Baker Tilly Windsor is looking for a dynamic member to join the Internal Client Service team with our firm. With a new office located in the heart of Walkerville, we can offer a unique space to come in every day. We have a great team who works hard and plays hard. We’ve thrown axes at the boss (okay, at a picture of the boss), enjoyed wine tours as a group and even spent a day at a watch factory. We respect and promote work-life balance.

Baker Tilly is one of the largest firms of chartered professional accountants in Canada. We offer the opportunity to pursue your professional accounting career in a large firm with significant resources and mentoring while still enjoying an exceptional work-life balance.

Our unique structure fosters a client-service focus built from local, national and international expertise. We are a proud member of Baker Tilly International, giving us a diversified team of over 25,000 partners and staff spanning 145 countries. Our Windsor office is one of the area's fastest growing accounting and advisory firms in the area. Collectively, we offer a comprehensive range of accounting, auditing, tax and business advisory services to mid-market commercial clients, their shareholders and families, as well as multi-national businesses and not-for-profit organizations.

Your primary responsibilities will include:

• Client Assistance: Assist clients with appointment scheduling, inquiries, and general information. Provide outstanding customer service, ensuring clients feel valued and their needs are addressed promptly.
• Appointment Management: Schedule and coordinate client appointments with the appropriate staff members. Maintain the appointment calendar, ensuring efficient use of time and resources.
• Communication Liaison: Serve as a point of contact for internal and external communication, ensuring messages are relayed accurately and promptly to the appropriate parties. Disseminate information effectively within the organization.
• Administrative Support: Provide administrative assistance to various departments within the accounting firm, such as preparing documents, filing, data entry, and other clerical tasks as required.
• Confidentiality and Security: Maintain strict confidentiality regarding sensitive information and ensure the security of client records and files. Adhere to data protection policies and procedures.
• Problem Resolution: Handle client inquiries, complaints, or issues professionally and efficiently, escalating matters as necessary to the appropriate individuals or departments.
• Team Collaboration: Collaborate with colleagues and staff members to ensure smooth operations and effective teamwork. Support other administrative staff when required.
• Document Preparation: Review, modify, and prepare general templates, letters, reports, PowerPoint presentations, Word documents, and Excel workbooks. Support preparation and assembly of tax returns, financial statements, and audit packages
• Database Maintenance: Update and maintain internal databases to ensure information is current and accessible.

A successful candidate will have:

• Post-secondary diploma or degree.
• Minimum 3-5 year’s work experience in a professional services work environment in a similar role. Customer facing client service experience is considered an asset.
• Familiarity with Caseware, Caseview and Doc-It would be an asset as is familiarity with accounting terminology.
• Excellent verbal and written communication skills, with a professional and friendly demeanor.
• Strong organizational and time management abilities.
• Ability to handle multiple tasks simultaneously, prioritize effectively, and work well under pressure.
• Discretion and ability to maintain confidentiality when dealing with sensitive information.
• Strong attention to detail and accuracy.
• Proficient in using Microsoft Office software, including Excel, Word, PowerPoint, and Outlook.

Application Information: We offer a very competitive salary and benefits package based on experience and qualifications, as well as the opportunity to excel and advance your career in a dynamic public accounting environment.

If you are interested in applying for this position, submit your resume and cover letter to btw-hr@bakertilly.ca.

We thank all applicants for their interest but only those candidates selected for an interview will be contacted.