Team coordinator and intake specialist in Customer Asset Management at M&T Bank. Overseeing case distribution and resolving customer correspondence with a strong focus on service and accuracy.
About the role
- Analyst responsible for preparing financial statements and various reports while collaborating with clients. Assisting in accounting mandates and maintaining up-to-date knowledge of regulations.
Responsibilities
- Participate in the execution of compilation engagements across various industries;
- Prepare financial statements, corporate and trust tax returns, and various financial reports;
- Support clients, in collaboration with a manager colleague, on various accounting and operational issues;
- Keep accounting and tax standards knowledge continuously up to date through the internal training program;
- Assist the team on various projects to optimize efficiency and workplace satisfaction!
Requirements
- College diploma in accounting or bachelor’s degree in accounting
- 0 to 2 years of experience in a public accounting firm
- Knowledge of CaseWare/CaseView, Excel, Taxprep (an asset)
- Knowledge of accounting and assurance standards and basic taxation
- Knowledge of investment holding companies (an asset)
- Dedicated team player, curious, personable, detail-oriented, strong at prioritizing and autonomous
- Strong sense of commitment to colleagues, clients and assigned mandates
Benefits
- Innovative 4-day workweek (paid as a 5-day week for 6 months of the year)
- Wellness spending allowance
- Client and talent referral bonuses
- Flexible working hours
- Comprehensive group insurance
- Flexible dress code
- Recognition program
- Technology-enabled environment
- A wide range of training to support your development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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