This role is designed for CPAs who value flexibility, autonomy, culture, and balance over maximizing salary and financial gain. Due to the nature of the job, applicant MUST be a qualified Canadian CPA Accountant in good standing to be considered. All others will be ignored.
About Us:
Our History:
- Founded in 2014, KATA Accounting Solutions Professional Corporation is a registered CPA firm in good standing with CPA Ontario.
- We work with CPA students to help them achieve their PERT requirements, but we do not do audits nor reviews.
- Over the years, KATA and its team members have won multiple awards including: 2023 CPB Firm of the Year, 2024 CPB New Professional Leader of the Year, 2021 - 2023 Insightful Accountant Top 100 ProAdvisor, 2024 & 2025 Insightful Accountant Top 50 International ProAdvisor, 2018 Inspire Accountant Award.
- We are highly involved with CPB Canada and have been involved with Intuit for years.
- Jonathan, our founder, was one of the initial members of the Intuit Accountant’s Council.
- We serve Canadian individuals and Canadian small businesses anywhere in the world (30 countries so far) with personal, corporate, and simple trust tax returns, compiled financial statements, bookkeeping as a subscription service, rollovers, and other accounting services.
- We build custom accounting and bookkeeping ecosystems leveraging cloud-based accounting platforms, OCR (Optical Character Recognition) technology, machine learning, and AI.
- We are built on Google Workspace and use QuickBooks Online or Xero as the anchors for the accounting ecosystems we deploy.
- We are regularly learning about new technologies and applications out there, but avoid evaluating them until they are more proven (we want to avoid shiny-object syndrome).
- We are trusted advisors for several bookkeeping firms and are focused on building relationships over having transactions.
Our Mission:
- To provide a people-first approach to accounting and bookkeeping solutions online for Canadian businesses and individuals.
Our Vision:
- To help Canadians build sustainable businesses, live better lives, and preserve their family wealth by leveraging cloud-based accounting services.
Our Values:
- Our tag line is, “Communicate, Collaborate, Create,” and we take it to heart.
- Communication is our top value, followed by teamwork and leading to the creation of beautiful solutions for clients, and balanced lives for our team.
- We are a tech-leveraged, forward-looking company with a start-up mentality.
- We believe in delivering our work correctly, completely, and on time.
- We are a people-first company and provide more opportunities for freedom and balance for our team than most people could ever imagine.
- We are all human.
- We believe in teamwork and lift each other up to keep moving forward.
- We are committed to each other, our clients, and ourselves, and are committed to better living.
- We believe in continual improvement, learning, and growth, both for our organization and our team.
- For this reason, we have a mindset, balance, and productivity coach as a part of our team.
- We are extensively networked with other firms and believe in collaborating to provide the best outcomes for our clients.
- Coopetition instead of competition.
- We are a different kind of firm.
Our Work Environment:
- This is a 100% remote company without a brick and mortar office.
- We do not accept paper.
- We do not accept in-person meetings.
- Teammates are responsible for ensuring that they have an effective, ergonomic workspace that will allow them to be focused and productive.
- Though some meetings are mandatory, there is significant freedom in how our teammates set their schedules.
- With great freedom comes great responsibility.
- The team is responsible for meeting their clients’ needs before deadlines.
- We have a truly collaborative environment where teammates are regularly stepping up to help each other, learn from each other, and teach each other.
About the Role:
Tax & Advisory:
- Prepare and approve T1, T2, and T3 returns.
- Perform rollovers.
- Manage compiled financial statements.
- Assist in advanced tax planning and corporate structuring.
Ecosystem Innovation:
- Support the creation of cloud-based accounting ecosystems, ensuring client books are optimized for tax and reporting accuracy.
Content & Research:
- Research and draft articles on tax and bookkeeping issues to build KATA’s brand and internal knowledge library, utilizing Gemini AI for polishing.
Professional Evolution:
- Engage in cross-training and mindset/productivity coaching with a path toward leadership and team management.
The KATA Schedule:
- Maintain a 35-hour standard work week, scaling up to a maximum of 44 hours only during peak tax seasons to ensure long-term balance.
Additional Details:
- You will cross-train with our experienced team while simultaneously being coached on technological productivity via video-conferencing, chat, and other means from your home.
- You will be responsible for setting up a dedicated, ergonomic workspace in your home and having a laptop to begin with.
- After the probationary period, your technology needs will be provided including laptop, second monitor, and peripheral devices such as a mouse and headphones.
- All positions begin with a 6-month probationary period and are hopefully followed by a part-time or full-time offer.
- This role has a salary range of $65,000 to $95,000.
- It comes with an annual professional development budget, health and dental benefits, mindset, performance and productivity coaching, and several other perks.
- You will experience the lowest possible commute times, measured in steps.
- You will have more freedom in your job than you ever thought possible.
About You:
Qualified Expert:
- A CPA in good standing with significant experience in tax (individuals, small businesses, simple trusts) and corporate rollovers.
Tech-Fluent:
- Comfortable with modern hardware (laptops, tablets) and familiar with social media, chat apps, and cloud systems as communication tools.
Self-Driven:
- Trustworthy and capable of managing your own schedule to hit internal deadlines ahead of schedule without direct supervision.
Values-Aligned:
- A warm, coachable communicator who believes in "coopetition" and helping clients live better lives through the "new economy".
Growth-Oriented:
- A lifelong learner looking for a collaborative environment that provides freedom, flexibility, and a move away from the traditional 80-hour week.
Team Player:
- You are comfortable and enjoy working with a variety of people in a collaborative environment and are able to explain and teach things in lay-terms.
