Insight Global is looking for a Bookkeeper/Accountant to join a Merchant Banking client in downtown Toronto. This role requires 5x/week in person with 9-6 PM EST working hours.
The successful candidate will be responsible for the following:
Primary custodian of financial records across all three divisions of the firm:
Merchant banking
Family Office (managing the founder's estate, personal finances, properties, and related affairs)
Investment Tracking (monitoring and maintaining investment records)
Full-cycle bookkeeping
Ad hoc financial and administrative tasks as needed
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
Human Resources Request Form. The EEOC "Know Your Rights" Poster is available
here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
Proficient in navigating broker statements, equity positions, and calculating gains/losses
2-3 + years of experience using QuickBooks for record keeping
Strong skills in Microsoft Office Suite
Prior experience at a small CPA firm
Ability to thrive in a fast-paced, dynamic environment
Excellent written and verbal communication skills
Tax preparation experience (especially with Taxprep software)
CPA designation or currently enrolled in a CPA program
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.