SB Partners LLP
SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 45 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, high net-wealth, corporate subsidiaries and not-for-profit organizations.
Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments. Your role will be integral in making a difference in the lives of the team and your clients, along with creating a positive impact in the community.
The Valuations group at SB Partners LLP is seeking a dynamic, smart, and service-oriented Valuations Associate, Intermediate, to join our team!
Primary Responsibilities and Duties
- Preparation of schedules and reports such as forecasts, earnings analyses, valuation models and discounted cash flows analyses in an accurate and efficient manner.
- Engagement planning, including identifying primary and other issues, along with determining the approach.
- Work with team members in completing the valuation analysis and detailed financial reports.
- Communication of the file status to managers and ensuring that progress is consistent with expectations.
- Liaising with clients and lawyers to acquire requested information.
- Assist with transactional work, including due diligence and quality of earnings analyses.
- Provide upward feedback to improve process and communication.
- Assist with internal performance enhancement initiatives.
- Enter daily timesheet hours and personal expenses.
- Meet target billable and non-billable hours.
- Additional duties, as assigned.
Academic and Work-Related Qualifications
- University degree in finance and or accounting
- CBV designation or progression toward completion of the Chartered Business Valuator (CBV) program and/or enrolled in the Chartered Professional Accountants (CPA).
Work Experience and Skills
- Minimum 1-3 years of experience as a Valuations Associate, Accountant or similar role
- Strong client service and communication skills, both written and verbal
- Ability to perform in a fast-paced, dynamic environment while maintaining strong attention to detail
- Self motivated, results driven.
- Willingness to be coached and mentored.
- Experience using CaseWare and TaxPrep software.
- Experience using QuickBooks or Simply Accounting.
- Knowledge of Accounting Standards for private enterprises.
- Experience using Microsoft Word and Excel.
- Demonstrate ability to use Document Management Tools.
- Excellent verbal and written communication skills.
Working Conditions and Physical Requirements
- Has transportation available as some travel may be required.
- Sits at a desk for prolonged periods and works on a computer.
- Works effectively within an open-concept environment with distractions (phones, conversations etc.).
- Is able to deal with working in a high-stress environment with competing priorities, demanding deadlines, and interruptions
- Can accommodate remote work if required.
- May work additional hours beyond the standard as required (throughout the year) to assist/meet the firm’s objectives and responsibilities.
What we offer
- Professional Development and training towards CPA or CBV designations.
- Hybrid/Remote work environment, depending on role requirements.
- Birthday Vacation Day
- Paid time off (Vacation & family leave)
- Company events
- Dental/Health/Vision care
- Employee assistance program
- Flexible schedule, core hours
- On-site parking
- Annual stipend towards fitness/wellness
If this sounds like an opportunity you’re interested in, we’d love to hear from you! Apply here: SB Partners LLP (collage.co)
SB Partners LLP is an inclusive employer dedicated to building a diverse workforce. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise Human Resources to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.
We thank all applicants in advance for their interest, however, only those candidates selected for an interview will be contacted.