X
Junior
- Under supervision, prepares working papers for Review Engagements and Compilation Engagements
- Under supervision, prepares working papers (transactions and control testing, cash, prepaids, fixed assets, expense vouching) for Audit Engagements
- Independently prepares level 1-2 corporate tax returns, clears all diagnostics and identifies when further assistance is required
- Completes various income tax slips and filings for corporate tax returns including; T4’s and T5’s
- Independently prepares level 1-2 personal tax returns
X
Intermediate
- Independently prepares working papers and financial statements for Review Engagements and Compilation Engagements
- Completes a moderately difficult Review Engagement with little to no guidance
Independently prepares the more complex sections of an Audit Engagement including; AP/AR, confirmation of accounts receivable/payable and attendance at inventory counts - Independently prepares level 1-4 corporate tax returns
- Completes various income tax slips and filings for corporate tax returns including; T4’s and T5’s
- Independently prepares level 1-4 personal tax returns
- Prepares interim invoices, as required
X
Supervisor
- Independently prepares working papers and financial statements for Review Engagements and Compilation Engagements
- Completes the planning tasks for Review Engagements including; planning memo, planning forms, time budget preparation etc.
- Responsible for file completion for Review Engagements
- Completes the required note disclosure and year end letters for Review Engagements
- Completes a difficult Review Engagement with little to no guidance
- Acts as a coach to staff and an in-charge in leading engagements
- Independently prepares the most complex sections of an Audit Engagement, level 3-4 corporate tax returns and level 3-4 personal tax returns
- Reviews various income tax slips and filings for corporate tax returns including; T4’s and T5’s
- Conducts a self-review of own working papers and financial statement prior to submission
X
Manager
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Reviews (and amends as necessary) all Review and/or Compilation Engagement documents to be issued to the client including; working papers, financial statements, planning documents, notes, attached schedule, management letters and tax returns
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Provides constructive criticism of working papers for Review and/or Compilation Engagements and offers coaching and direction to staff working on the file
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Prepares large Audit Engagements
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Reviews (and amends as necessary) all sections of the Audit Engagement
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Supervises the in-charge for the audit engagement and monitors
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Reviews various income tax slips and filings for corporate tax returns including T4’s and T5’s
- Ensures all queries and outstanding points have been resolved satisfactorily, prior to review by the Senior Manager and/or Partner
X
Senior Manager
- Reviews (and amends as necessary) all Review and/or Compilation Engagement documents to be issued to the client including; working papers, financial statements, planning documents, notes, attached schedule, management letters and tax returns
- Provides constructive criticism of working papers for Review and/or Compilation Engagements and offers coaching and direction to staff working on the file
- Attends the Review and/or Compilation Engagement final meeting with the client contributes towards discussions
- Reviews (and amends as necessary) all sections of the Audit Engagement
- Attends and contributes towards discussion with client/Board of Directors to review the Audit Engagement
