Inclusive Advisory

Inclusive Advisory We believe that accountants, lawyers, investment advisors, and HR consultants work better when they’re together in one space.

Congratulations to our very own Nathan To! We wish you the best of luck at the World Dwarf Games and can’t wait to hear ...
07/20/2023

Congratulations to our very own Nathan To! We wish you the best of luck at the World Dwarf Games and can’t wait to hear all about it!

Good luck Nathan To of Peterborough representing Canada at the 2023 World Dwarf Games in Germany.

Nathan is competing in basketball 🏀 soccer ⚽️ and volleyball 🏐

We are so proud of you Nathan!!

Tax Season is right around the corner, so you know we had to have a staff social to get prepared.                       ...
02/09/2023

Tax Season is right around the corner, so you know we had to have a staff social to get prepared.

Big thanks to 705-745-Shack for making the best pizzas for our pj pizza party!
12/22/2022

Big thanks to 705-745-Shack for making the best pizzas for our pj pizza party!

Our fur friends also participate in Christmas Accessory day! Thanks for joining the festivities with us Nora!🎅🎄😻
12/21/2022

Our fur friends also participate in Christmas Accessory day! Thanks for joining the festivities with us Nora!🎅🎄😻

Red, green, or white day was on Monday at Inclusive Advisory! Stay tuned for the rest of our spirit week fun! 🎄 🎅 🌟
12/20/2022

Red, green, or white day was on Monday at Inclusive Advisory! Stay tuned for the rest of our spirit week fun! 🎄 🎅 🌟

Our Port Perry team has a special knack for Christmas tree decorating! 🎄
12/14/2022

Our Port Perry team has a special knack for Christmas tree decorating! 🎄

Thank you to  for an awesome night! We certainly have some talent to spare at Inclusive 😎🎳
11/29/2022

Thank you to for an awesome night! We certainly have some talent to spare at Inclusive 😎🎳

01/26/2022

To apply for this position, please click on "Apply" on this job post and attach your resume.

Local Port Perry firm is seeking a full-time accounting technician in their accounting department.

Who is Inclusive Advisory?

We are a regional accounting, law, wealth management and HR consulting firm with offices in Oshawa, Peterborough, and Port Perry and are rapidly growing in our communities! Our knowledge, innovation and courage deliver results in a collaborative professional style that establishes and builds trust – together.

Why Work for Us?

At Inclusive, we pride ourselves on putting our people and the environment first. We offer competitive wages and flexible time off. Our collaborative culture influences all aspects of our business, and we value the input of all our employees. Inclusive is committed to reducing our environmental impact by continuously improving our facilities and processes. Our dedication goes beyond legal compliance. Through our leadership team and employee participation, we strive to integrate and encompass sound environmental practices into our business decisions. If you’re looking for a place to grow your career, Inclusive is a great fit!

Responsibilities:
- Complete compilations for small to medium sized business clients including preparation of working papers, financial statements and T2 returns.
- Complete bookkeeping projects for clients of various sizes, including year end bookkeeping.
- Knowledge of payroll, ROEs, T4s, T4As, T5s, WSIB, EHT and HST.
- Prepare and efile T1 returns.
- Build effective working relationships with client contacts, and respond effectively to client requests and suggestions related to the engagement.
- Complete additional ad-hoc duties or assignments as required, including communications with CRA.
- Education and Professional

Skills/Knowledge:
- 2+ years’ experience in the areas of bookkeeping and tax return preparation, preferably in public accounting.
- Advanced computer skills in QuickBooks, Profile, CaseWare, Excel and Outlook.
- Ability to prioritize workloads and the flexibility to manage multiple tasks and consistently meet client deadlines.

Must be able to demonstrate the following:
- Strong attention to detail.
- Strong analytical and problem-solving skills.
- Innovative problem-solving skills.
- Excellent verbal and written communication skills.
- Dedicated to teamwork, client/customer service and professionalism.
- Commitment to community involvement and environmentalism.
- Competitive salary.

Candidates from the Port Perry area, with plans to stay here long-term, will be given first consideration.

Inclusive Advisory is an equal opportunity employer. Inclusion is more than a commitment at Inclusive Advisory—it is the foundation of what we do.

We are committed to an inclusive, barrier-free recruitment and selection process and work environment in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). All applicants will be considered for employment without attention to race, colour, religion, s*x, s*xual orientation, gender identity, national origin, veteran or disability status and all the other fascinating characteristics that make us unique.

No phone calls or drop-ins please. Only those selected for an interview will be contacted.

Are you looking for a new career in 2022? We have positions available at each of our locations, including: Accounting Ma...
01/17/2022

Are you looking for a new career in 2022? We have positions available at each of our locations, including: Accounting Manager, Accounting Technician, Bookkeeper, Tax Preparer, and more!

View all of our current job postings here: https://inclusiveadvisory.ca/job-postings/

12/06/2021

We're excited to share that Inclusive Accounting Peterborough is Great Place to Work Certified™!

Building and upholding a strong organizational culture is and will remain one of our top priorities as we continue to grow as a company and as a team.

Address

521 George Street N
Peterborough, ON
K9H3S1

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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Our Story

Inclusive Advisory is Ontario's first Law, Accounting and Wealth Management firm, located in the heart of Peterborough with locations in Port Perry and Oshawa. We believe that when your lawyer, accountant and investment advisor work together under the same roof, you save time, money, and receive advice that considers all aspects of your unique situation. Our staff are approachable people with a goal to make you feel confident about your future. We are held accountable to Investment Industry Regulatory Organization of Canada (IIROC), the Law Society of Ontario, and CPA Ontario. Most importantly, we are held accountable to you. It's inclusive. We're better together.