Co-Op Student, 8 month term

Accounting · New Westminster, British Columbia
Department Accounting
Employment Type Temporary full time
Minimum Experience Entry-level




Job Title

Co- Op Student September 2022 -May 2023

Reports To

Accounting Operations Manager

(Will also work with Intermediate and Senior Accountants)

Practice Area



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.



Financial Reporting:


  • Completes basic file preparation and routine adjusted journal entries
  • Assists with investment accounting and reporting
  • Completes correspondence and working papers for the Canada Revenue Agency reviews and audits
  • Compiles and organizes client information and records, ensuring client bookkeeping accuracy
  • Reconciles transactions to bank and credit card statements
  • Records financial activities for clients
  • Documents share structure in working papers and organizational charts
  • Classifies assets versus expenses
  • Completes independence checklist
  • Communicates with clients, when appropriate, on transactions and outstanding information
  • Provides Canada Revenue Agency compliance audit support
  • Communicates with the Canada Revenue Agency
  • Compiles CaseWare working papers for file compilations


Management Accounting:


  • Handles all bookkeeping for clients, generating and printing reports from multiple types of bookkeeping software, including SAGE, QuickBooks, Xero
  • Completes spreadsheets including, but not limited to, billable goals

Strategy and governance:

  • Remains up-to-date on firm standards, policies and procedures


  • Assists with preparation of financial statements, tax returns and schedules including corporate, trust and personal
  • Utilizes the CPA Handbook, Income Tax Act and Canada Revenue Agency website to understand financial and tax information
  • Develops researching skills to gather information on and for clients, including for use in returns
  • Follows-up on Notice of Assessment deadlines
  • Meets due dates for the Canada Revenue Agency filings
  • Populates data into software, following-up with client for missing information
  • Understands complexity of personal tax return files and notifies preparer accordingly





File Management

 Completes files, clears queries and returns files for review on a timely basis.

Client Relationships

 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.

Firm Contributions

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.

Self Development

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.


Thank You

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  • Location
    New Westminster, British Columbia
  • Department
  • Employment Type
    Temporary full time
  • Minimum Experience