Who We Are

Hold It All (HIA) is a private family office environment serving one of Canada's most successful retail entrepreneurs. The primary functions of our office fall into five interest areas: apparel, real estate, philanthropy, private equity, and passive investments. We're a team of outdoors-loving and health-conscious people, who take great pride in the culture we have built. We're driven to maximize the potential of the people we work with, so we invest in our employees and empower them to develop personally and professionally. We value learning, integrity, and fun, and are passionate about working with people who share these values.

Key Responsibilities

Accounting

• Manage Beanworks, AP automation software, to ensure timely payments to vendors.
• Serve as the primary contact for Beanworks issues and support implementation of future modules, such as Expenses and Payments.
• Support the Junior Financial Accountant with vendor management and communications and payment processing.
• Monitor bank balances for business and personal accounts to ensure they are properly funded.
• Support the Junior Financial Accountant with the monthly bank and credit card reconciliations and journal entries.
• Prepare financial statements for various entities, including booking journal entries.
• Support the Senior Financial Accountant with the preparation of quarterly management fees and chargebacks and investment entries and reconciliations.

Tax

• Prepare monthly GSP/PST returns and remittances.
• Assist with preparing tax returns (personal, corporate, partnership and trusts) and forms.
• Assist with preparing estimated tax liabilities, where necessary.
• Assist with preparation of documents and responses for tax audits and reviews.
• Observe and note-take in meetings with tax advisers.
• Assist with preparation of materials for Advisory Committee meetings.
• Assist with preparation of year-end documents for external tax preparers (both Canadian and US)
• Periodic review of CRA online account for all family members and entities to ensure tax accounts/instalments are up-to-date and download all correspondence to hard drives.
• Maintain tax folders.
• Complete ad-hoc tax research, where necessary.

Qualifications & Requirements

• Bachelor's degree or diploma, preferably in accounting.
• 1-2 years of full cycle accounting experience.
• Intermediate skills in Microsoft Office (Word, Excel, Outlook).
• Experience with Sage 300 and Beanworks (or other AP automation software) is an asset.
• Exceptional people skills (collaborator, problem solver).
• Excellent verbal and written communication skills.
• Ability to prioritize workload and multitask at the same time.
• Perform with a high level of integrity and authenticity.

This is a general description of the tasks and skills required. Additional responsibilities and duties may be required to successfully perform this position.

Why Join Us

The successful candidate will have the opportunity to work alongside a team that is passionate about the company's mission and portfolio. This position provides an expected starting base salary of $30,000 - $36,000, commensurate with experience, along with a competitive benefits package. Our benefits are designed to support all facets of your life; employees are provided with employer-paid health benefits, RRSP matching, and extensive opportunities for personal and professional development. We foster open communication in our office and have regular team socials, workouts, and community events.

How To Apply

Please select the following link to submit your application on our careers page.

https://holditall.bamboohr.com/careers/13