BAI is looking for an individual to guide public accounting firms through the adoption, integration, and ongoing refinement of our policy-based platform.
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What You'll Do
Execute
Follow established procedures to work with data, run scripts, problem solve, and configure applications. Play a hands-on role as firms transition from on-premises apps to cloud-based solutions.
Contribute
Participate in research, analysis and documentation as apps release new features, then document findings and best practices to keep our member firms ahead of the curve
Coach
Mentor our clients on the implementation, integration, and continued refinement of
our well-documented policies, protocols, and guidance
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Your Impact
- Simplify and integrate the technologies used by our member firms
- Collaborate to document and refine work processes
- Build confidence through consistent and informed direction
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You Enjoy
- Learning new things
- Exploring new approaches
- Forming solid relationships
- Helping others
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About You
Confident Communicator
- Communicate technical concepts using clear common-sense language
- Guide clients through tasks and configurations by screen share
- Proactive client outreach (check-ins, follow-ups)
Work Style
- Work independently without close supervision
- Pride yourself on accuracy and strong attention to detail
- Manage task lists and deadlines
- Curious and teachable
- Efficiency-minded — always looking for the smarter path
Technical Execution
- Run and modify existing Windows scripts (bat, vbs, ps, etc)
- Set and modify Windows file security and folder permissions
- Create, modify Windows network shares and set permissions
- Methodical troubleshooting
MS Excel and Data analysis
- Create, understand and modify complex Excel formulas
- Reconcile and match listings across datasets
- Summarize and filter data
- Run and modify existing VBA macros and tools
- Use BI tools such as Power BI to explore and visualize large datasets
Accounting Industry Experience
- Tax preparation or support (Taxprep, TaxCycle, ProFile etc)
- Engagement preparation or support (Caseware Working Papers / Caseware Cloud)
- Document management (Doc.It, iFirm, M-Files, etc)
Strong Written English
- Write clear, accurate step-by-step instructions
- Proofread and QC technical documentation
- Maintain a meticulous eye for detail — formatting, terminology, and tone all matter
- Work within established templates and style guides to ensure a consistent client experience
You May Also Have
- Professional accounting designation
- Experience at a public accounting firm
- Experience at a software vendor / MSP
- Experience with Power Automate or similar automation tools
- Familiarity using AI assistants as a work tool
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Benefits
- Fully remote — furniture and monthly home office allowances included
- Extended health, dental, life, and disability coverage
- Training and development budget
- Birthday leave
- A collaborative team culture built around growth and innovation
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About BAI
BAI is internationally recognized in software integration and implementation for public accounting firms. We are the only Canadian firm focused exclusively on this space — serving hundreds of member firms and thousands of professionals across Canada.
We are fully remote with no physical office. Our success depends on a dynamic, collaborative, and highly engaged team that works well together — despite working apart. We value professionalism, accountability, and flexibility, and we are committed to creating a supportive environment where experienced professionals can do meaningful work without the demands of full-time public practice.
Our best practices are collected into ClientDocs — a platform integrating client document preparation, delivery, and archiving using Canada's industry-leading software.
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Apply now — we'd love to hear from you.
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Job Types: Full-time, Permanent
Pay: $85,000.00-$115,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Work from home
Application question(s):
- Are you fluent in English, both written and spoken?
- Do you have access to a quiet workspace free from distractions?
- Have you provided a cover letter?
- Based on the "Accounting Software" section of this job post, please describe your experience. Otherwise, indicate that it is in your CV. Without these details, your application is unlikely to be considered.
Work Location: Remote
