---
title: 'Accountant & US Tax Manager at Fincentify'
canonical: 'https://feeny.ai/job/accountant-us-tax-manager-fincentify-downtown-oakville-on-ajkpaz8a92dc'
type: 'job'
last_seen: '2026-09-14'
---

# Accountant & US Tax Manager at Fincentify

- **Company:** Fincentify
- **Location:** Downtown Oakville on, Canada
- **Compensation:** $65k–$85k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-18
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.ashbyhq.com/fincentify/d80c9e85-c834-4735-b30f-9067ab15b174/application

**Skills:** QuickBooks Online, Microsoft Excel, Microsoft Word, Client management software, US GAAP, Tax preparation, Bookkeeping, Account reconciliation, Financial reporting, Budgeting, Forecasting, Cash-flow planning, Intuit ProConnect, Zoho Books, Multi-entity reporting, Nonprofit financials, Small business financials

> This hybrid role serves exclusively U.S. clients, managing full-cycle bookkeeping, tax preparation, and client communication. The position ensures accurate financial reporting under US GAAP, handles complex tax returns, and supports external audits while maintaining strong client relationships.

## Job description

Who are we? The Company is a client-focused CPA firm serving individuals, businesses, and nonprofit organizations across a wide range of industries. We are currently seeking a well-rounded, detail-oriented, and proactive professional to step into a hybrid role encompassing accounting, tax preparation & review, and client communication management for US based clients.

## About the role

This role works exclusively with U.S. based clients, serving clients under U.S. GAAP and the U.S. federal and state tax framework. Reporting to the firm's owner, this position plays a central role in ensuring efficient internal operations, exceptional client service, and accurate financial reporting.

## What you'll do

Accounting (full-cycle bookkeeping & reconciliation)

- Manage full-cycle bookkeeping and account reconciliations for monthly, quarterly, and semiannual clients across a wide range of industries.
- Perform monthly bank and credit card reconciliations, ensuring financial records are accurate and up to date.
- Investigate discrepancies, correct coding errors, prepare and post journal entries and adjusting entries in compliance with US GAAP.
- Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings.
- Provide support during external audits, including compiling documentation, reconciling accounts, and resolving auditor questions.
- Review client general ledger data to identify irregularities and implement corrective adjustments for clean financials.
- Maintain organized digital records of all client financials, reports, and internal communications to ensure audit readiness and operational transparency.

Tax preparation, review & workflow management

- Prepare, review, and present accurate consolidated and entity-level financial statements and management reporting packages
- Prepare complex tax returns for businesses (1120, 1120S, 1065) and individuals, including multi-state filings, self-employment income, and rental property activity
- Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings
- Review returns prepared by staff, ensuring accuracy, compliance, and completeness before final submission
- Coordinate internal tax workflow, track return statuses, and assign preparation tasks to ensure timely progress across all client accounts
- Collaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clients
- Maintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimization
- Deliver clear analysis of business performance, unit economics, margins, and portfolio trends across operations
- Lead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-making

Client communication & office coordination

- Serve as the primary point of contact for clients across all service areas, managing inbound calls, emails, and messages in a prompt and professional manner
- Address client questions regarding tax documents, financial reports, account reconciliations, and
- payment processing, escalating matters to the owner when appropriate
- Provide support during external audits, including compiling documentation, reconciling accounts and resolving auditor questions
- Maintain internal workflows to support daily office operations, including document routing, data requests, and CRM upkeep
- Represent the firm's values of integrity, reliability, and exceptional service in every client interaction

## What we're looking for

- This position serves U.S. clients exclusively — U.S. tax experience and U.S. GAAP experience are strongly preferred
- Associate's or Bachelor's degree in Accounting or a related field (or equivalent experience)
- 3+ years of experience in public accounting, bookkeeping, and/or tax preparation
- Strong proficiency in QuickBooks Online, Microsoft Excel, Word, and client management software
- Thorough understanding of Generally Accepted Accounting Principles (GAAP)
- Excellent communication, time management, and organizational skills, with strong attention to detail
- Ability to work independently and manage competing priorities and deadlines with professionalism and accuracy

## Nice to have

- QuickBooks Online ProAdvisor Certification
- Experience with Intuit ProConnect and Zoho Books
- Tax preparation experience, including business and/or individual returns (1120, 1120S, 1065) and multi-state filings
- Experience with multi-entity reporting and nonprofit or small business financials
- US CPA is a plus, but not required
- A positive, client-focused attitude with strong written and verbal communication skills

## Compensation & Benefits

- Competitive base salary
- Comprehensive health, dental, and vision coverage.
- Paid time off

## About Fincentify

## Company Overview
- **One-liner**: Fincentify builds and grows financial services companies, creating a financial ecosystem for borrowing, saving, and protection using a shared technology stack.
- **Entity Type**: Private (Privately Held; funding stage not publicly available)
- **Headquarters**: Oakville, Ontario, Canada
- **Founded**: 2021
- **Founders**: Not publicly available

## Core Business
- **Primary Industry**: Financial Services (Fintech)
- **Target Customers**: B2C and B2B consumers needing lending, savings, and insurance products (not explicitly stated, but inferred from the business description)
- **Mission/Purpose Statement**: "We are owners & operators that value consistent growth with a long-term vision." (from fincentify.com)

## Products & Services
- **Fincentify Ecosystem**: A suite of fintech products enabling borrowing, saving, and protection, built on a shared technology stack, security, and payment infrastructure. The specific product names are not publicly disclosed.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total funding – Not publicly available; Headcount – approximately 4 employees (LinkedIn estimate, 1–10 range)
- **Notable Investors/Partners**: Not publicly available
- **Growth Signals**: Small but growing team; actively hiring for Software Engineer roles (in-office, Canada); emphasizes AI-enabled workflows as a core productivity multiplier. Presence in both Canada and the United States (Oakville HQ and New York City office).

## Competitive Advantages
- **Shared Infrastructure**: Uses a common tech stack, security, and payment platform across all products, enabling efficient scaling.
- **Ownership Culture**: Operates like owners and operators, with high accountability and commercial impact focus.
- **AI-Enabled**: All team members are expected to leverage AI as an output multiplier while maintaining quality.
- **Efficient Work Ethics**: Values efficiency, consistency, and grit over temporary genius; measures success by business impact.

## Strategic Focus
- **Current Priorities**: Continue building and growing financial services companies with a long-term vision; expand the financial ecosystem (borrow, save, protect) using a shared technology backbone.
- **Growth Direction**: Likely to launch additional fintech products and deepen presence in North America; hiring suggests scaling the engineering team.

## Why Work Here
- **Culture & Values**: Emphasis on ownership, intellectual curiosity, integrity (Veritas), resilience, and excellence. Team is described as "small, nimble and fast," offering real product ownership.
- **Work Policy**: In-office presence required (roles listed as "In Office" in Canada; offices in Oakville, Canada and New York City, USA). Remote/hybrid not explicitly mentioned.
- **Perks & Benefits** (from careers page):
  - Comprehensive health, dental, and vision coverage
  - Competitive base salary plus yearly cash bonus based on performance
  - Generous PTO policy
  - Annual wellness account & company retreat
  - Professional development & learning stipend
  - Relocation stipend
  - Unlimited coffees and snacks in office
- **Engineering Focus**: Engineers are expected to own real products, deliver commercial impact, and embrace AI tools.

## Sources
1. [fincentify.com](https://fincentify.com/)
2. [fincentify.com/careers](https://fincentify.com/careers)
3. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/fincentify)
4. [LinkedIn](https://ca.linkedin.com/company/fincentify-holdings)
5. [VentureRadar](https://peterson.ventureradar.com/organisation/Fincentify/c5f610fb-f4f5-4b20-b87e-d3c9982cd01d)

## Other roles at Fincentify

- [Bookkeeper](https://feeny.ai/job/bookkeeper-fincentify-downtown-oakville-on-hyhvfx13sasw) — Downtown Oakville on, Canada