About Us
Concept Accounting & Advisory is a Kitchener-Waterloo CPA and fractional-CFO firm serving owner-managed businesses across Canada. We give growing companies a full finance function under one roof (accounting, payroll, tax, and CFO-level reporting) so owners see their real profitability and make decisions on data, not instinct.
Founded by a CPA (Canada & US) with a background at Deloitte, CIBC Capital Markets, and institutional fund management, we bring big-firm rigour to a focused, fast-growing practice. Real estate is our largest vertical, alongside professional services, medical and veterinary practices, import/export, and franchise operators.
Job Overview
Reporting to the Accounting Manager, you'll own full-cycle accounting and month-end close for a portfolio of assigned clients across our verticals. You'll work in a modern, automation-first tech stack and play a real part in building out our processes as we scale.
This is an on-site role based in our Waterloo office, four days per week. Candidates should be located within a reasonable daily commute of Waterloo.
Duties
- Maintain accurate, up-to-date books and complete month-end and year-end close for assigned clients
- Reconcile bank, credit card, loan, and balance sheet accounts
- Prepare and post journal entries, accruals, prepaids, and adjustments
- Manage AP/AR and maintain fixed asset and supporting schedules
- Prepare financial statements and management reports
- Process payroll and assist with ROEs, T4s, T4As, WSIB, and EHT filings
- Prepare and file GST/HST and other statutory filings
- Communicate directly with clients to resolve queries professionally
- Help improve and document workflows as we scale
Qualifications
- 3–5+ years of full-cycle accounting or bookkeeping experience
- Strong Canadian accounting, payroll, and HST/sales-tax compliance knowledge
- QuickBooks Online proficiency required
- Strong on bank reconciliations, payroll, GST/HST, and month-end procedures
- Able to manage multiple clients and competing deadlines independently
- Excellent written and verbal communication
- CPB designation, or an accounting diploma/degree, an asset
Nice to Have
- 1+ year of T1 and T2 tax preparation experience — a strong asset
- Experience in public accounting or an outsourced/cloud accounting environment
- Experience across multiple client industries (real estate, professional services, healthcare, import/export, or franchise)
- Familiarity with our stack: Dext, Wagepoint, Plooto, TaxDome, Fathom, Profile/Taxprep
Why Join
- A full finance function under one roof; you'll work alongside CFO-level advisory, not just data entry
- Modern, fully cloud-based, automation-driven workflow
- A defined growth path as the firm scales toward its next stage
How to Apply
Please send your resume to [email protected], and in your email include: (1) your years of full-cycle accounting or bookkeeping experience, (2) whether you've prepared T1 or T2 returns — and if so, roughly how many per season and in which software, and (3) your current city and whether you can reliably commute to our Waterloo office four days a week.
Pay: $50,796.00-$63,495.00 per year
Benefits:
- Casual dress
- Dental care
- Extended health care
- On-site parking
- Work from home
Application question(s):
- How many years of full-cycle accounting experience do you have?
- Have you prepared Canadian T1 personal and T2 corporate tax returns?
- How many tax seasons of T1 and T2 preparation experience do you have?
- Which tax software have you used to prepare returns (e.g. Profile, Taxprep, TaxCycle, Cantax)?
- This role is onsite in our Waterloo office four days per week. Can you reliably commute to Waterloo four days a week?
Work Location: Hybrid remote in Kitchener, ON (Waterloo District)
