Senior Accountant
Calgary, AB · Remote
CA$70K - CA$83K/yr
Zenbooks is a fully remote Canadian accounting firm founded in 2015 and headquartered in Ottawa. We ... insurance, and vision) (including EAP) and flexible health spending account
Senior Accountant
Calgary, AB · Remote
CA$70K - CA$83K/yr
Zenbooks is a fully remote Canadian accounting firm founded in 2015 and headquartered in Ottawa. We ... insurance, and vision) (including EAP) and flexible health spending account
Remote Insurance Accounting information
What are the key skills and qualifications needed to thrive as a Remote Insurance Accountant, and why are they important?
To thrive as a Remote Insurance Accountant, you need strong knowledge of accounting principles, insurance industry regulations, and a relevant degree or certification such as CPA or CMA. Familiarity with accounting software (like QuickBooks or SAP), insurance management systems, and data analysis tools is essential. Attention to detail, effective communication, and self-motivation are vital soft skills for managing tasks independently and collaborating virtually. These skills ensure accurate financial reporting, regulatory compliance, and efficient remote workflow in the insurance sector.
How does working remotely in insurance accounting impact collaboration with other departments?
In a remote insurance accounting role, collaboration is typically managed through digital communication tools like email, video calls, and project management platforms. While you may not have face-to-face interactions, you’ll regularly coordinate with underwriting, claims, and finance teams to ensure accurate reporting and compliance. It's important to be proactive in communicating and clarifying requirements, as remote work can sometimes lead to misunderstandings or delays. Building strong virtual relationships and maintaining organized documentation will help you stay connected and effective across departments.
What is remote insurance accounting?
Remote insurance accounting refers to performing accounting duties for insurance companies or agencies from a remote location, rather than in a traditional office setting. These professionals handle tasks such as bookkeeping, preparing financial statements, managing claims payments, reconciling accounts, and ensuring compliance with industry regulations. Remote insurance accountants often use specialized software and secure communication tools to collaborate with their teams and clients. This role offers flexibility and can be ideal for those with experience in both accounting and insurance.
What is the difference between Remote Insurance Accounting vs Remote Insurance Underwriting?
| Aspect | Remote Insurance Accounting | Remote Insurance Underwriting |
|---|---|---|
| Credentials | Accounting certifications (e.g., CPA), finance background | Underwriting licenses, insurance certifications |
| Work Environment | Finance departments, accounting teams | Underwriting departments, risk assessment teams |
| Industry Usage | Common in insurance companies, brokers, and agencies | Primarily in insurance carriers and underwriting firms |
| Job Focus | Financial record-keeping, claims processing, compliance | Risk evaluation, policy approval, pricing decisions |
Remote Insurance Accounting involves managing financial records, claims, and compliance remotely within insurance companies. In contrast, Remote Insurance Underwriting focuses on assessing risks and approving policies from a distance. Both roles require industry-specific knowledge but differ in their core responsibilities and certifications.
What are the most commonly searched types of Insurance Accounting jobs in Alberta? The most popular types of Insurance Accounting jobs in Alberta are:
What are popular job titles related to Remote Insurance Accounting jobs in Alberta? For Remote Insurance Accounting jobs in Alberta, the most frequently searched job titles are:
What job categories do people searching Remote Insurance Accounting jobs in Alberta look for? The top searched job categories for Remote Insurance Accounting jobs in Alberta are:
What cities in Alberta are hiring for Remote Insurance Accounting jobs? Cities in Alberta with the most Remote Insurance Accounting job openings:
CA$70K - CA$83K/yr
Full-time
Medical, Dental, Vision, Life, PTO
Posted 6 days ago
Job description
Zenbooks is a fully remote Canadian accounting firm founded in 2015 and headquartered in Ottawa. We serve 300+ small and mid-sized businesses coast to coast - companies in the $1M to $10M revenue range across professional services, SaaS and tech, marketing and creative agencies, e-commerce, and non-profits. Every client is on a monthly recurring engagement. Our regulated practice operates as Zenbooks Tax Services Professional Corporation under CPA Ontario.
In 2026, we were named to the Financial Times' Americas' Fastest Growing Companies list. In 2024, the Globe and Mail ranked us among Canada's Top Growing Companies. Both rankings are based on independently verified compound revenue growth.
We don't just do the work - we shape the conversation. Our team has been published in the Toronto Star, Policy Options, Canadian Accountant, The Hill Times, Le Devoir, BetaKit, and the Ottawa Business Journal, and has appeared on CBC and CTV on tax policy, small business finance, and the future of the accounting profession. Through OpenSME, we led national advocacy for Canadian SMEs, including a 30,000-signature CRA petition that generated 25 media interviews in five days. We also hosted the Small Business Big Insights podcast, with guests including mayors and executives from Wagepoint, Mastercard, and Wealthsimple.
We are seeking a highly organized Senior Accountant who is committed to delivering exceptional customer experiences and has a keen eye for detail. The ideal candidate will be proactive in asking questions, eager to learn new skills, and dedicated to continuous improvement. This is a role with a clear path to Accounting Manager: you'll be expected to take on team leadership and pod-level ownership as the firm grows, with a formal promotion on the horizon for the right person.
The ideal candidate is a self-starter who takes ownership, does what's right for the client, is approachable and resilient, and builds trust with the people around them.
Priorities will include:
- Manage accounting information systems and software for client organizations
- Mentor and coach Staff Accountants on technical accounting issues.
- Manage client relationships.
- Build toward managing a small team of staff accountants as the firm's practice grows.
- Own the gross margin of your pod, with visibility into engagement profitability and accountability for team utilization.
- Own complex bookkeeping and vController engagements.
Key Responsibilities:
- Perform the day-to-day accounting activities to maintain client records, including accounts receivable and payables, while ensuring completeness of the records.
- Enter data into accounting systems/software, while managing the integrity of information and documentation.
- Review and process documentation submitted by clients (bills, invoices, etc).
- Proactively reach out to clients for additional information that's needed.
- Communicate with clients by email and video calls.
- Prepare financial reports and budgets to share with the client.
- Organize accounting records, financial statements, and reports to share with the client.
- Identify process improvements and bring them to resolution to share with the Manager of Accounting Services.
- Execute assigned tasks while ensuring compliance.
- Identifies opportunities for additional services.
- Build and manage accounting and financial systems using Zenbooks best practices and SOPs.
- Provide subject matter expertise and understand the needs of clients.
- Maintain client relationships
- Ensure client solutions are delivered on time.
- Maintain and build relationships with internal accountants and consultants.
- Oversee implementation of new software (e.g., payroll, accounting, payments) and processes in client organizations.
- Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
- Preparing sales tax (GST/HST/PST) returns
- Perform financial statement reviews and prepare client files for year-end tax accountants
Core Competencies
- Attention to Detail and Strong Organizational Skills
- Customer Service-Oriented with Excellent Communication
- Adaptability and Effective Problem-Solving Skills
- Time Management and Multitasking Abilities
- Collaboration and Initiative in Team Settings
Experience + Requirements
- 2-3 years of experience working in a client-facing position within public accounting.
- 1-2 years of experience helping clients with monthly reporting in a client-facing position.
- Familiarity with cloud accounting software (such as Xero and/or QBO)
- Must pass a criminal background check and/or education and employment verification.
- Working from home is a requirement, including access to high-speed internet and availability during core business hours.
Benefits & Perks
Job Type: Full-time
Salary: $70,000 to $83,000 per year
- 5 Personal Days + 10 Vacation days + 1 week during the winter holidays
- 100% Employer-paid Health benefits (medical, dental, disability, life insurance, and vision) (including EAP) and flexible health spending account