Client Advisor, CPA

About the opportunity

CB Smart Recruit is recruiting a Client Advisor, CPA for an established Montréal accounting firm serving owner-managed businesses and high-net-worth clients. The firm combines year-end accounting and tax work with advisory support and emphasizes autonomy, modern technology and practical client relationships.

Key responsibilities

• Manage an assigned portfolio of client relationships and files.
• Work directly with business owners and key client contacts.
• Prepare and/or review year-end files, compilation engagements and financial statements.
• Analyze financial information and identify issues requiring advice or follow-up.
• Coordinate deadlines, priorities and deliverables across multiple engagements.
• Collaborate with other Client Advisors, CPAs, preparers and firm leadership.
• Support team members and help keep files moving efficiently.
• Identify process, system and client-service improvements.
• Use technology and AI thoughtfully to reduce repetitive work and improve efficiency.
• Operate with a high degree of autonomy while remaining accessible and collaborative.

Qualifications

• CPA designation is required.
• Approximately 3–7 years of relevant public-accounting experience.
• Strong hands-on year-end accounting experience.
• Experience preparing and/or reviewing compilation engagements and financial statements.
• Strong understanding of Canadian accounting and tax matters.
• Experience managing client relationships or working in a Client Manager / Client Advisor capacity.
• Strong financial-statement analysis, organization and problem-solving skills.
• Comfortable managing multiple clients, files and deadlines autonomously.
• Strong communication and interpersonal skills.
• CaseWare and Taxprep experience is highly relevant.

Compensation and work arrangement

• Full-time, permanent.
• Hybrid in Côte-des-Neiges, Montréal.
• Published base salary: CAD 80,000–110,000 depending on experience.
• Performance-bonus opportunities.
• Comprehensive health and dental coverage.
• Other public benefits include disability insurance, life insurance, vision care, paid time off, RRSP matching and on-site parking.
• The firm highlights autonomy, direct client exposure and continued professional development.