Careers

Build a career where your expertise makes a real impact.

For many years, we have been successfully guiding our Clients through complex insurance claim processes and/or supporting them with their accounting, and taxation needs. As a customer centric organization it is our goal to continuously meet and exceed our Clients’ needs and expectations. We are always looking for passionate individuals to join our professional team. Please reach out to us at careers@greatoakvfa.ca

We are high-performing and driven. However, we are also passionate, dedicated, friendly and supportive.

We highly value each of our Clients and we strive to provide them with an exceptional service.

We are innovative in the way we approach our work and we introduce new ways of doing the old things.

We are diverse. Our employees come from a wide range of backgrounds, and bring with them a wide range of experiences.

Current Opportunities

CUSTOMER RELATIONSHIP MANAGER (Collections Manager)

TORONTO, ON

Great Oak VFA is an industry-leading Litigation Support Firm composed of highly driven business, accounting, and vocational professionals. We deliver a full spectrum of litigation and economic support services to legal professionals and insurance companies  across Canada.

Job Summary

The Customer Relationship Manager reports directly to the President and is responsible for managing the collections process across insurance and legal client accounts. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities will include:

  • Manage Insurance and Legal collections boards in Monday.com, ensuring automation emails are sent out for all active files and that incoming responses are reviewed and addressed promptly.
  • Monitor and manage the shared payments inbox, ensuring all customer payment submissions are received, reviewed, and actioned in a timely manner.
  • Respond to legal requests regarding outstanding balances on select files, providing accurate and up-to-date account information.
  • Conduct weekly follow-up calls with legal contacts for collections and file updates, adhering to the call schedule and escalation structure outlined in Monday.com.
  • Respond to insurance inquiries regarding document requests, prioritizing unpaid files to ensure outstanding balances are addressed before document release.
  • Escalate files to management in a timely manner, clearly flagging concerns so that appropriate action can be taken.
  • Process payments received from customers and insurance providers in Universal (invoicing software), mark files as complete in Monday.com, and scan cheques to the corresponding client folder.
  • Proactively encourage customers to remit payments via EFT or e-transfer where possible, to streamline the payment process.

Desired Skills, Qualifications and Experience:

  • Bachelor’s degree or college diploma (preferred).
  • 3–5 years of experience in customer collections or customer service (preferred).
  • Strong proficiency in Microsoft Word, Excel, and Outlook.
  • Experience with Monday.com or similar project management tools is an asset.
  • Excellent organizational, analytical, and problem-solving abilities.
  • Strong attention to detail with the ability to manage multiple priorities simultaneously.
  • Professional communication skills, both written and verbal.

Employment Type: Part Time

Schedule: Monday , Wednesday, Friday 8:30AM – 4:30PM

How to Apply

Please send your resume and cover letter via email to: careers@greatoakvfa.com

Apply Now

careers@greatoakvfa.ca

DIRECTOR LITIGATION SUPPORT (CPA and CBV)

TORONTO, ON

Great Oak VFA is an industry-leading Litigation Support Firm composed of highly driven business, accounting, and vocational professionals. We deliver a full spectrum of litigation and economic support services to legal professionals and insurance companies across Canada. Services we provide to our clients include the following: income replacement benefit SABs reports (IRB), loss of income reports, pension loss calculations, present value calculations, vocational assessments, family law disputes, forensic accounting, business valuations and business interruption reports.

Job Summary

The Director, Litigation Support position reports directly to the President & COO and is responsible for managing the Accident Benefits Division at the firm. The candidate would be responsible for managing a team of case manages, which help facilitate file flow from clients and signing off on income replacement benefit SABs reports. The role would also have the ability to work in other service areas, experience dependent. This role requires strong analytical skills, team management, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Please note that the candidate must posses a Chartered Business Valuator (CBV) AND a Chartered Professional Accountant (CPA). The ideal candidate will have a proven record of providing credible, defensible expert analyses in complex financial disputes.

Key Responsibilities:

  • Experience in SABs reports, specifically income replacement benefit reports within Ontario
  • Prepare and review economic loss reports for use in litigation, arbitration, and mediation.
  • Provide independent, objective financial opinions in accordance with professional standards.
  • Collaborate with legal teams to ensure clarity and defensibility of expert findings.
  • Testify in court or arbitration as an expert witness, when required.
  • Maintain detailed documentation supporting all findings and conclusions.
  • Managing a team of office administrators to facilitate the flow of Income Replacement Benefit reports

Qualifications:

  • Bachelor’s degree or college diploma
  • Designation as a CBV (Chartered Business Valuator) and CPA (Chartered Professional Accountant) required.
  • Minimum 5 years of relevant experience in litigation support, forensic accounting, or economic loss quantification.
  • Prior trial or arbitration testimony experience is preferred.
  • Strong analytical, report writing, and communication skills.
  • Familiarity with standards of practice for expert financial testimony and valuation reporting.

Preferred Experience:

  • Experience with personal injury loss of income reporting, business interruption, commercial litigation, or insurance-related loss claims.
  • Previous collaboration with law firms, insurers, or forensic accounting practices.
  • Knowledge of industry valuation tools and case law precedents.

How to Apply

Interested professionals should submit the following:

  • A 1-page cover letter outlining experience
  • A resume or CV detailing relevant experience.
  • A summary of prior trial or arbitration testimony.

Please send applications to careers@greatoakvfa.ca with the subject line: “Director, Litigation Support Application – Great Oak VFA”

Apply Now

careers@greatoakvfa.ca

ACCOUNTANT, CPA, CBV

TORONTO, ON

Great Oak VFA Litigation Support is a unique to industry, innovative and fast-growing litigation support firm. We specialize in the quantification of insurance claims, including past and future loss of income, future cost of care calculations, vocational assessments, transferable skills analysis, labour market analysis and Income Replacement Benefit calculations.

We are expanding and our office is seeking a self-motivated, career-driven accountant (CPA-CA/CGA/CMA) with a broad range of accounting skills and business experience. You will have the opportunity to learn an industry specific skill set, conduct research, analyze financial activity and prepare very detailed reports that could be used in insurance claim litigation(s).

Responsibilities will include:

  • Liaising with insurance companies, policyholders and their representatives
  • Liasing with respective law firms representing the injured claimants
  • Gathering, assembling and verifying information and documentation from all available sources to endure a thorough compilation of facts required to complete the expert reports.
  • Communicating with the injured claimants to ensure they are familiar with all aspects of our services
  • Providing timely and regular status updates to clients
  • Meeting productivity objectives set by Great Oak VFA Management 
  • Staying current with applicable legislative and legal decisions
  • Preparing engagement proposals, work plans, time budgets and fee estimates

Desired Skills, Qualifications and Experience:

  • Minimum high school education or equivalent
  • Commitment to providing outstanding customer service
  • Superior attention to detail and accuracy
  • Strong interpersonal skills, including communicating in person, e-mail and telephone
  • Well organized, able to prioritize numerous tasks, and work on multiple assignments simultaneously
  • Proficient with Excel and Word
  • Ability to work both independently and also a consummate team player
  • Ability to meet time, budgets and deadlines
  • Enrolled in or completion of CIP designation an asset
  • Automobile insurance related experience an asset

We provide a competitive compensation package and an entrepreneurial environment to learn and grow professionally.

We thank everyone for taking the time to apply; only selected candidates will be contacted.

Apply Now

careers@greatoakvfa.ca

ADMINISTRATIVE SUPPORT

TORONTO, ON

Great Oak VFA Litigation Support is a unique to industry, boutique litigation support firm that provides vocational and economic consulting services to the legal community, third party payers and corporate industry in Ontario. We are continually growing and are actively looking to expand our team.

The ideal candidate will possess strong time management and planning skills, will be able to coordinate a variety of tasks, draft correspondence and effectively communicate with all the stakeholders. We place an emphasis on: attention to detail, proven administrative skills, natural tendency to be friendly and enthusiastic.

Responsibilities will include:

  • Communicating/liaising with insurance companies, legal representatives and accounting firms on a daily basis
  • Preparing and reviewing formal documents including correspondence, reports, drafts, memos, emails and facsimiles
  • Scheduling clients for appointments and coordinating support services
  • Maintaining electronic and hard copy filing system
  • Assisting with the preparation and mailing of invoices and cheques
  • Providing an administrative support function to firm Partners and consultants as needed
  • Performing administrative tasks including mailing scanning, faxing and copying

Desired Skills, Qualifications and Experience:

  • 2 years of administrative experience
  • Certificate/diploma in Administration, Business, Human Resource Management or similar fields are an asset (new graduates are welcome to apply)
  • Attention to detail is a must
  • Excellent verbal and written communication skills and ability to handle confidential/sensitive information with tact and diplomacy
  • Strong administrative, interpersonal and communication skills
  • Strong initiative and problem solving abilities
  • Ability to work independently with little supervision
  • Comfortable following written instructions and working with numbers
  • Comfortable working with people and communicating with professionals
  • Proven ability to perform repetitive tasks in a consistent and accurate manner
  • Knowledge of Accounting and/or Canadian Tax System is a plus

We provide a competitive compensation package and an entrepreneurial environment to learn and grow professionally.

We thank everyone for taking the time to apply; only selected candidates will be contacted.

Apply Now

careers@greatoakvfa.ca

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