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Freelance Bookkeeper needed in office two days a week. AP and AR responsibilities

As a Bookkeeping Specialist at Young Associates, you will provide full-cycle bookkeeping services to a portfolio of clients that you manage. You will have the autonomy to cultivate client relationships, scope of work, and lead pricing conversations with support from your manager. Part of your role will be executing engagements with clients and supporting them with bookkeeping tasks. These tasks are varied and no two days are alike! Tasks include processing accounts payable and receivable; preparing bank, credit card and other reconciliations; ensuring receipt of supporting documentation for audit and tax purposes; filing payroll, GST/HST and T3010 returns; analyzing accounts and posting adjustments as needed; maintaining analytical schedules throughout the year and reviewing the accounts preparatory to audit; working directly with the auditor on your client’s behalf to finalize their financial statements.

THE ROLE As a Bookkeeper at Young Associates, you will complete various bookkeeping tasks to support our clients. You will work as part of a team to deliver on several client engagements. At the same time, your focus will be levelling up your knowledge of Young Associates’ internal processes as well as general knowledge related to the service you specialize in. You will report to a people manager for your department and receive mentorship from your manager as well as other senior team members to get the support you need to grow in your role. In this role, client work is varied and no two days are alike! Tasks include processing accounts payable and receivable; preparing bank, credit card and other reconciliations; ensuring receipt of supporting documentation for audit and tax purposes; filing T-slips, and GST/HST returns; analyzing accounts and posting adjustments as needed; maintaining analytical schedules throughout the year and reviewing the accounts preparatory to audit; working with your manager and the auditor to finalize your clients’ financial statements; and maintaining supporting documentation.

THE ROLE As the General Manager at Young Associates, you will be responsible for the day-to-day operations of the company. Through collaborative leadership, you will work with the Principal and Department Managers in Financial Services, Payroll and Operations to maintain a strong and healthy workplace characterized by a positive culture, thriving staff, satisfied clients, and a strong and growing bottom line. You will support the Principal in realizing her vision for the company. This will include collaborating on the strategy for developing our clientele and service offerings, and the structure that supports them. Working under the general direction of the Principal, your primary responsibility is to optimize the practice. You will execute strategy and monitor feedback (in the form of metrics, financials, and qualitative evaluations) to ensure the company is fulfilling its objectives. You will provide both guidance and direction to department managers, helping them to fully realize their own abilities and to create the same opportunities for their team members. Aiming for continuous improvement, you will determine the best way to achieve the company’s goals while balancing competing wants and needs; for instance: - client pricing expectations and staff compensation expectations; - investment in staff and investment in technology; - hands-on service and automation; - a flexible self-managed approach and rigorous attention to compliance and best practices; - growth and stability.

The Accounting Associate will be a key member of the accounting team at Petrela, Winter & Associates (“PWA”), a specialty commercial insurance brokerage with a reputation for being a leader in its field. The ideal candidate will have an accounting education and 2-3 years of related work experience, combined with strong analytical and attention to detail, excellent verbal and written English communication skills, proficiency in the MS Office Suite, and a positive attitude and demeanor. This is an excellent opportunity for a career minded individual to advance their accounting career on a high-performing team at a growing, successful company. Competitive compensation package including salary and profit sharing bonus, and full benefits offered. Hybrid work flexibility is available.