Firms & Licensing Coordinator
CPA Ontario is seeking a Firms and Licensing Coordinator who will be responsible for a full range of services within the Firms & Licensing Team and providing support required to apply the bylaws, regulations, policies and procedures relating to licensure and firm status in an environment that fosters exceptional levels of service to firms, license-holders and stakeholders. As part of the Registrar’s Office, you will be responsible for firm and licensing matters, including registrations and closure as well as in-take and execution of integral processes and complex matters considered by the Registrar.
What You'll Be Doing:
Reviewing and making recommendations for all firm and licensure-related applications in compliance with regulations, policies, procedures and within established timelines while using sound judgement.
Drafting communications including forms, decision letters and website content while ensuring accuracy, professionalism and adhering to required timelines.
Coordinating and maintaining accurate firm records particularly pertaining to firm structure changes, name changes, closures, mergers, relations and contact updates.
Liaising and providing service to members and firms by way of correspondence and telephone support and ensuring timely response to inquiries. Following up with members to ensure that firms providing accounting services to the public are properly registered.
Contributing to continuous improvement of processes and implementation of changes to regulations, policies and procedures. Identifying issues and trends, preparing summaries and making suggestions for issue resolution.
Participating in and supporting the annual regulatory processes including Annual Practitioner Dues (APD) and the renewal of Public Accounting Licenses (PAL).
Participating in departmental and organizational projects and serving as a subject matter expert.
Who You Are:
A post-secondary graduate with a degree or diploma in Business or a related discipline.
Experienced with administration and customer service with strong organization, time-management and problem-solving skills. Prior experience in an academic, membership or regulatory body as well as experience with complex bylaws, regulations, policies and procedures is preferred.
Technically savvy and knowledgeable in Microsoft Word, Excel (advanced), Teams, Outlook and SharePoint. Experience with Salesforce and Power BI are considered an asset.
A strong communicator (verbal and written) with excellent interpersonal and customer service skills and the ability to deal with individuals and situations using sound judgement, discretion and diplomacy.
Able to prioritize multiple deadlines and excel at time management combined with a high degree of attention to accuracy and detail.
Self-motivated, flexible, with the ability to work as part of the team and work autonomously.
Flexible and available to work outside of regular business hours when required.
What We Offer:
A fast-paced environment. Collaboration, innovation and passionate professionals are at our core. We relentlessly pursue what’s next to unlock the full potential of you and us together.
Flexible work environments. As part of our Hybrid work culture, we provide flexible, remote work options to support you in your career, in addition to in-office teamwork and collaboration.
Diversity and inclusion. We recognize the value in our differences and prioritize inclusivity to bring together the best talent to protect the public, advance the profession and enable CPAs to lead business and society forward.
Ongoing learning and career growth. We want your career to skyrocket. We support unlimited career advancement and professional development opportunities with learning investments to promote your future growth. Thrive with us.
Focus on your well-being. With industry leading benefits and wellness programs, including a healthy lifestyle allowance, mental health resources and more, we’re committed to your well-being.
Who We Are:
We protect the public. We advance the profession. We enable CPAs to lead business and society forward. We ensure that our 100,000 members and 21,000 students meet the highest standards of integrity and expertise. We help them stay ahead of global market trends and abreast of regulatory change. CPAs represent a globally recognized, premium designation. Our Chartered Professional Accountants are valued by organizations in all industries for their financial expertise, strategic thinking, management skills and leadership. We believe that success happens when both business and society benefit. For information on the profession visit: cpaontario.ca.
We Appreciate Your Interest In CPA Ontario And This Position:
At CPA Ontario, we are committed to building high-performance teams. Our selection process is thorough, and all candidate applications are reviewed. Should your qualifications and experience meet the requirements of this role, a member of our recruitment team will contact you. We encourage you to set up CPA Ontario job alerts for positions that align to your experience and career goals.
CPA Ontario is an inclusive employer. Accommodation is available under the Ontario Human Rights Code. If you require a disability-related accommodation to participate in the recruitment process, please email firstname.lastname@example.org with “Accommodation Required” in the subject line to provide your contact information. A member of the Recruitment team will contact you within 48 hours.