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Team
Accountant

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    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

  • Job progress or delay is communicated regularly to the partner. Is able to budget use of own time and assist others in doing the same. Demonstrates a realistic grasp of the likely time requirement for projects and makes commitments which are realistically achievable so that the team does not experience pressures which could have been avoided.

  • Communications are done in the most effective manner, considering the intended audience. Listening well and documenting well are two key skills.  In particular, engagement progress is communicated regualrly to the partner. Shows a willingness to address thorny matters, and not to shy away.

  • Knows firm processes and best practices. Applies them consistently and ensures team does the same.

  • Identifies potential issues and overruns. Can appropriately judge when to involve a partner, when an extra billing may be warranted. Alerts partners ahead of time so that client communications can be handled well.

  • Observes the firm standards surrounding quality control. Does not expose the firm to unnecessary risk and gathers assistance where necessary.

  • Operates according to the BAAS group standards for service excellence. 

    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

Manager

    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

  • Job progress or delay is communicated regularly to the partner. Is able to budget use of own time and assist others in doing the same. Demonstrates a realistic grasp of the likely time requirement for projects and makes commitments which are realistically achievable so that the team does not experience pressures which could have been avoided.

  • Communications are done in the most effective manner, considering the intended audience. Listening well and documenting well are two key skills.  In particular, engagement progress is communicated regualrly to the partner. Shows a willingness to address thorny matters, and not to shy away.

  • Knows firm processes and best practices. Applies them consistently and ensures team does the same.

  • Identifies potential issues and overruns. Can appropriately judge when to involve a partner, when an extra billing may be warranted. Alerts partners ahead of time so that client communications can be handled well.

  • Observes the firm standards surrounding quality control. Does not expose the firm to unnecessary risk and gathers assistance where necessary.

  • Operates according to the BAAS group standards for service excellence. 

    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

Senior
Manager

    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

  • Job progress or delay is communicated regularly to the partner. Is able to budget use of own time and assist others in doing the same. Demonstrates a realistic grasp of the likely time requirement for projects and makes commitments which are realistically achievable so that the team does not experience pressures which could have been avoided.

  • Communications are done in the most effective manner, considering the intended audience. Listening well and documenting well are two key skills.  In particular, engagement progress is communicated regualrly to the partner. Shows a willingness to address thorny matters, and not to shy away.

  • Knows firm processes and best practices. Applies them consistently and ensures team does the same.

  • Identifies potential issues and overruns. Can appropriately judge when to involve a partner, when an extra billing may be warranted. Alerts partners ahead of time so that client communications can be handled well.

  • Observes the firm standards surrounding quality control. Does not expose the firm to unnecessary risk and gathers assistance where necessary.

  • Operates according to the BAAS group standards for service excellence. 

    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

Partner

    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

  • Job progress or delay is communicated regularly to the partner. Is able to budget use of own time and assist others in doing the same. Demonstrates a realistic grasp of the likely time requirement for projects and makes commitments which are realistically achievable so that the team does not experience pressures which could have been avoided.

  • Communications are done in the most effective manner, considering the intended audience. Listening well and documenting well are two key skills.  In particular, engagement progress is communicated regualrly to the partner. Shows a willingness to address thorny matters, and not to shy away.

  • Knows firm processes and best practices. Applies them consistently and ensures team does the same.

  • Identifies potential issues and overruns. Can appropriately judge when to involve a partner, when an extra billing may be warranted. Alerts partners ahead of time so that client communications can be handled well.

  • Observes the firm standards surrounding quality control. Does not expose the firm to unnecessary risk and gathers assistance where necessary.

  • Operates according to the BAAS group standards for service excellence. 

    • Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file.

    • Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation). 

    • Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

    • Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions. 

    • General understanding; specific understanding may be an asset.

    • Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

    • Solid general accounting skills, sufficient enough to teach others.

    • Able to create wording for applicable accounting policies.

    • Can identify and create applicable disclosures in accordance with the applicable accounting framework on the file (ASPE assumed, but may also include ASNFPOs or IFRS). Ensures engagement checklists are answered appropriately for the engagement.

    • Demonstrates knowledge and understanding of compilation engagement Handbook requirements (correctly assesses needs at the planning stage; ensures stated policies are appropriate).

      • Demonstrates knowledge and understanding of  review engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      •  Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures

      • Can effectively judge when additional issues need further investigation

      •  Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Demonstrates knowledge and understanding of  audit engagement Handbook requirements

      • Appropriately identifies engagement risk at the engagement level and the firm level

      • Reviews work of others, identifying any further work to be done

      • Shows ability to design appropriate and efficient procedures 

      • Can effectively judge when additional issues need further investigation

      • Ensures that analytic analyses are effective and logically executed

      • Conclusions are logical, evidenced and appropriate

      • Can complete/review T2s for companies and groups (all schedules)

      • Correctly identifies need for T106/T1135/T1134 and can complete basic forms

      • Can recommend and plan for dividends, correctly assessing eligibility, safe income and capital dividend aspects

      • Understands the impact of each on personal taxes and on cash flow

      • Identifies T4 and T5 filing requirements and ensures correctly completed

      • Reviews and directs CRA basic CRA audit responses

      • Advises clients on reporting and payment deadlines and cash flows

Principal

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