10+ YOE5+ MgmtBachelor's in accounting/business required; active CPA preferred; 10+ years accounting/business advisory experience; 5+ years management experience; experience with write-up, bookkeeping, payroll, and client-facing advisory; proficiency with QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, and Microsoft Office.
QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft Outlook
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent combination. HNW client experience, wealth management expertise, strategic relationship management, networking, business development, and financial planning skills required.
Byron Bank: Community bank providing personal, mortgage, and business financial services.
1+ YOE1-2 years banking or teller experience; high school diploma; strong math, problem-solving, written communication, and customer service skills; familiarity with federal/state banking rules; proficiency with Microsoft applications and FISERV Client 360.
Microsoft applications, FISERV Client 360, Navigator, Director