# Accountant & US Tax Manager

- Company: [Fincentify](<https://jobstar.asia/company/fincentify>)
- Location: Downtown Oakville, ON, Canada
- Team: Operations
- Employment type: Full Time
- Posted: August 18, 2026

## Job description

***Who are we?***

The Company is a client-focused CPA firm serving individuals, businesses, and nonprofit organizations across a wide range of industries. We are currently seeking a well-rounded, detail-oriented, and proactive professional to step into a hybrid role encompassing accounting, tax preparation & review, and client communication management for US based clients.

***About the role***

This role works exclusively **with U.S. based clients**, serving clients under U.S. GAAP and the U.S. federal and state tax framework. Reporting to the firm's owner, this position plays a central role in ensuring efficient internal operations, exceptional client service, and accurate financial reporting.

***What you'll do***

**Accounting (full-cycle bookkeeping & reconciliation)**

* Manage full-cycle bookkeeping and account reconciliations for monthly, quarterly, and semiannual clients across a wide range of industries.
* Perform monthly bank and credit card reconciliations, ensuring financial records are accurate and up to date.
* Investigate discrepancies, correct coding errors, prepare and post journal entries and adjusting entries in compliance with US GAAP.
* Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings.
* Provide support during external audits, including compiling documentation, reconciling accounts, and resolving auditor questions.
* Review client general ledger data to identify irregularities and implement corrective adjustments for clean financials.
* Maintain organized digital records of all client financials, reports, and internal communications to ensure audit readiness and operational transparency.

**Tax preparation, review & workflow management**

* Prepare, review, and present accurate consolidated and entity-level financial statements and management reporting packages
* Prepare complex tax returns for businesses (1120, 1120S, 1065) and individuals, including multi-state filings, self-employment income, and rental property activity
* Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings
* Review returns prepared by staff, ensuring accuracy, compliance, and completeness before final submission
* Coordinate internal tax workflow, track return statuses, and assign preparation tasks to ensure timely progress across all client accounts
* Collaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clients
* Maintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimization
* Deliver clear analysis of business performance, unit economics, margins, and portfolio trends across operations
* Lead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-making

**Client communication & office coordination**

* Serve as the primary point of contact for clients across all service areas, managing inbound calls, emails, and messages in a prompt and professional manner
* Address client questions regarding tax documents, financial reports, account reconciliations, and
* payment processing, escalating matters to the owner when appropriate
* Provide support during external audits, including compiling documentation, reconciling accounts and resolving auditor questions
* Maintain internal workflows to support daily office operations, including document routing, data requests, and CRM upkeep
* Represent the firm's values of integrity, reliability, and exceptional service in every client interaction

***What we're looking for***

* This position serves **U.S. clients exclusively** — **U.S. tax experience and U.S. GAAP experience are strongly preferred**
* Associate's or Bachelor's degree in Accounting or a related field (or equivalent experience)
* 3+ years of experience in public accounting, bookkeeping, and/or tax preparation
* Strong proficiency in QuickBooks Online, Microsoft Excel, Word, and client management software
* Thorough understanding of Generally Accepted Accounting Principles (GAAP)
* Excellent communication, time management, and organizational skills, with strong attention to detail
* Ability to work independently and manage competing priorities and deadlines with professionalism and accuracy

***Nice to have***

* QuickBooks Online ProAdvisor Certification
* Experience with Intuit ProConnect and Zoho Books
* Tax preparation experience, including business and/or individual returns (1120, 1120S, 1065) and multi-state filings
* Experience with multi-entity reporting and nonprofit or small business financials
* US CPA is a plus, but not required
* A positive, client-focused attitude with strong written and verbal communication skills

***Compensation & Benefits***

* Competitive base salary
* Comprehensive health, dental, and vision coverage.
* Paid time off

## Apply

[Apply on Fincentify](<https://jobs.ashbyhq.com/fincentify/d80c9e85-c834-4735-b30f-9067ab15b174>)

Canonical job page: <https://jobstar.asia/job/accountant-us-tax-manager-fincentify-downtown-oakville-b85bd928738c4dfb>
