Lead Bookkeeper Client Onboarding

Lead Bookkeeper Client Onboarding

Full-Time On-site
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Guide client onboarding and bookkeeping delivery for Gauvreau Accounting Tax Law Advisory in a remote, hybrid, or in-office setting. Build clear, complete files from the start.

This Lead Bookkeeper position combines client communication, file setup, reporting, and quality review for external businesses. You will lead onboarding meetings, ensure proper setup, and maintain correspondence through completion. The role also includes reviewing and signing off on HSTs, T4s, ROEs, WSIB, year-end adjustments, and trust accounting. Your work supports dependable client service and effective team coordination.

Key Responsibilities:

  • Lead client onboarding meetings and ensure proper file setup
  • Maintain client correspondence to support file completion
  • Review and sign off on bookkeeping files
  • Prepare and deliver client reporting when needed
  • Organize and lead team huddles and meetings

Requirements:

  • Strong communication skills for client and team interactions
  • Proven independent ownership of quality and timelines
  • Confidence delivering high-quality work without supervision
  • Experience with Karbon, Outlook, QBO, and bookkeeping software
  • Solutions-focused problem-solving ability

Bring onboarding, file review, reporting, and communication strengths to client-focused bookkeeping leadership at Gauvreau.

Lead Bookkeeper Client Onboarding employer: Gauvreaucpa

At Gauvreau Accounting Tax Law Advisory, we pride ourselves on being a purpose-driven firm that empowers both our clients and our employees. With a strong focus on collaboration, growth, and excellence, we offer a dynamic work environment where you can thrive as a Cross Border Tax Manager. Our commitment to professional development and innovative solutions ensures that you will have the opportunity to make a meaningful impact while enjoying a competitive salary and a supportive hybrid work culture in vibrant locations like Toronto, Peterborough, and Winnipeg.

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Contact Details:

Gauvreaucpa Recruitment Team