Caseware23d ago

Consultant, Professional Services

TorontoRemoteFull Time - Permanentmid

OtherProfessional Services

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Quick Summary

Overview

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,

Technical Tools

OtherProfessional Services

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As a Consultant in Professional Services at Caseware, you will participate in the implementation of Caseware accounting, audit, and assurance solutions, owning delivery from initiation through go-live. You will be the primary solution expert on client engagements, translating business and regulatory requirements into scalable, best-practice Caseware configurations. You will manage senior client stakeholders, ensure delivery quality, and proactively mitigate project risks while working independently or as part of a team on engagements. In addition, you will mentor Associate Consultants, provide solution oversight, and collaborate with Product, Support, Sales, and Engineering teams to resolve issues and improve offerings. Consultants also contribute to pre-sales activities and the continuous improvement of Professional Services methodologies and standards. The Consultant will report to the Director, Professional Services.

Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, and go-live support.

Act as the primary solution authority for assigned client engagements, providing expert guidance on Caseware functionality, best practices, and accounting workflow optimization.

Translate client business and regulatory requirements into scalable, compliant Caseware configurations, ensuring alignment with applicable accounting standards and firm methodologies.

Manage client relationships, serving as a trusted advisor to customer stakeholders throughout the implementation lifecycle.

Oversee project execution and delivery quality on non-enterprise projects, including scope control, risk identification, issue resolution, and adherence to timelines, budgets, and service standards.

Collaborate cross-functionally with Product, Support, and Engineering teams to escalate issues, contribute to product feedback, and ensure successful client outcomes.

Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight.

Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions.

Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition.

Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness.

Experience (must meet one of the following):

At least 5 years’ experience in a customer-facing role (e.g., customer success, account management, implementation, product or project management) in a SaaS company serving the accounting profession.

At least 4 years’ experience working in an audit, accounting, or professional services firm, performing accounting, external audit, or assurance engagements.

Additional Required Experience & Skills:

Demonstrated experience in end-to-end software implementations, including requirements gathering, solution configuration, testing, and go-live support.

Strong understanding of accounting and assurance workflows, professional standards, and firm operating models.

Proven ability to manage client stakeholders and act as a trusted advisor throughout complex engagements.

Experience owning delivery outcomes, including scope, quality, risk, and timelines, with minimal oversight.

Excellent communication, facilitation, and documentation skills in a professional services environment.

Ability to mentor and contribute to team capability development.

Location & Eligibility

Where is the job

Toronto, Canada

Remote within one country

Who can apply

Listed under

Canada

Listing Details

Posted: April 4, 2026
First seen: April 4, 2026
Last seen: April 27, 2026

Posting Health

Days active: 23
Repost count: 0
Trust Level: 39%
Scored at: April 27, 2026

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Caseware

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Caseware International Inc. is a global leader in developing audit, assurance, financial reporting, and data analytics software for accounting firms, corporations, and governments. Founded in 1988, the Toronto-based company provides cloud-enabled solutions to over 500,000 users in 130 countries.

Employees

750

Founded

1988

Domain

Jobs

External application · ~5 min on Caseware's site

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