Position title:                  Accounting Intern – Co-op/Directed Field Study Placement

Functional area:             Fulfillment

Reports to:                      General Manager

Salary:                              Unpaid

Term:                                8-Month or 12-Month Placement

Date:                                 September 1 (annually)                                         

 

At Shajani CPA, we are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises — and we are looking for future professionals who want more than a placement. We offer a career foundation.

Through our Pre-Approved CPA Practical Experience Program (designed for our future Accounting Technicians), we train aspiring CPAs to excel in public practice. As an Accounting Intern, you will begin your journey by developing the foundational competencies recognized by CPA Alberta — working with real files, under real mentorship, in a structured environment that prepares you to become an exceptional Accounting Technician. This internship is your opportunity to be shaped, supported, and set up for long-term success in the CPA profession.

This internship is also an on-ramp to permanent employment. Interns who excel during this placement will be strongly considered for future Accounting Technician (AT) positions at Shajani CPA. From there, you can enter our structured CPA mentorship program and advance toward becoming a Client Manager and firm leader.

 

This is an unpaid internship ideal for students enrolled in Co-op or Directed Field Study programs, designed to:

 

• Provide real-world accounting experience in a public practice environment
• Build essential skills in financial reporting, taxation, assurance, finance, and management accounting
• Develop confidence in tools such as QBO, CaseWare, Fathom, and Profit Cents
• Expose you to our 12 Service Standards and high-performance firm culture
• Prepare you to hit the ground running as a CPA student in a firm like Shajani CPA

 

WHAT YOU’LL LEARN

As an Accounting Intern, you will begin your career journey with hands-on exposure to real client files while developing Level 0 foundational competencies under CPA Alberta’s Practical Experience Requirements. You will work under the guidance of experienced Client Managers and our CPA Pre-Approved Program leadership team to gain proficiency in the following areas:

 

Management Accounting (MA)

• MA1 – Management Reporting Systems: Administer monthly bookkeeping in QBO and deliver reports.
• MA2 – Planning, Budgeting, Forecasting: Administer and deliver data reports using Fathom.
• MA3 – Cost, Revenue, and Profitability Management: Input data into Profit Cents and identify trends in cost and revenue.
• MA4 – Performance Measurement: Use Profit Cents or Fathom to generate performance reports.

 

Financial Reporting (FR)

• FR1 – Reporting Needs and Systems: Send initial and subsequent year-end PBC requests to clients.
• FR2 – Accounting Policies and Transactions: Upload TB and GL to CaseWare Cloud and begin Section 2500.
• FR3 – Statement Preparation: Assist in preparing, sending, and tracking signed year-end packages.
• FR4 – Financial Statement Analysis: Enter financial data into Profit Cents or Fathom to support reporting.

 

Taxation (TX)

• TX1 – Income Tax Legislation and Research: Identify and prepare documentation for basic compliance engagements.
• TX2 – Corporate and Personal Tax Compliance: Roll forward personal tax files and schedule PBC requests.
• TX3 – Tax Planning Fundamentals: Help organize planning files and assist in documentation for engagements.

 

Assurance (AA)

• AA1 – Internal Control and PBC: Identify and request PBC documents for review and audit files.
• AA2 – Assurance Needs and Planning: Upload TB and GL and analyze year-over-year account variances.
• AA3 – Substantive Procedures: Assist in saving all documentation and preparing CaseWare files for assurance engagements.

 

Finance (FN)

• FN1 – Financial Planning and Analysis: Assist with investment data entry and organize client financials for review.
• FN2 – Treasury and Cash Flow: Identify potential Retirement and Estate Planning candidates through file review.
• FN3 – Capital Budgeting and Valuation: Gather key financial data for valuation support and update engagement folders.

 

This internship is an excellent pathway to secure a future Accounting Technician role at Shajani CPA, and we are committed to helping you transition into a successful CPA student. You’ll gain structured training in a real-world setting and begin building the core competencies that will launch your professional accounting career.

 

POSITION OBJECTIVE

The primary objective of the Accounting Intern position at Shajani CPA is to provide a structured, real-world learning opportunity that complements the student’s academic accounting program, while developing the foundational competencies required for success in public practice.

This internship is part of Shajani CPA’s commitment to giving back to the profession by supporting emerging talent through mentorship, skills development, and direct exposure to the day-to-day workings of a high-performance accounting firm. Interns will gain hands-on experience in bookkeeping, financial reporting, taxation, and assurance under the supervision of our CPA Pre-Approved Program leaders.

Although this is an unpaid training position, we expect interns to show the professionalism, reliability, and commitment of an aspiring CPA. This is a serious first step into the profession — not a casual placement.

The ultimate goal is to prepare each intern to be a top candidate for an Accounting Technician role at Shajani CPA. While we anticipate onboarding up to three interns annually per office, typically only one will be selected for an AT position based on performance, attitude, and firm capacity.

A successful Accounting Intern demonstrates initiative, curiosity, and dedication — gaining real skills, contributing to their team, and proving they are ready to take the next step in a career of purpose, growth, and impact.

 

Qualifications

Academic Standing: Currently enrolled in the final year of a Bachelor of Commerce (BCom), Bachelor of Business Administration (BBA), or equivalent degree with a major in Accounting or Accounting & Finance.

Program Completion: On track to complete all degree requirements, with the internship serving as the final component (Co-op or Directed Field Study).

CPA PEP Prerequisites: Completion of all CPA PEP prerequisite courses by the end of the internship, including:

• Financial Reporting

• • Strategy and Governance
  • Management Accounting
  • Audit and Assurance
  • Finance
  • Taxation
  • Economics
  • Statistics
  • Information Systems
  • Business Law

Note: A minimum grade of 60% in each core course and an overall average of 65% across all core prerequisites is required for CPA PEP admission.

 

Career Aspiration

Strong intention to pursue the Chartered Professional Accountant (CPA) designation upon graduation.

 

Essential Knowledge, Skills & Experience

Accounting Principles: Solid academic understanding of foundational accounting principles, including financial reporting, management accounting, taxation, and bookkeeping basics.

Software Proficiency: Familiarity with accounting software such as QuickBooks Online (QBO), and Microsoft Excel. Training will be provided as needed.

Analytical Skills: Ability to analyze financial data, perform reconciliations, and prepare working papers with attention to detail.

Communication: Effective written and verbal communication skills, with the ability to interact professionally with team members and clients.

Time Management: Demonstrated ability to manage multiple tasks and meet deadlines in a dynamic environment.

Ethical Standards: High level of personal integrity and commitment to maintaining confidentiality and professional ethics.

 

Desirable Knowledge, Skills & Experience

Practical Experience: Previous experience through co-op placements, internships, or part-time work in accounting, finance, or roles demonstrating accountability and leadership.

Tax Preparation: Exposure to preparing basic personal (T1) returns, even as a volunteer.

Financial Reporting Standards: Academic understanding of Accounting Standards for Private Enterprises (ASPE) and Compilation Engagements (CSRS 4200).

Client Service: Experience in client-facing roles, demonstrating strong interpersonal skills and customer service orientation.

 

Leadership Attributes

Professionalism: Demonstrates a professional demeanor, reliability, and accountability in all tasks.

Initiative: Proactively seeks opportunities to learn and contribute to the team.

Collaboration: Works effectively within a team environment, supporting colleagues and contributing to a positive workplace culture.

Adaptability: Shows flexibility in adapting to new challenges and changing priorities.

Commitment to Excellence: Strives for high-quality work and continuous improvement in performance.

 

This internship is designed to bridge academic learning with practical experience, preparing candidates for potential future roles as Accounting Technicians at Shajani CPA. While we offer up to three internship positions annually at each office, selection for subsequent employment is competitive and based on performance and organizational needs.

 

COMPETENCIES REQUIRED

 

Management Accounting (MA)	1.     Academic completion of management accounting.
Financial Reporting (FR)	1.     Academic completion of financial reporting.
Taxation (TX)	1.     Academic completion of taxation (corporate and personal).
Finance (FN)	1.     Academic completion of finance.
Assurance (AA)	1.      Academic completion of assurance.
Strategy and Governance (SG)	1.      Understanding the purpose of mission, vision, and values in a client or firm context.

 

Key Performance Measures

KPI	What is Measured	How it is Measured
1. Foundational Competency Development	Completion of Level 0 tasks aligned with CPA’s Pre-Approved Program (e.g., data entry, reconciliations, PBC collection)	Supervisor reviews, task tracking by Client Manager, and feedback are logged in the student performance evaluation
2. Contribution to File Efficiency	Reduction in time spent by CECs, ATs or CMs due to intern’s support	Comparison of time budgets with and without intern support; CM feedback on time saved and improved workflows
3. Accuracy and Preparedness of Assigned Tasks	Quality and accuracy of intern-prepared documents (e.g., bookkeeping, reconciliations, working paper templates)	CEC, CM, or AT review of deliverables; tracking of revisions and rework required
4. Professional Growth and Proactivity	Demonstrated initiative in asking questions, learning systems, and requesting feedback	Weekly mentorship check-ins, anecdotal feedback from the team, proactive learning logs or self-evaluations
5. Readiness for Advancement to AT Role	Overall performance indicates potential for future employment as an Accounting Technician	End-of-internship evaluation by CM, Program Manager, and Program Leader; review of completed competencies and team feedback

 

ORGANIZATIONAL RELATIONSHIPS

Reports to:

• Client Excellence Coordinator (CEC) – for file preparation tasks, document management, and administrative support duties
• Accounting Technician (AT) – for foundational task assignments, mentorship, and workflow support
• Client Manager (CM) – for technical learning, task prioritization, and development feedback
• Quality Control Reviewer (QCR) – for adherence to file structure, documentation standards, and technical coaching (as applicable)
• General Manager (GM) – for overall performance monitoring, scheduling alignment, and intern program oversight

 

Supports:

• Accounting Technicians and Client Managers by preparing reconciliations, gathering client documents, and organizing files to reduce time burdens on client work
• Client Excellence Coordinators by assisting with task scheduling, follow-ups, and CaseWare/CRM updates
• Overall firm workflow efficiency by performing Level 0 tasks that help streamline compilation, review, and tax file preparation

 

Internal Contacts:

• Client Managers, Accounting Technicians, and CECs across multiple desks
• QCR for feedback on working paper quality and structure
• Program Manager and Program Leader (for Pre-Approved Program compliance and mentorship)
• Other Interns and ATs as part of learning cohorts or rotational assignments

 

ORGANIZATIONAL AUTHORITY

Decisions Made in the Position:

• Completion of assigned foundational tasks as directed (e.g., PBC tracking, reconciliations, document preparation)
• Scheduling questions, escalation of unclear items, and requesting feedback to support accuracy and development
• Prioritization of assigned duties within the day, based on CM or AT direction

 

Decisions Referred:

• Any client-facing communications (to CM or CEC)
• Technical questions or file assumptions (to AT or CM)
• Engagement scope, deadlines, or deliverable modifications (to CM or QCR)
• Performance or learning concerns (to Program Manager or GM)

 

General responsibilities ·        Support Accounting Technicians (ATs), Client Managers (CMs), and Client Excellence Coordinators (CECs) by completing foundational accounting tasks that contribute to the timely and accurate completion of client files ·        Perform basic bookkeeping tasks in QuickBooks Online (QBO), including recording transactions, bank reconciliations, and maintaining supporting documentation under guidance ·        Prepare Provided By Client (PBC) checklists, track outstanding client documents, and assist in organizing files in CaseWare Cloud (CWC) to streamline file readiness ·        Assist in the preparation and maintenance of lead sheets, working papers, and financial schedules using firm templates and structured guidance ·        Support management reporting by inputting financial data into Fathom, Profit Cents, and Excel templates to help evaluate client performance and generate internal reports ·        Prepare and reconcile simple accounts (e.g., bank, AR, AP, or GST) under supervision, ensuring documentation is properly saved and referenced ·        Contribute to the tax preparation process by gathering and organizing data for T1, T2, and T3 returns, and assisting with input into tax software (e.g., Profile) ·        Maintain up-to-date file documentation including engagement letters, signed forms, and client correspondence in iFirm and CWC, in line with internal procedures ·        Complete file roll-forward processes, update year-end dates, and assist with file closure tasks such as document checklists and portal uploads ·        Participate in desk meetings, learning sessions, and mentor check-ins as part of the CPA Pre-Approved Program training culture ·        Proactively seek feedback, track learning goals, and take responsibility for assigned foundational competencies in Management Accounting, Financial Reporting, Taxation, Assurance, and Finance ·        Assist the CEC with client communication, file scheduling, and document tracking to improve client service responsiveness and overall workflow efficiency ·        Uphold Shajani CPA’s service standards by maintaining professionalism, accuracy, and confidentiality in all work ·        Demonstrate a commitment to developing as a future Accounting Technician through active engagement in mentorship, technical development, and client service ·        Contribute to a positive and respectful workplace culture, supporting both your own learning and the success of your team

 

Acknowledgement

This job description has been designed to indicate the general nature and level of work performed by the accounting intern within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the role.

Position title:                        Client Excellence Coordinator (CEC)

Functional area:                   Fulfillment – Administrative Services

Reports to:                            Client Manager (CM), General Manager (GM)

Salary:                                   Competitive

Employment Status:            Full-time

Date:                                                                                                                                 

 

At Shajani CPA, we are redefining the client experience by combining top-tier professional services with seamless, responsive, and thoughtful administrative support. Our Client Excellence Coordinators are the first point of contact for our clients — the ambassadors of our brand and the stewards of our workflow excellence.

We are looking for organized, client-focused, and dynamic individuals to support our client service desks. This is more than an admin role — it is your opportunity to shape the first and lasting impressions our clients have of our firm.

 

As a Client Excellence Coordinator, you will:

• Operate with precision and professionalism
• Support engagement teams across service lines (Tax, Accounting, Assurance, Advisory)
• Learn and grow in a high-performance, collaborative firm

Our culture is built on excellence, humility, and purpose. Join us if you want to be part of a team that is deeply committed to client care, continual learning, and professional growth.

 

WHAT YOU’LL LEARN

As a Client Excellence Coordinator at Shajani CPA, you will build foundational public practice skills that support your growth into a highly competent, professional, and valued member of our firm. You will develop expertise in:

 

CEC1 – Client Communication and First Impressions: Professionally answering phones, greeting clients, routing messages, and representing the firm’s brand with warmth and accuracy.

CEC2 – Office Presentation and Atmosphere Management: Opening/closing the office, preparing meeting spaces, and helping maintain a welcoming, uplifting environment.

CEC3 – Scheduling and Capacity Management in iFirm: Assigning work in iFirm, booking internal and external meetings, and rolling forward future year files for workflow alignment.

CEC4 – Client Portal and Digital File Management: Managing iFirm portal access, organizing digital files properly, and assisting clients with portal navigation.

CEC5 – Engagement Letters and E-signatures: Sending engagement letters via Knuula, understanding engagement types, and saving signed documents to appropriate locations.

CEC6 – PBC Requests and Document Intake: Requesting CRA and client documents, sending professional PBC requests, tracking intake, and verifying completeness for technical teams.

CEC7 – Desk Management and Workflow Coordination: Maintaining the Job Board, tracking desk progress, and coordinating desk meetings and priorities with accuracy.

CEC8 – Payments and Client Billing Coordination: Collecting prepayments, understanding basic fee structures, and flagging outstanding items for follow-up.

CEC9 – File Closure, Lockdown, and Delivery: Delivering completed files, archiving signed documents, completing e-filings, and rolling forward next year’s services.

CEC10 – Legal and Tax Document Understanding: Identifying and requesting tax and legal documents, understanding their context, and communicating client needs clearly.

CEC11 – Alberta Registries and Minute Book Management: Incorporating companies, maintaining minute books, and preparing filings or registry requests accurately.

CEC12 – Leadership, Reporting, and Professionalism: Reporting on workflow and capacity, identifying process improvements, and demonstrating initiative, discretion, and leadership.

 

POSITION OBJECTIVE

The Client Excellence Coordinator (CEC) is a key administrative professional at Shajani CPA, responsible for enabling an exceptional client experience and supporting the seamless execution of internal workflow. As the front-line representative of the firm, the CEC ensures every client interaction—whether in person, by phone, or digitally—reflects the professionalism, warmth, and excellence that define our brand.

Beyond reception, the CEC is entrusted with responsibilities across scheduling, file coordination, document management, billing, and legal/regulatory support. Through structured training aligned with our 12 CEC competencies, this role is designed to develop strong operational leadership and administrative expertise in a high-performance environment.

Client Excellence Coordinators are critical contributors to the overall success of our engagements. By proactively managing tasks that increase efficiency for our Client Managers, Accounting Technicians, and Partners, the CEC helps our team focus on delivering high-quality financial, tax, and advisory services. A successful CEC demonstrates initiative, strong organizational skills, and a commitment to continuous improvement—ensuring that every detail supports a world-class client journey.

 

Qualifications:

Post-secondary diploma or certificate in Office Administration, Business, or a related discipline; a university degree is an asset but not required

1–3 years of professional experience in a client-facing administrative, coordination, or customer service role

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams) and ability to learn firm-specific platforms quickly

Experience with QuickBooks Online, CaseWare, CRM software, or workflow tools (e.g., iFirm, Knuula, TaxCycle) is a strong asset

Exceptional verbal and written communication skills, including professional email etiquette

Demonstrated ability to multitask, prioritize, and stay organized in a deadline-driven environment

 

Knowledge, Skills & Experience (Essential):

Impeccable organization and time management; thrives in a high-volume, fast-paced setting

Strong attention to detail with a commitment to accuracy, consistency, and completeness

Polished and professional demeanor in all client interactions—in person, by phone, and electronically

Ability to manage confidential information with maturity, discretion, and sound judgment

A proactive team player with the ability to work independently and collaboratively across desks

Technologically confident; comfortable navigating cloud-based platforms, client portals, and digital document systems

 

Knowledge, Skills & Experience (Desirable):

Prior experience in a public practice firm (accounting, law, wealth, or consulting)

Familiarity with CRA Represent a Client, PBC document intake, or e-signature platforms such as Knuula

Working knowledge of corporate registries, minute book filings, or legal document handling

Demonstrated enthusiasm for client service excellence, professional development, and internal leadership

A strong interest in supporting teams that serve family-owned enterprises, entrepreneurs, and high-net-worth families

 

COMPETENCIES REQUIRED

Client Excellence Coordinator (CEC)

1.     Professional communication and interpersonal skills – Able to interact warmly and clearly with clients and colleagues both in person and over the phone. 2.     Strong organizational habits and attention to detail – Maintains a tidy, professional environment and anticipates presentation needs. 3.     Calendar management and task coordination – Familiar with digital scheduling systems and managing multiple priorities simultaneously. 4.     Digital literacy and file organization – Comfortable navigating portals, uploading documents, and working in cloud-based systems. 5.     Document workflow understanding – Able to follow processes involving digital signatures and understands the importance of document control. 6.     Accuracy and document tracking – Skilled in checking document completeness and following up on outstanding items. 7.     Task tracking and update communication – Comfortable updating task boards, tracking status, and participating in workflow meetings. 8.     Billing awareness and payment tracking – Understands basic billing principles and follows up on outstanding payments in a professional manner. 9.     Process completion and follow-through – Demonstrates responsibility in closing tasks, saving files, and preparing for the next service cycle. 10.  Administrative familiarity with tax/legal forms – Able to recognize key documents (e.g., T-slips, NOAs) and organize them appropriately. 11.  Experience with corporate records or document filing – Understands filing systems, data entry, and the importance of legal compliance. 12.  Proactive reporting and team contribution – Takes initiative, shares insights with leadership, and carries a high standard of professionalism.

 

Key Performance Measures

KPI	What is Measured	How it is Measured
1. File Delivery Coordination	Timely movement of files across workflow stages from engagement to delivery and beyond	iFirm workflow stages, Job Board status, and feedback from ATs/CMs regarding readiness and handoffs
2. PBC and Document Intake Accuracy	Completeness and organization of client documents before hand-off to technical staff	Review notes from ATs/CMs; instances of missing/incomplete PBC items; internal document tracking logs
3. Portal and Digital File Management	Proper setup, upload, and storage of client documents using firm systems	File accuracy in iFirm, compliance with CWC structure, timely lockdown, and CM/QCR feedback on document quality
4. Engagement and Signature Turnaround	Timely dispatch and return of engagement letters and signed documents	Tracked via Knuula and iFirm timelines; number of follow-ups needed; completeness of saved records
5. Client Communication Professionalism	Quality of interactions via phone, email, and in-office	Partner/CM feedback, internal review of messages, and client satisfaction reports
6. Workflow and Capacity Management	Ability to keep Job Boards current and proactively flag capacity issues	Accuracy of weekly Job Boards, timely roll-forwards, and GM/CM feedback on workload balance
7. Meeting and Office Readiness	Boardroom preparation, office cleanliness, and professionalism of client meetings	Partner/team feedback, meeting checklists, and audit logs of office readiness
8. E-filing and Closure Accuracy	Correct and timely e-filing, archiving, and next-year setup	CRA acknowledgements, file closure checklists, and completeness of CWC folders
9. Payment and Billing Support	Timely collection of prepayments and communication around billing status	Payment tracker logs, overdue flags, and Partner/CM feedback
10. Professional Development & Discretion	Ownership of tasks, initiative in solving problems, and upholding confidentiality	GM and Partner evaluations; initiative shown in reporting, task tracking, and professionalism

 

ORGANIZATIONAL RELATIONSHIPS

 

Reports to:

• Client Manager (CM): for workflow prioritization, task assignments, and client file coordination
• General Manager (GM): for office operations, scheduling systems, and capacity tracking
• Partners: for meeting coordination, client interactions, and firm-wide service standards

 

Internal Contacts:

• Accounting Technicians (ATs): for document readiness, PBC delivery, and workflow support
• Client Managers (CMs): for daily coordination of active files, client service requirements, and desk scheduling
• Quality Control Reviewer (QCR): for organizing final documents and ensuring e-filing and delivery completion
• Tax and Assurance Managers (TM/AM): for supporting file flow and scheduling in specialty engagements
• Other Client Excellence Coordinators: for shared task coordination, front desk coverage, and standardization of administrative processes

 

 Organizational Authority

Decisions Made:

• Day-to-day prioritization of administrative tasks within the desk
• Coordination of PBC document intake, client file logistics, and e-filing submissions
• Management of engagement letters, secure client communication, and iFirm workflow tracking
• Office opening/closing procedures, boardroom setup, and readiness for client-facing events

 

Decisions Referred:

• Client questions regarding fees, engagement scope, or timelines (to CM or Partner)
• Technical or compliance-related document concerns (to CM or QCR)
• Office capacity issues or scheduling conflicts (to GM)
• Escalations involving client service breakdowns or delays (to CM or GM)
• Access or privacy concerns involving client data (to GM or Partner)

 

General responsibilities ·        Serve as the first point of contact for all client interactions—answering phones, greeting visitors, and routing inquiries with professionalism and warmth to reflect Shajani CPA’s commitment to service excellence (CEC1) ·        Maintain a clean, organized, and welcoming office environment by managing daily opening/closing procedures, preparing boardrooms, and supporting a professional workspace atmosphere (CEC2) ·        Coordinate internal and external scheduling using iFirm, including assigning workflow to ATs and CMs, setting up client meetings, and supporting team capacity planning (CEC3) ·        Manage client portals by assisting with login issues, uploading and organizing files, ensuring privacy compliance, and supporting seamless digital communication (CEC4) ·        Send engagement letters through Knuula, track for completion, understand applicable engagement types (e.g., Compilation, Review), and save signed documents correctly in CWC (CEC5) ·        Draft and send Provided-By-Client (PBC) request emails with professionalism and clarity. Collect and verify all documents required to begin a file and follow up as needed (CEC6) ·        Maintain the desk’s Job Board to reflect current and upcoming client files, PBC status, and workflow priority. Coordinate desk meetings and record minutes to ensure task alignment (CEC7) ·        Collect client prepayments and follow up on payments post-service. Communicate fee expectations with clarity and escalate unpaid invoices as required (CEC8) ·        Support file closure by assembling final deliverables, uploading to iFirm or secure email, archiving documents to CWC, e-filing with CRA, and confirming completion with CMs and QCRs (CEC9) ·        Learn to recognize and request essential documents such as NOAs, T1 slips, GST filings, and shareholder agreements. Communicate requirements without providing advice (CEC10) ·        Assist with Alberta Registries and corporate filings—coordinating annual returns, director changes, and maintaining organized minute books for corporate clients (CEC11) ·        Prepare weekly Job Board reports and capacity updates to GM and Partners. Proactively flag bottlenecks, offer workflow suggestions, and demonstrate initiative in leading administrative service (CEC12) ·        Update client contact records and service profiles within iFirm to support efficient communications and ensure compliance with client confidentiality and anti-spam legislation ·        Monitor general inboxes, online chat, and reception lines, ensuring quick and courteous response to incoming client requests and inquiries ·        Support firm events, client appreciation activities, and internal celebrations by coordinating logistics and communicating with attendees ·        Collaborate with ATs and CMs to ensure readiness for file starts, including calendar bookings, PBC tracking, and service setup for the new year ·        Maintain and update shared templates, engagement tracking documents, and client onboarding kits for consistency and compliance ·        Participate actively in team meetings, training sessions, and feedback reviews—committing to continuous improvement and alignment with firm culture ·        Uphold Shajani CPA’s values of professionalism, humility, service excellence, and continuous learning in every client and team interaction ·        Deliver service in alignment with Shajani CPA’s 12 Service Standards, with professionalism, accuracy, and client care.

 

Acknowledgement

This job description has been designed to outline the general nature and level of work performed by the Client Excellence Coordinator. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the role.

Position title:                        Accounting Technician

Functional area:                   Fulfillment

Reports to:                            Quality Control Manager and General Manager

Salary:                                   Competitive

Employment Status:            Full-time

Date:                                       September                                                                        

 

At Shajani CPA, we are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises — and we are looking for exceptional team members who want to grow with us.

We are in search of high-performing, committed, and technically driven Accounting Technicians to help us deliver world-class professional services. As an integral part of our team, you will support Client Managers in preparing accurate and timely financial information while continuing to build your professional capabilities across all service lines.

At Shajani CPA, we are more than accountants —
“We ignite ambitions, build futures, and guide our clients toward lasting prosperity.”

You’ll be part of a dynamic firm driven by a shared commitment to:

• Excellence without compromise
• Fulfillment through purpose-driven work
• Innovation in every service we deliver
• A deep respect for the trust our clients place in us

As an Accounting Technician, you will work directly with Client Managers, support engagements, and gain hands-on exposure to bookkeeping, financial reporting, tax, and advisory files — all while learning and growing toward your CPA designation, if that’s your path.

We are a collaborative, high-performing team where:

• Accounting Technicians receive structured mentorship and training
• Quality and professionalism are non-negotiable
• Success is shared and celebrated
• Your development and future matter

If you are pursuing a career in accounting and want to work in a firm that prioritizes people, learning, and impact, we invite you to start your journey at Shajani CPA.

 

WHAT YOU’LL LEARN

As an Accounting Technician at Shajani CPA, you will progress from foundational execution to advanced professional judgment across all six core technical competencies in the CPA program. You will contribute meaningfully to real client files, build your technical strength, and deepen your leadership capacity — all while working in a Pre-Approved CPA Training Program designed for success.

 

Management Accounting (MA)

• MA1 – Reporting Systems: Maintain QBO for client books; build standard reporting packs; troubleshoot data flows.
• MA2 – Budgeting and Forecasting: Prepare client budgets and cash flow projections in Excel and Fathom.
• MA3 – Profitability Analysis: Prepare Profit Cents reports; assist in revenue/cost center benchmarking.
• MA4 – Performance Measurement: Build and deliver recurring performance dashboards for goal tracking and accountability.

Financial Reporting (FR)

• FR1 – Reporting Needs and Systems: Draft year-end schedules; assist in building engagement roadmaps and planning docs.
• FR2 – Accounting Policies and Transactions: Book complex AJE’s, post year-end accruals, amortizations, and account reconciliations.
• FR3 – Statement Preparation: Prepare ASPE-compliant financials and draft notes using firm templates in CaseWare.
• FR4 – Financial Statement Analysis: Analyze variances, prepare summary memos, and contribute insights to CM and Partner reviews.

Assurance (AA)

• AA1 – Internal Controls: Help document control environments, test walkthroughs, and PBC completeness for assurance engagements.
• AA2 – Assurance Planning: Prepare assurance lead sheets, TB imports, and assist in planning file structure in CaseWare.
• AA3 – Substantive Procedures: Perform basic audit procedures and analytics; prepare testing documentation for review files.

Taxation (TX)

• TX1 – Tax Legislation and Research: Summarize CRA publications; help document tax positions for T1 and T2 planning files.
• TX2 – Tax Compliance: Input data into tax software; help prepare personal and corporate tax filings, GST returns, and schedules.
• TX3 – Tax Planning: Support remuneration strategies, tax deferral plans, and pre-year-end projections under CM guidance.

Finance (FN)

• FN1 – Financial Planning: Help gather financial data and prepare reports for client lending packages and investor updates.
• FN2 – Treasury and Cash Flow: Reconcile bank accounts, identify liquidity needs, and support budgeting exercises.
• FN3 – Capital Budgeting: Assist with fixed asset tracking, ROI projections, and spreadsheet modeling for internal use.

Strategy & Governance (SG)

• SG1 – Governance Foundations: Maintain client profiles, board records, and key business information (minute books, directors, shareholders).
• SG2 – Strategic Implementation: Help track progress from GAP meetings, identify reporting gaps, and align file goals with client mission.
• SG3 – Risk and Governance Oversight: Ensure proper client documentation and controls are in place to support business decisions.

 

POSITION OBJECTIVE

The primary role of the Accounting Technician at Shajani CPA is to contribute to the firm’s success by supporting the preparation of high-quality financial information, maintaining operational excellence, and building the technical foundation necessary for a thriving career in professional services.

The Accounting Technician works closely with Client Managers to assist in the preparation of working papers, financial statements, bookkeeping, and tax filings. They ensure that time, accuracy, and quality standards are consistently met, while gaining practical experience across a variety of engagements.

A successful Accounting Technician combines technical precision, a strong work ethic, and a commitment to continual learning — proactively developing their skills, embracing feedback, and contributing to Shajani CPA’s tradition of excellence in serving family-owned enterprises.

 

Qualifications:

Post-secondary diploma or degree in Accounting, Business, Finance, or a related field (completed or in progress)

Intention to pursue or enrollment in the CPA designation is preferred

Commitment to professional development and lifelong learning

 

Knowledge, Skills & Experience (Essential):

Foundational knowledge of accounting principles, bookkeeping, and financial reporting

Experience or familiarity with QuickBooks Online (QBO), CaseWare, and Microsoft Office Suite (Excel, Word, Outlook)

High personal integrity, ability to maintain confidentiality

Strong attention to detail and technical accuracy

Ability to organize, prioritize, and meet deadlines

Strong teamwork and interpersonal skills

Proactive learner, open to coaching and mentorship

 

Knowledge, Skills & Experience (Desirable):

Previous public practice experience (co-op, internship, or full-time)

Experience with T1, T2, T3 preparation, GST/HST filings, or payroll

Understanding of ASPE, CSRS 4200, or assurance engagements

Familiarity with Fathom, Profit Cents, or management reporting tools

 

Leadership Attributes

Professionalism: Demonstrates a professional demeanor, reliability, and accountability in all tasks.

Initiative: Proactively seeks opportunities to learn and contribute to the team.

Collaboration: Works effectively within a team environment, supporting colleagues and contributing to a positive workplace culture.

Adaptability: Shows flexibility in adapting to new challenges and changing priorities.

Commitment to Excellence: Strives for high-quality work and continuous improvement in performance.

 

COMPETENCIES REQUIRED

Management Accounting (MA)	MA1 – Management Reporting Systems: Administer monthly bookkeeping in QBO and deliver reports. MA2 – Planning, Budgeting, Forecasting: Administer and deliver data reports using Fathom. MA3 – Cost, Revenue, and Profitability Management: Input data into Profit Cents and identify trends in cost and revenue. MA4 – Performance Measurement: Use Profit Cents or Fathom to generate performance reports.
Financial Reporting (FR)	FR1 – Reporting Needs and Systems: Send initial and subsequent year-end PBC requests to clients. FR2 – Accounting Policies and Transactions: Upload TB and GL to CaseWare Cloud and begin Section 2500. FR3 – Statement Preparation: Assist in preparing, sending, and tracking signed year-end packages. FR4 – Financial Statement Analysis: Enter financial data into Profit Cents or Fathom to support reporting
Taxation (TX)	TX1 – Income Tax Legislation and Research: Identify and prepare documentation for basic compliance engagements. TX2 – Corporate and Personal Tax Compliance: Roll forward personal tax files and schedule PBC requests. TX3 – Tax Planning Fundamentals: Help organize planning files and assist in documentation for engagements.
Finance (FN)	FN1 – Financial Planning and Analysis: Assist with investment data entry and organize client financials for review. FN2 – Treasury and Cash Flow: Identify potential Retirement and Estate Planning candidates through file review. FN3 – Capital Budgeting and Valuation: Gather key financial data for valuation support and update engagement folders.
Assurance (AA)	AA1 – Internal Control and PBC: Identify and request PBC documents for review and audit files. AA2 – Assurance Needs and Planning: Upload TB and GL and analyze year-over-year account variances. AA3 – Substantive Procedures: Assist in saving all documentation and preparing CaseWare files for assurance engagements.

 

Key Performance Measures

KPI	What is Measured	How it is Measured
1. File Completion Timeliness	Completing assigned components of client files within firm deadlines	Tracked in iFirm by comparing assigned tasks to target dates
2. Workflow Efficiency Contribution	Saving time for CMs by preparing accurate and complete preliminary work	CM and QCR feedback; time savings tracked through desk Job Boards and AHR calculations
3. Technical Accuracy and File Quality	Accuracy of bookkeeping, working papers, and reconciliations submitted	QCR review notes: number of corrections required before finalization
4. Training Engagement and Progression	Proactive participation in internal training and self-development efforts in addition to progressing through CPA modules	Mentor and CM feedback; progression through CPA practical experience levels (Level 0 to Level 2)
5. Desk Collaboration and Responsiveness	Clear communication with CECs, CMs, and ATs to support coordinated workflow	Feedback from desk team, QCRM and GM; responsiveness tracked through internal logs and file updates

 

ORGANIZATIONAL RELATIONSHIPS

Reports to:

• Client Manager (CM) – for daily workflow supervision, performance feedback, and engagement assignments
• Client Excellence Coordinator (CEC) – for document organization, task readiness, and file logistics
• Quality Control Reviewer (QCR) – for technical review and feedback on accuracy of completed work
• General Manager (GM) – for scheduling, capacity management, and overall firm support

 

Internal Contacts:

• Client Managers and Partners
• Accounting Technicians
• Client Excellence Coordinators
• Tax and Assurance Managers
• QCR and GM

 

Organizational Authority:

• Decisions Made: Completion of assigned tasks; prioritizing file components based on direction from CM/CEC
• Decisions Referred: Any engagement changes, technical uncertainties, or scheduling concerns

 

Decisions Referred:

• Any client-facing communications (to CM or CEC)
• Technical questions or file assumptions (to CM or QCRM)
• Engagement scope, deadlines, or deliverable modifications (to CM or QCR)
• Performance or learning concerns (to Program Manager or GM)

 

General responsibilities   ·        Maintain monthly bookkeeping using QuickBooks Online (QBO), ensuring all bank, credit card, and loan transactions are accurately categorized and reconciled. Assist in the preparation of cash flow and management reporting packages. ·        Administer and update data in Fathom for management reporting. Generate KPI dashboards and monthly performance summaries as scheduled by CMs. ·        Prepare annual Profit Cents reports by inputting financial data. Assist in identifying revenue trends, cost centers, and potential efficiency gains. ·        Contribute to performance measurement by maintaining financial dashboards and assisting CMs with business review reports for goal setting and accountability. ·        Send and track PBC requests. Confirm all required documents are collected and saved appropriately before the file is initiated. ·        Prepare lead sheets and input trial balances into CaseWare. Record adjusting journal entries (AJE) as reviewed by CMs. Document source materials in the working papers. ·        Assist in the preparation of financial statements under ASPE, including statement formatting, balance checks, and basic note drafting using templates. ·        Perform financial statement comparisons and variance tracking. Use tools like Fathom or Excel to support analysis required by CMs for their reviews. ·        Gather tax-related documentation (e.g., T-slips, payroll summaries, shareholder loans) to support accurate tax return preparation. ·        Enter data into tax software for T1, T2, and GST/HST filings. Ensure all supporting documents are filed accurately and forms are completed under guidance. ·        Assist in administering shareholder remuneration planning summaries and calculations based on CM direction. ·        Maintain spreadsheets and reports for client investment tracking and financial ratio analysis. Support monthly and annual cash flow projections. ·        Help reconcile bank loan schedules and identify discrepancies. Track interest payments and principal balances in QBO and financial reports. ·        Assist with gathering data required for capital budgeting exercises, financing applications, and strategic planning documents. ·        Support the planning stage of review and audit engagements by organizing internal control documentation and risk assessment forms. ·        Input client data into CaseWare for assurance engagements. Track and follow up on outstanding confirmations and PBC items. ·        Assist in executing basic substantive procedures and analytical reviews under CM supervision. ·        Help document client vision and mission from GAP meetings and ensure it is incorporated into planning documentation. ·        Track strategic goals as communicated during client planning sessions and help update Fathom reporting. ·        Support documentation related to enterprise risk assessments and governance evaluations. ·        Work collaboratively with CECs to ensure complete and timely PBC collection and file scheduling. ·        Maintain file integrity in iFirm and CaseWare Cloud by consistently updating workflow statuses, naming conventions, and document saving protocols. ·        Ensure all final documents are saved to the appropriate client folders, including signed engagement letters, authorization forms, and financials. ·        Attend weekly desk meetings and maintain a personal Job Board for visibility and accountability. ·        Support professional development by attending firm training sessions and participating in mentorship reviews. ·        Demonstrate strong time management skills by balancing multiple files while maintaining quality. ·        Actively seek feedback from CMs and QCRs to improve technical and professional performance. ·        Deliver service in alignment with Shajani CPA’s 12 Service Standards, with professionalism, accuracy, and client care.

Acknowledgement

This job description has been designed to indicate the general nature and level of work performed by the accounting intern within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the role.

Position title:                        Controller

Functional area:                   Internal Finance and Operations

Reports to:                            Quality Control Manager and General Manager

Salary:                                   Competitive

Employment Status:           Full-time

Date:                                      Now                                                                                   

 

At Shajani CPA, we are more than accountants —
We ignite ambitions, build futures, and guide our clients toward lasting prosperity.

We are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises, and we’re looking for an exceptional Controller to lead and optimize our internal financial operations with the same care and precision we bring to our clients.

This role blends the technical excellence of an Accounting Technician, the coordination strengths of a Client Excellence Coordinator, and the strategic oversight of a Client Manager — making it ideal for a systems-minded finance professional who is eager to lead from within.

As Controller, you will be entrusted with ensuring timely, accurate, and actionable financial reporting for Shajani CPA and its related entities. Your work will empower the leadership team to make strategic decisions with confidence. You will manage everything from day-to-day bookkeeping, payroll, and compliance to automated financial systems, WIP tracking, and performance dashboards that fuel firm-wide success.

You’ll be part of a dynamic, values-driven team united by a commitment to:
• Excellence without compromise
• Fulfillment through purpose-driven work
• Innovation in every service we deliver
• A deep respect for the trust our clients place in us

If you’re ready to play a key role in the engine room of a forward-thinking firm — bringing structure, insight, and innovation to everything you touch — then this is your opportunity to build something extraordinary from the inside out.

 

What You’ll Do

Daily / Ongoing Responsibilities
• Own and manage all bookkeeping, AP, AR, and payroll functions for Shajani CPA and related entities in QBO
• Ensure receivables are collected and prepayments received before work begins; maintain proactive billing oversight
• Respond to bookkeeping and QBO questions from the internal team; support Accounting Technicians as the in-house QBO expert
• Maintain clean digital systems in QBO, iFirm, and shared drives—ensure documentation and databases are organized and accurate
• Manage firm QBO accounts for clients, ensuring standardization, automation, and proper delegation to staff

 

Weekly Responsibilities
• Review WIP in iFirm; ensure accurate billing and assist in WIP reconciliation and closure
• Prepare weekly management reporting and performance dashboards using Fathom and Excel
• Process payroll accurately and in accordance with employment contracts; manage overtime approvals and reimbursement procedures
• Maintain internal cash flow forecasts, bank reconciliations, and automate recurring bill payments where possible

 

Monthly Responsibilities
• Prepare full monthly management reporting packages for leadership, including KPIs, utilization, budget to actuals, and financial performance
• Develop and maintain monthly firm-wide dashboards in Fathom to support decision-making
• Administer government remittances (GST, payroll source deductions, etc.) and ensure compliance with all filing and payment deadlines
• Ensure HR files are current and complete, including contracts, job offers, performance reviews, and leave tracking

 

Quarterly / Annual Responsibilities
• Keep internal registers, corporate minutes, and registry filings current and compliant with corporate requirements

• Lead automation efforts across bookkeeping, reporting, AP, AR, and payroll to streamline administrative functions
  • Preparation of year-end financial statements in compilation format and corporate tax returns (T2, T4, T5) for all internal entities
• Preparation of annual budgets with supporting documentation

 

POSITION OBJECTIVE

The Controller is responsible for overseeing the internal financial health and operational efficiency of Shajani CPA and its related entities. This includes full-cycle bookkeeping, financial reporting, payroll administration, internal controls, and compliance. The Controller is expected to maintain accurate, timely financial records while proactively identifying opportunities for process improvement and automation.

This position is key to ensuring leadership has the information and infrastructure required to make informed, strategic decisions and to run an efficient, high-performing firm.

A successful Accounting Technician combines technical precision, a strong work ethic, and a commitment to continual learning — proactively developing their skills, embracing feedback, and contributing to Shajani CPA’s tradition of excellence in serving family-owned enterprises.

 

Qualifications

• Advanced accounting diploma/degree or higher
• Minimum 3–5 years of experience in a full-cycle accounting or controllership role
• Strong working knowledge of QuickBooks Online and Excel; CaseWare and iFirm experience an asset
• Prior experience in internal financial reporting, payroll, and regulatory compliance
• Demonstrated ability to build and improve internal systems and processes

 

Knowledge, Skills & Experience (Essential)

• Expert proficiency in QBO and comfort training others in its use
• Strong understanding of internal controls, financial processes, and tax compliance
• Ability to manage multiple internal accounts/entities with precision
• Excellent organizational and time management skills
• Discretion and integrity in handling sensitive financial and HR data
• Strong communication and collaboration skills to support internal teams

 

Knowledge, Skills & Experience (Desirable)

• Familiarity with professional services environments (accounting, legal, consulting)
• Experience supporting HR functions (onboarding, contracts, compliance)
• Proficiency with Fathom or other reporting/dashboard tools
• Experience with cash flow forecasting and budgeting tools

 

COMPETENCIES REQUIRED

Management Accounting (MA)	MA1 – Reporting Systems: Maintain QBO for client books; build standard reporting packs; troubleshoot data flows. MA2 – Budgeting and Forecasting: Prepare client budgets and cash flow projections in Excel and Fathom. MA3 – Profitability Analysis: Prepare Profit Cents reports; assist in revenue/cost center benchmarking. MA4 – Performance Measurement: Build and deliver recurring performance dashboards for goal tracking and accountability.
Financial Reporting (FR)	FR1 – Reporting Needs and Systems: Draft year-end schedules; assist in building engagement roadmaps and planning docs. FR2 – Accounting Policies and Transactions: Book complex AJE’s, post year-end accruals, amortizations, and account reconciliations. FR3 – Statement Preparation: Prepare ASPE-compliant financials and draft notes using firm templates in CaseWare. FR4 – Financial Statement Analysis: Analyze variances, prepare summary memos, and contribute insights to CM and Partner reviews.
Taxation (TX)	TX2 – Tax Compliance: Input data into tax software; help prepare personal and corporate tax filings, GST returns, and schedules.
Finance (FN)	FN1 – Financial Planning: Help gather financial data and prepare reports for client lending packages and investor updates. FN2 – Treasury and Cash Flow: Reconcile bank accounts, identify liquidity needs, and support budgeting exercises. FN3 – Capital Budgeting: Assist with fixed asset tracking, ROI projections, and spreadsheet modeling for internal use.
Assurance (AA)	AA1 – Internal Controls: Help document control environments, test walkthroughs, and PBC completeness for assurance engagements. AA2 – Assurance Planning: Prepare assurance lead sheets, TB imports, and assist in planning file structure in CaseWare. AA3 – Substantive Procedures: Perform basic audit procedures and analytics; prepare testing documentation for review files.

 

Client Excellence Coordinator (CEC)

CEC1 – Client Communication and First Impressions Demonstrates professionalism, warmth, and precision in every team interaction, in person and by phone.CEC2 – Office Presentation and Atmosphere Management Maintains a welcoming, organized office and supports leadership meeting readiness with care and consistency. CEC3 – Scheduling and Capacity Management Manages calendars, meeting bookings, and timely reporting. CEC4 – Client Portal and Digital File Management Facilitates leadership access to reporting and properly organizes digital documents, apps, and report presentation. CEC5 – Engagement Letters and E-signatures Understands documentation requirements and manages e-signature workflows, ensuring that signed documents are stored correctly. CEC6 – PBC Requests and Document Intake Prepares accurate PBC documents, verifies completeness of documents, and ensures readiness for technical audits. CEC7 – Desk Management and Workflow Coordination Monitors file progress, maintains active Job Board accuracy, and supports desk efficiency through weekly updates. CEC8 – Payments and Client Billing Coordination Records prepayments, tracks outstanding invoices, and supports client understanding of billing with clarity. CEC9 – File Closure, Lockdown, and Delivery Ensures secure and timely file delivery, document archiving, e-filing, and next-year setup are completed properly. CEC10 – Legal and Tax Document Understanding Recognizes and organizes key legal and tax documents, communicating anomalies clearly and confidently.  CEC11 – Alberta Registries and Minute Book Management Submits registry filings, maintains corporate records, and supports director/shareholder updates with precision.   CEC12 – Leadership, Reporting, and Professionalism Demonstrates initiative, discretion, and ownership in providing workflow insights, weekly reporting, and leadership presence.

 

 

 

Key Performance Measures

KPI	What is Measured	How it is Measured
1. Internal Books Accuracy	Automation and Accuracy of bookkeeping and reconciliations	Monthly internal reviews and reconciliation logs across QBO and bank accounts
2. Timely Payroll & Tax Filings	On-time payroll, GST, tax filings for all entities	Checklist-based deadline tracking; late filing reports
3. Receivables Collection	AR collection and follow-up effectiveness	Weekly AR aging review; % collected prior to service delivery
4. Billing & WIP Capture	Accuracy of invoicing and WIP tracking in iFirm	iFirm WIP and billing audit trail; reconciliation and GM feedback
5. Monthly Reporting Delivery	Timely submission of monthly Fathom and Excel reports	Reporting calendar and delivery confirmations from GM and Partners
6. Automation Implementation	Progress on automating AP, AR, and reporting functions	Projects tracked and completed in monthly Controller updates
7. File and Data Cleanliness	Digital system integrity across QBO, iFirm, and shared drives	Periodic spot checks and GM review; system audit results
8. Team Support Responsiveness	Timely support to ATs and internal teams on QBO and bookkeeping	Internal feedback logs and response tracking

 

ORGANIZATIONAL RELATIONSHIPS

Reports To:

• General Manager (GM): For internal finance reporting, process improvement, and team support
• Quality Control Reviewer (QCR): For technical review of financial statements and tax returns for internal entities

 

Internal Contacts:

• Partners and Executive Leadership
• Accounting Technicians (support and training)
• Client Managers (AR coordination and WIP)
• Client Excellence Coordinators (AP, filing, document control)
• Tax and Assurance Managers (internal compliance)
• HR and Admin teams

 

Organizational Authority:

• Decisions Made: Daily AR/AP execution, payroll, internal process improvement
• Decisions Referred: Significant financial or operational policy changes, strategic allocations, hiring/disciplinary actions

General responsibilities ·        Maintain full-cycle bookkeeping for all Shajani CPA related entities using QuickBooks Online (QBO), ensuring accurate categorization, reconciliation, and real-time accuracy of bank, credit card, and loan transactions. ·        Monitor and manage accounts receivable and accounts payable processes; ensure prepayments are received before work begins and vendor payments are timely and accurate. ·        Prepare, issue, and track invoices across all revenue streams; follow up on outstanding receivables and maintain clear documentation of client billing and payment history. ·        Review weekly WIP reports in iFirm; ensure accurate WIP tracking, proper engagement setup, billing status, and timely closure of completed files. ·        Automate bill payments and reconciliation processes where possible using Hubdoc, QBO, and connected banking tools. ·        Own and administer payroll for all staff and contractors, including processing biweekly payroll, issuing ROEs, tracking overtime approvals, calculating reimbursements, and reconciling to employment contracts. ·        Maintain and update HR records including signed contracts, job offers, annual performance reviews, T2200 forms, and vacation/sick leave tracking. ·        Keep corporate records, minute books, internal resolutions, and registry filings (federal and Alberta) current, accurate, and compliant. ·        Prepare weekly and monthly internal reporting packages using Fathom, Excel, and other tools; include KPI dashboards, cash flow summaries, productivity/utilization reports, and variance commentary. ·        Develop and maintain internal financial dashboards to assist the leadership team in real-time decision-making and strategic planning. ·        Ensure completion of GST/HST, payroll remittances, T4s, T5s, and corporate T2 filings for internal entities, working with the Tax Manager and QCRM for final review and sign-off. ·        Support preparation of year-end financial statements under ASPE, including trial balance adjustments, working paper creation, note disclosures, and tax planning. ·        Serve as the primary internal expert for QBO usage across the firm; provide guidance and support to Accounting Technicians and team on system best practices, troubleshooting, and automation. ·        Maintain clean and accurate systems in QBO, iFirm, CaseWare, and shared drives; enforce naming conventions, electronic file integrity, and version control protocols. ·        Standardize bookkeeping and automation across internal and assigned client QBO accounts; delegate work effectively to junior team members. ·        Coordinate with Client Excellence Coordinators to align capacity planning, workflow tracking, and administrative needs with financial priorities. ·        Lead internal finance and operations meetings to provide updates on receivables, payables, cash flow, and payroll. ·        Support annual budgeting and forecasting processes by consolidating data, generating assumptions, and preparing comparison reports. ·        Collaborate with the General Manager and QCRM to improve internal operational systems, reduce manual work, and identify opportunities for automation. ·        Ensure adherence to all Shajani CPA compliance policies and 12 Service Standards in all internal processes and reporting. ·        Demonstrate leadership through proactive ownership of the firm’s internal financial function, identifying and resolving bottlenecks and maintaining high-quality output. ·        Continuously improve systems and processes through technology adoption, process documentation, and staff training. ·        Deliver service in alignment with Shajani CPA’s 12 Service Standards, with professionalism, accuracy, and client care.

 

Acknowledgement

This job description has been designed to indicate the general nature and level of work performed by the controller within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the role.

Shajani CPA is seeking a Commissioned Sales Representative to help drive business growth and expand our client base. This role is ideal for an entrepreneurial, results-oriented professional who thrives on building relationships and identifying new business opportunities. As a key member of our team, you will represent Shajani CPA’s exceptional accounting and financial services to prospective clients, while fostering trust and transparency. This role offers flexibility to work remotely or in a hybrid arrangement, allowing you to tailor your work environment to your success.

What You Will Do

Client Acquisition & Relationship Building

• Identify and pursue new client opportunities across Calgary, Edmonton, Red Deer, & Nationally
• Develop strong relationships with prospective clients by understanding their unique financial and tax needs.
• Represent Shajani CPA with professionalism, embodying our core values of trust, integrity, and transparency.

Business Development

• Collaborate with Partners and internal teams to promote Shajani CPA’s services and solutions.
• Leverage your network and create new business opportunities through strategic outreach, networking events, and referrals.

Sales Strategy

• Develop and implement a sales plan to achieve monthly and quarterly targets.
• Present tailored solutions to clients that address their accounting, tax, and financial advisory needs.

Client Onboarding

• Work closely with internal teams to ensure a smooth transition for new clients, delivering exceptional experience from initial contact to handing off leads to Partners.

 

What You Bring to the Role

Experience & Knowledge

• Proven success in a commissioned sales role, preferably in professional services, accounting, or financial advisory.
• An understanding of accounting, tax, or financial services is an asset, but not required.

Skills

• Strong communication and interpersonal skills, with the ability to build rapport and trust quickly.
• Self-motivated and entrepreneurial mindset with a high level of initiative.
• Exceptional time management and organizational skills to manage multiple opportunities simultaneously.

Mindset

• A passion for helping clients solve problems and achieve their financial goals.
• Financially Motivated to achieve results
• Commitment to professional and client service excellence.

Who We Are

We are a team of professionally designated accountants, advisors, dedicated staff, and professional consultants with a holistic approach to accounting; servicing Calgary, Edmonton, Red Deer, and expanding globally through our partnership with Russell Bedford International.

We believe in the value of relationships, not only with our clients but also within our team. We view every client relationship like a partnership and truly believe our success is a result of our commitment to this value.

Our Values include professional will and personal humility – in both work and in life. We aim to continue building a collaborative industry leading corporate culture directed by a self-motivated team that values precision, accuracy and efficiency, and a disciplined approach to its work.

Our firm was established in 1984 with the goal of providing clients customized financial accounting, assurance, and tax services. We’re committed to providing close, personal attention to our clients and have since expanded our offerings to provide them with comprehensive financial and tax solutions.

Our clients have the piece of mind knowing they are in the best hands, this is backed by our team’s advanced training, technical experience, and financial acumen. We stay on top of our business through continued investment in time and resources including professional continuing education, state-of-the-art computer technology and forging strong business partnerships within our centers of influence

Shajani CPA is a proud equal opportunities employer, and we are committed to creating a respectful, inclusive workplace that allows all of our people to reach their full potential. We welcome all qualified candidates to apply and hope you will choose Shajani CPA as your employer of choice.

 

What do we offer?

If you are a self-starter with a passion for sales and relationship building, we encourage you to apply. Join Shajani CPA and help us continue our mission of delivering exceptional client service while growing your career.

As well as being part of a talented team, our benefits include:

• Competitive commission structure
• Remote and Hybrid flexible working arrangement
• Annual and quarterly team events
• Regular training sessions and professional development opportunities

For general recruitment-related inquiries, please contact marketing@shajani.ca

Position title: Marketing Manager
Functional area: Marketing and Communications
Reports to: General Manager and Managing Partner
Salary: Competitive
Employment Status: Full-time
Date: Now

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Work with us

At Shajani CPA, we are more than accountants —
We ignite ambitions, build futures, and guide our clients toward lasting prosperity.

We are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises, and we’re looking for an exceptional Marketing Manager to shape, strengthen, and scale our brand presence.

This role blends the creativity of a content strategist, the precision of a project manager, and the business acumen of a growth marketer. You’ll lead the design and execution of our marketing strategy across digital platforms, print, community events, and referral channels.

As Marketing Manager, you will be entrusted with telling our story — crafting compelling campaigns, positioning our service offerings, and supporting the firm’s growth by connecting with the right audience in the right way at the right time.

You’ll be part of a team committed to:

• Excellence without compromise

• Fulfillment through purpose-driven work

• Innovation in every service we deliver

• A deep respect for the trust our clients place in us

If you’re a marketer with a passion for storytelling, systems, and strategy — and you thrive in a values-driven, entrepreneurial environment — this is your opportunity to leave your mark and grow with a firm that’s redefining what’s possible in professional services.

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What You’ll Do

• Manage brand integrity across all platforms (website, social media, print, internal and external materials)

• Coordinate and publish content including blog posts, videos, social media updates, and newsletters

• Ensure consistent brand voice and visual identity in all marketing outputs

• Monitor campaign performance across all channels and track engagement metrics

Weekly Responsibilities

• Plan and publish weekly social media calendars and email campaigns

• Manage content pipeline and editorial calendar in collaboration with leadership

• Coordinate with designers, contractors, and vendors to produce marketing materials

• Update and maintain website pages, forms, and blog posts using CMS tools

• Review analytics and adjust strategies based on performance data

Monthly Responsibilities

• Create and present marketing performance reports to leadership (web traffic, conversions, engagement)

• Execute paid digital advertising campaigns (Google Ads, LinkedIn, Meta)

• Organize webinars, community sponsorships, or industry event participation

• Support internal communications and culture initiatives through storytelling and visual media

Quarterly / Annual Responsibilities

• Develop quarterly marketing plans aligned with firm strategic goals

• Lead branding initiatives, campaign planning, and cross-functional marketing projects

• Manage marketing budget and vendor relationships

• Assist with client surveys, feedback loops, and testimonials

• Conduct market research to refine messaging and discover new opportunities

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POSITION OBJECTIVE

The Marketing Manager is responsible for leading the brand strategy, content development, and external communication of Shajani CPA. This includes managing digital and print marketing, advertising campaigns, public relations, and internal promotional initiatives to support firm growth and client engagement.

The Marketing Manager is expected to position the firm as a leader in the accounting and advisory space — delivering engaging content and building strong relationships through value-driven messaging and consistent brand presentation.

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Position Specification

• Post-secondary degree or diploma in marketing, communications, or a related field

• 5+ years of marketing experience in professional services or a related B2B environment

• Experience in content creation, campaign management, and analytics

• Familiarity with CMS platforms, CRM tools, and social scheduling platforms

• Portfolio demonstrating campaign execution and storytelling ability

Knowledge, Skills & Experience (Essential)

• Strong writing, editing, and storytelling skills

• Proficiency with tools like Canva, Mailchimp, Meta Ads Manager, Google Analytics, and WordPress

• Understanding of SEO, SEM, and inbound marketing principles

• Eye for visual branding and consistent presentation

• Strong project management skills and attention to detail

Knowledge, Skills & Experience (Desirable)

• Experience in a CPA, legal, or consulting environment

• Familiarity with HubSpot, Google Ads, and Adobe Creative Suite

• Event planning, PR, or sponsorship experience

• Basic video editing or podcast production skills

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COMPETENCIES REQUIRED

Content Strategy & Creation (CSC)

• Managing editorial calendar and campaign timelines

• Writing and designing marketing collateral

• Publishing and maintaining content on digital platforms

Brand Development & Awareness (BDA)

• Positioning the firm and its services for visibility and impact

• Ensuring visual and verbal consistency across channels

• Building awareness through earned, owned, and paid media

Marketing Analytics & Optimization (MAO)

• Measuring performance of campaigns

• Identifying insights and optimization opportunities

• Supporting leadership with marketing KPIs and reporting

Cross-Functional Collaboration (CFC)

• Aligning marketing with business goals and operational timelines

• Supporting service line leaders and HR with promotional materials

• Coordinating internal communication campaigns

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Key Performance Measures

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Organizational Relationships / Authority

Reports To:
General Manager (campaign planning, budget, and team support)
Managing Partner (brand messaging, strategic initiatives)

Internal Contacts:
Client Excellence Team
Accounting and Advisory Leads
Human Resources and Admin
External contractors (designers, printers, digital advertisers)

Organizational Authority:
Decisions Made:

• Campaign development, content scheduling, and vendor coordination

• Website and social media updates, ad spend within budget

Decisions Referred:

• Brand pivots, major PR or advertising initiatives

• Strategic investments, new platforms or tools

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General Responsibilities

• Develop and implement multi-channel marketing strategies that position Shajani CPA as a trusted advisor to family-owned businesses

• Manage social media accounts, content creation, and client-facing communication

• Coordinate with designers, writers, and web developers to produce engaging assets

• Monitor performance data and adapt strategies to maximize effectiveness

• Lead initiatives for brand positioning, market presence, and thought leadership

• Support recruitment and culture-building campaigns with HR and leadership

• Create branded templates, documents, and internal promotional tools

• Maintain strong communication with department heads to ensure alignment between marketing and business needs

• Demonstrate innovation, creativity, and strategic thinking in every campaign

• Champion our values through messaging that reflects integrity, trust, and impact

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Acknowledgement

This job description is intended to convey the general scope and expectations of the Marketing Manager role at Shajani CPA. It may be refined over time to reflect changing organizational needs and marketing priorities.

Position title: General ManagerFunctional area: Executive Leadership
Reports to: Managing Partner
Salary: Competitive
Employment Status: Full-time
Date: Now

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Work with us

At Shajani CPA, we are more than accountants —
We ignite ambitions, build futures, and guide our clients toward lasting prosperity.

We are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises, and we’re looking for an exceptional General Manager to lead our internal operations, align cross-functional teams, and drive strategic execution across the firm.

This pivotal role is ideal for a high-capacity operations leader with a strong background in professional services, a passion for systems thinking, and a dedication to building great teams and great processes.

As General Manager, you will work alongside the Managing Partner and department heads to translate vision into action — streamlining internal operations, improving performance, and ensuring all departments function at their highest potential. You’ll act as the central orchestrator of internal excellence, proactively removing roadblocks, improving systems, and mentoring team leads across Finance, HR, Client Services, and Operations.

You’ll be part of a values-driven team committed to:

• Excellence without compromise

• Fulfillment through purpose-driven work

• Innovation in every service we deliver

• A deep respect for the trust our clients place in us

If you’re ready to lead from the heart of a dynamic, fast-growing firm — and you thrive on creating clarity, building capability, and delivering results — then this is your opportunity to shape the future of Shajani CPA.

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What You’ll Do

• Provide day-to-day oversight across internal departments, ensuring alignment with firm-wide priorities

• Monitor team capacity and workflow; remove bottlenecks and escalate issues as needed

• Lead internal leadership meetings; track initiatives, action items, and KPIs

• Serve as the first point of contact for operational concerns from staff and department leads

• Act as liaison between Managing Partner and department heads to ensure clear communication

Weekly Responsibilities

• Review key performance dashboards across finance, HR, client operations, and service delivery

• Coordinate weekly workflow planning sessions with department leads

• Provide coaching and support to team leads; address performance or morale issues proactively

• Update the Managing Partner on firm-wide performance, risks, and opportunities

Monthly Responsibilities

• Drive monthly reporting cycles: financials, KPIs, client metrics, and staff utilization

• Oversee monthly billing, receivables, and WIP meetings; ensure timely invoicing and collections

• Lead monthly HR touchpoints: reviews, recruitment, onboarding, and offboarding updates

• Evaluate firm-wide technology usage; recommend improvements to increase efficiency

Quarterly / Annual Responsibilities

• Coordinate quarterly strategic planning sessions and annual performance reviews

• Collaborate with department heads to build and manage budgets

• Lead internal process audits and service standard reviews

• Report quarterly firm performance to Partners; track OKRs and annual goals

• Support preparation of the annual firm retreat and all-staff meetings

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POSITION OBJECTIVE

The General Manager is responsible for operational leadership at Shajani CPA — ensuring that the internal functions of the firm are optimized for performance, consistency, and growth. The GM oversees team alignment, resource allocation, internal communications, and strategic execution.

This role is integral to ensuring the firm meets its service standards, financial targets, and strategic goals. The GM is a key leader who embodies our core values while equipping the firm to serve our clients with excellence.

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Position Specification

• Post-secondary education in business, accounting, or organizational leadership

• 7+ years in a senior operations, general management, or leadership role

• Experience in a professional services environment (accounting, legal, consulting) preferred

• Proven track record in managing cross-functional teams and improving operational performance

• Familiarity with financial statements, budgeting, and KPI reporting

Knowledge, Skills & Experience (Essential)

• Strong leadership and team-building skills

• Operational systems thinking and problem-solving capability

• Excellent communication, conflict resolution, and change management abilities

• High degree of professionalism, integrity, and discretion

• Comfort with workflow tools and systems (i.e., QBO, iFirm, Fathom, MS Office Suite)

Knowledge, Skills & Experience (Desirable)

• Experience in human resources oversight and employment law basics

• Proficiency in process documentation and implementation

• Experience scaling operations in a growing firm

• Familiarity with customer experience strategy and client success metrics

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COMPETENCIES REQUIRED

Leadership and Organizational Management (LOM)

• Managing internal teams and departments

• Developing operational plans, policies, and workflows

• Coaching and supporting department leaders

• Tracking organizational performance

Financial and Strategic Oversight (FSO)

• Monitoring firm-wide financial health

• Aligning operations with strategic goals

• Budgeting, forecasting, and performance tracking

• Ensuring execution of key initiatives

Human Resource Support (HR)

• Overseeing recruitment and onboarding

• Supporting staff development and performance reviews

• Managing HR records, policies, and compliance

Client Experience & Service Standards (CX)

• Ensuring service delivery meets firm standards

• Monitoring client satisfaction indicators

• Supporting client-facing teams in capacity planning

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Key Performance Measures

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Organizational Relationships / Authority

Reports To:
Managing Partner (for strategic alignment, operational updates, and performance oversight)

Internal Contacts:
Department Heads
Client Excellence Coordinators
Finance and Tax Teams
HR and Admin Staff

Organizational Authority:
Decisions Made:

• Day-to-day operations and personnel oversight

• Workflow planning, team assignments, and internal system improvements

Decisions Referred:

• Strategic firm direction and policy changes

• Partner-level financial decisions and hiring approvals

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General Responsibilities

• Coordinate, lead, and support all operational departments of the firm

• Monitor firm capacity, client workflow, and staffing allocations

• Manage all-staff communications and ensure cultural alignment with firm values

• Support employee onboarding, training, and performance development

• Collaborate with the Controller and Finance team on budgeting and cash flow

• Champion technology adoption and process improvement

• Lead by example — modeling Shajani CPA’s 12 Service Standards in every interaction

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Acknowledgement

This job description has been designed to outline the general scope, nature, and expectations of the General Manager role at Shajani CPA. It is not an exhaustive list of responsibilities and may evolve over time as the needs of the firm grow and change.

Position title: Associate Partner
Functional area: Leadership, Advisory, and Client Strategy
Reports to: Managing Partner
Salary: Competitive + Performance Bonus
Employment Status: Full-time
Date: Now

Work with us

At Shajani CPA, we are more than accountants —
We ignite ambitions, build futures, and guide our clients toward lasting prosperity.

We are building Canada’s premier accounting, tax, and advisory firm for family-owned enterprises, and we’re looking for an exceptional Associate Partner to help lead that charge.

This senior leadership role is ideal for a trusted advisor who combines technical excellence with visionary leadership and business development strength. You will manage a strategic portfolio of clients, mentor internal teams, and help drive the growth and innovation that defines Shajani CPA.

As Associate Partner, you’ll serve as the primary relationship manager for key clients, ensuring the highest standard of service across tax, accounting, and advisory needs. You will guide strategic planning, develop customized client solutions, and collaborate with the Partner group to grow the firm in alignment with our core values.

You’ll be part of a team committed to:

• Excellence without compromise

• Fulfillment through purpose-driven work

• Innovation in every service we deliver

• A deep respect for the trust our clients place in us

If you’re a senior accountant, tax advisor, or consultant ready to take the next step into partnership — and you want to be part of a high-performance, family-first firm — this is your opportunity to shape the future with us.

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What You’ll Do

• Act as the strategic lead for a portfolio of family-owned enterprise clients

• Review and sign off on corporate year-ends, tax returns, and strategic deliverables

• Serve as the main point of contact for key accounts, ensuring seamless service across departments

• Provide proactive business, tax, and financial advice to clients at all stages of growth

• Mentor and guide Client Managers, Accounting Technicians, and department leads

Weekly Responsibilities

• Participate in leadership meetings and strategic planning sessions

• Monitor client file progress, review WIP, and support workflow coordination

• Lead client check-ins, discovery calls, and strategic planning meetings

• Collaborate with the Marketing and Business Development teams to pursue new opportunities

Monthly Responsibilities

• Conduct quality control reviews of financial statements, tax filings, and planning documents

• Analyze team capacity and reassign resources based on priority and deadlines

• Develop and review advisory reports, budget forecasts, and cash flow models for clients

• Contribute to internal training and knowledge-sharing initiatives

Quarterly / Annual Responsibilities

• Assist in firm-wide goal setting and tracking strategic objectives

• Lead succession planning and family enterprise advisory engagements

• Attend and present at firm-hosted webinars, workshops, and client events

• Support recruitment and evaluation of new talent

• Assist in partner-level decisions, acquisitions, and growth planning

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POSITION OBJECTIVE

The Associate Partner is a senior leader responsible for managing high-value client relationships, ensuring quality service delivery, mentoring staff, and contributing to strategic growth initiatives. This role blends technical oversight, business development, and leadership into one of the most trusted and visible positions within the firm.

The Associate Partner acts as both client champion and team leader — ensuring that Shajani CPA continues to serve with excellence while growing in alignment with its mission and values.

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Position Specification

Qualifications

• CPA designation (CA, CGA, CMA); additional advisory or MBA credential an asset

• 7–10+ years of progressive experience in public practice accounting or advisory

• Proven track record in client relationship management and business development

• Strong knowledge of Canadian tax, accounting, and financial advisory for SMEs

• Experience leading teams and managing complex client portfolios

Knowledge, Skills & Experience (Essential)

• Expertise in corporate year-ends, tax planning, financial analysis, and advisory

• Exceptional communication and client service skills

• Leadership experience in a fast-paced, professional services environment

• Strong project management and workflow coordination ability

• Financial acumen and strategic thinking

Knowledge, Skills & Experience (Desirable)

• Familiarity with CaseWare, iFirm, and cloud-based practice management tools

• Experience with succession planning, reorganizations, and estate planning

• Comfort delivering webinars, public speaking, and client education

• Familiarity with family business dynamics and governance

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COMPETENCIES REQUIRED

Client Relationship Management (CRM)

• Developing and nurturing long-term advisory relationships

• Ensuring timely, high-quality service delivery across departments

• Providing strategic business and tax guidance

Team Leadership & Mentoring (TLM)

• Supporting growth and development of Client Managers and Technicians

• Leading by example through technical and interpersonal excellence

• Contributing to training, hiring, and performance evaluation

Strategic Planning & Execution (SPE)

• Supporting firm-wide strategic initiatives and innovation

• Participating in annual planning and goal setting

• Identifying growth opportunities and partnership pathways

Technical Oversight (TO)

• Reviewing and approving year-end files, tax returns, and advisory documents

• Ensuring compliance with ASPE, CRA, and professional standards

• Coordinating with Tax, Assurance, and Legal for complex issues

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Key Performance Measures

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Organizational Relationships / Authority

Reports To:
Managing Partner (strategic guidance, performance, and growth initiatives)

Internal Contacts:
Partners
Client Managers
Accounting Technicians
Tax & Assurance Leaders
HR, Marketing, and Admin Teams

Organizational Authority:
Decisions Made:

• File reviews and approvals, advisory direction, and client service planning

• Team mentorship, client planning sessions, and new service initiatives

Decisions Referred:

• Major firm investments, mergers, or structural changes

• Partner-level financial decisions and strategic pivots

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General Responsibilities

• Serve as a trusted advisor to a diverse portfolio of family-owned business clients

• Champion the firm’s service standards and ensure high-quality output across all deliverables

• Collaborate with leadership to align operations, marketing, and talent strategy with client needs

• Mentor junior staff and support their growth through active feedback and review

• Contribute to the strategic direction and long-term success of the firm

• Lead with integrity, humility, and a commitment to excellence

• Model professionalism and Shajani CPA’s values in every internal and external interaction

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Acknowledgement

This job description outlines the general expectations, leadership responsibilities, and strategic contributions of the Associate Partner role at Shajani CPA. It is not exhaustive and may evolve with the firm’s growth and priorities.