Accounting Software Implementation Specialist
Location: Remote – Ontario Type: Full-time Compensation: $85,000 – $115,000, commensurate with experience
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About the Role
BAI is the only Canadian firm focused exclusively on software integration and implementation for public accounting firms. We are looking for someone to guide our member firms through the adoption, integration, and ongoing refinement of our policy-based platform.
This is a remote role suited to an experienced professional who thrives working independently, communicates with confidence, and enjoys helping others work smarter.
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What You'll Do
Facilitator – Collaborate, problem-solve, and educate small groups within our member firms.
Coach – Mentor clients through the implementation, integration, and continued refinement of our well-documented policies, protocols, and guidance.
Technician – Follow well-documented procedures to manipulate data and run scripts to configure apps and servers.
Collaborator – Research and evaluate new features as accounting apps evolve, then document findings and best practices to keep our member firms ahead of the curve.
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Your Impact
- Help accounting firms work with technology that fits how they operate
- Turn inconsistent processes into documented workflows the whole firm can rely on
- Be the calm, knowledgeable voice that gives clients confidence when technology feels overwhelming
- Contribute to best practices that benefit hundreds of firms across Canada
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What We're Looking For
Communication
- Explain technical concepts using clear, common-sense language
- Guide clients through tasks and configurations by screen share
- Proactive with client outreach — check-ins, follow-ups, and timely responses
Work Style
- Works independently without close supervision
- Strong attention to detail and accuracy
- Manages task lists and deadlines reliably
- Curious, teachable, and efficiency-minded
Technical Skills
- Run and modify existing Windows scripts (bat, vbs, ps, etc.)
- Set and modify Windows file security, folder permissions, and network shares
- Methodical and systematic in troubleshooting
Data Analysis & Automation
- Build, interpret, and modify complex Excel formulas
- Compare and reconcile data across multiple sources
- Run and modify existing VBA macros and automation tools
- Use BI tools such as Power BI to explore and visualize large datasets
Accounting Software
- Tax preparation or review (Taxprep, TaxCycle, ProFile, etc.)
- Audit & assurance file preparation (Caseware Working Papers, Caseware Cloud)
- Document management (Doc.It, iFirm, M-Files, etc.)
Documentation
- Write clear, accurate step-by-step instructions for non-technical audiences
- Review and QC technical documentation for accuracy, clarity, and consistency
- Work within established templates and style guides
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Nice to Have
- Professional accounting designation (CPA or equivalent)
- Experience at a public accounting firm
- Experience at a software vendor or MSP
- Familiarity with Power Automate or similar automation tools
- Experience using AI assistants as a work tool
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Benefits
- $85,000 – $115,000 salary, commensurate with experience
- Fully remote — furniture and monthly home office allowances included
- Extended health, dental, life, and disability coverage
- Training and development budget
- 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.
Pay: $85,000.00-$115,000.00 per year
Benefits:
- Company events
- Dental care
- Extended health care
- Work from home
Application question(s):
- Tell us about a time you took the initiative to automate a manual process or build a tool to save time. What was the problem, and what tools (e.g., Power Automate, VBA, AI, Excel) did you use?
- Which public accounting software are you most comfortable with, and in what capacity did you use or support them?
- Do you have experience in a client-facing role where you had to train or explain technical concepts to non-technical users?
- Tell us about a time you had to reconcile two large datasets that didn’t match. What specific tools or methods did you use to hunt down the outliers, exceptions, or missing data?
- This role sits at a very unique intersection: Public Accounting rules, IT troubleshooting, and workflow automation. Which of these three areas excites you the most, and why?
Education:
- Bachelor's Degree (preferred)
Experience:
- Microsoft Excel: 1 year (required)
- Scripting / Automation: 1 year (preferred)
- Caseware Working Papers: 1 year (preferred)
- Tax Software (Taxprep / ProFile / TaxCycle): 1 year (preferred)
- CPA Accounting firm: 1 year (preferred)
Location:
Work Location: Remote
