unrealized gains and losses, income and expenses
  • Recording bank and investment transactions using accounting software
  • Various administrative duties, including filing, photocopying, scanning and maintaining the organization of filing system


  • Post-secondary education in Accounting, preferably a degree
  • Minimum of five years of Bookkeeping/Accounting experience with an emphasis on tax and investment reporting
  • Demonstrates excellent organizational abilities while being detail-oriented with the ability to multi-task and prioritize in a fast-paced environment
  • In depth knowledge of financial investment (including accounting and tax reporting)
  • Knowledge of investment holding companies required
  • Experience with accounting software (QuickBooks knowledge is a must)
  • Proficiency with Microsoft Word and Excel is a must
  • Good interpersonal skills
  • Excellent communication skills, both written and oral

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