Co- Op Student September 2022 -May 2023
Accounting Operations Manager
(Will also work with Intermediate and Senior Accountants)
Terms of Employment
☒ Co-op Student
☐ Contract (Fixed Dates)
The primary role of the Co- Op student is to work as part of a team, completing the accounting work that constitutes the core of bookkeeping and accounting services that Loren Nancke provides its clients. Co-Op students are expected to develop their professional judgement, recognizing that as their current training and experience grow, they will require guidance from a more experienced staff member on a regular basis to complete work, providing exceptional accounting services to our clients.
Strategy and governance:
Completes files, clears queries and returns files for review on a timely basis.
Takes initiative to engage clients, respond to client needs and develop rapport with clients, maintaining strong client relationships through quality execution and follow-up.
Leverages various software, programs and cloud-based software, including Nitro, CaseWare, CaseView, Microsoft Suite, QuickBooks, Sage, Xero, TaxCycle and DoxCycle, PAGE.
Communicates in a logical, clear and concise manner through speaking and writing with clients and coworkers, while beginning to ask appropriate questions to gather information and strengthen understanding of file work.
Decision Making and Problem Solving
Begins to detect problems and technical issues, understanding when to seek assistance to effectively troubleshoot and solve problems.
Teamwork and Leadership
Integrates into team and demonstrates effective interpersonal relationships with clients and coworkers.
Upholds quality client service by meeting engagement objectives including adhering to time, budgets and outcomes, dealing with clients in a professional manner at all times and actively supports and participates in firm and/or community initiatives.
Takes ownership of work, personal/career/goal development, with an ability to adapt to change and work on multiple work assignments simultaneously.
Professionalism and Ethics
Demonstrates awareness of standards, policies and procedures in industry and of the firm, maintaining ethical behaviour at all times.
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