Administrative Assistant, CAD Tax

Duties: * Coordinate client onboarding, including preparing engagement letters, setting up secure portal access, and providing document request lists * Prepare paper-filed tax returns and supporting documentation, assemble mailing packages, and ensure they are sent to the appropriate tax authorities and addressee * Prepare and maintain internal status reports to support the tracking of filing deadlines, submissions, and filing confirmations * Provide administrative, billing and AR support to the accounting team - meeting coordination, report and document preparation, other ad hoc tasks as needed * Handle general correspondence efficiently and proactively action any items requiring immediate attention * Prepare deliverables for clients and maintaining our client workflow and data base systems * E-file tax returns * Organize, scan, save and fax documents * Respond to client emails and correspondence, answer calls and communicate with clients * Support billing function as needed * Update client contact information in database and associated software Qualifications: * 1-3 years of administrative experience (with accounting experience preference) * Post secondary education * Experience in CaseWare or TaxPrep or other major accounting software is considered an asset * Knowledge of U.S. or Canadian tax filings is considered an asset * Experience in a professional services firm is considered an asset * Candidate must be trustworthy with sensitive client information, self-motivated and able to work in an unsupervised environment * Exceptional interpersonal skills, strong written and oral communication skills, analytical skills, organizational and planning skills * Attention to detail, self-starting, and action-oriented while regularly exercising independent judgment and seeing tasks through to completion * Proactive in project management * Intermediate to advanced skills in Microsoft Office * Comfortable learning new computer systems and technologies * Works very well under pressure and in a fast-paced environment * Works well independently and within a team setting * Capable of managing multiple tasks simultaneously

The Administrative Assistant will coordinate client onboarding, prepare tax returns, and maintain internal status reports. They will also provide administrative and billing support to the accounting team while managing client correspondence and database systems.

Candidates should have 1-3 years of administrative experience, preferably in an accounting environment, and possess post-secondary education. Proficiency in Microsoft Office and the ability to manage multiple tasks in a fast-paced environment are required.

• Time managementPreferred
• Attention to detailPreferred
• CommunicationPreferred
• Microsoft OfficePreferred
• Data entryPreferred
• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Administrative support
• Tax return preparation
• Client onboarding
• Billing
• Accounts receivable
• CaseWare
• TaxPrep
• Microsoft Office
• Project management
• Data entry
• Communication
• Organizational skills
• Attention to detail
• Time management
• Database management
• CaseWare Software Applications
• Action Oriented
• Self-Starter
• Workflow Management
• Client Onboarding
• Administrative Functions
• Planning
• Self-Motivation
• Analytical Skills
• Microsoft Access
• Accounting
• Accounting Software
• Document Preparations
• Interpersonal Communications
• Project Management
• Tax Preparation
• Tax Returns
• Verbal Communication Skills
• Coordinating
• Filing
• Trustworthiness
• Detail Oriented

• Administrative
• Finance & Accounting
• Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

Minimum education

High school

Minimum experience

0+ years

Posting language

English

Working hours

40 hours per week