We are looking for a Client Relations Administrator to join our growing team at ONBusiness, a division of Gauvreau Accounting Tax Law Advisory. This is a pivotal role within the firm, responsible for creating a welcoming and professional atmosphere at our Steinbach office for all clients and visitors, and dedicated to building and maintaining strong, long-term relationships with clients. This position ensures that clients receive exceptional service and support. The role involves a blend of client interaction, administrative duties, and collaboration with internal teams to meet and exceed client expectations.

Accountable For:

– Promptly greet clients and visitors upon arrival at reception

– Offer refreshments to clients and visitors

– Answer and direct phone calls; take messages and promptly deliver to appropriate team member

– Ensure the reception area is clean and organized

– Handle incoming and outgoing mail and packages

– Maintain logbook of incoming/outgoing client records, mail and courier packages

– Prepare weekly correspondence to CRA and arrange courier

– Receive payment from clients

– Preparation and distribution of Daily Cash spreadsheet

– Cash out and prepare settlement reconciliation on POS system end of each day

– Responsible for unlocking and locking front and back entrances at appropriate times

– Responsible for checking drop box each morning for client records

– Responsible for turning the TV on and off at appropriate times

– Responsible for ensuring garbage and recycling bins are put out for pick up and returned the following day

– Contact client to gather all required information and properly store the information on the server

– Set up in various databases

– Responsible for logging in all Bookkeeping and Tax projects

– Responsible for logging in T4/T5/T3/T1s; assemble and deliver client packages and collection of signatures

– Preparation of year end requirement letters and engagement letters; scan onto server once received back signed

– Responsible for logging in of client year end projects

– Assembly of financial statement package

– Responsible for scheduling year end meeting with appropriate partner

– Lockdown and roll forward of CaseWare files

Other Client Services:

– Develop and nurture long-term relationships with clients

– Address client inquiries and resolve issues promptly

– Act as the primary point of contact for clients, ensuring clear and effective communication

– Work with internal teams to address client needs and ensure quality service

– Maintain accurate and up-to-date records of client information

– Respond to CRA requests, and upload required information via Represent a Client

– Print letters, invoice, financial statements, T2 corporate tax returns, and lead sheets, extra lead sheets for Small Business when requested

– Check shareholders’ and managers’ calendars daily to confirm and prepare for any client meetings;

– Ensure the shareholders and managers have appropriate files for their meetings

– And other general duties as assigned

Qualifications/Skills, Experience, and Personal Attributes:

– Effective communication skills (verbal, written, electronic);

– Solid knowledge and skills in Microsoft Word, Excel, PowerPoint and Outlook

– Proficient keyboarding skills;

– Ability to work independently;

– Ability to meet deadlines;

– Ability to co-ordinate multiple tasks;

– Excellent time management skills (organization & prioritization);

– A positive attitude with a desire to exceed expectations;

– Likes to have fun at work every day.

This position is located in our Steinbach office however training will take place for part of August in our Winnipeg office therefore you must have access to a vehicle.

We have Four Core Values at Our Firm:

• All In (passion for what you do and a commitment to excellence)

• Own It (solutions oriented, owning outcomes)

• Choose Opportunity (willingness to innovate)

• Better Together (teamwork drives the best results)

Learn more about us here: https://gauvreaucpa.ca/join-us/ and in this video:
https://www.youtube.com/watch?v=XuJBnoF5lpY

Do our core values resonate with you?

Does your skillset align with this role?

If so, we want to hear from you!