Our client, a well-established and growing CPA firm in Milton, is seeking a professional, organized, and detail-oriented Administrative Assistant to support both the firm's accounting team and senior leadership. This is an excellent opportunity for someone who enjoys working in a professional services environment and thrives in a fast-paced office setting. The successful candidate will play a key role in keeping the office running smoothly, coordinating client communications, managing administrative processes, and providing executive support to the firm's partners.

What You'll Be Doing

Administrative & Executive Support

- Manage calendars, appointments, and meeting schedules for partners and senior staff.
- Coordinate client meetings, conference calls, and office events.
- Prepare engagement letters, client correspondence, reports, and presentations.
- Screen, prioritize, and respond to emails and phone inquiries.
- Maintain electronic and physical filing systems.
- Assist with document preparation, scanning, and organization for client files.
- Coordinate office supplies, vendor relationships, and general office administration.
- Support partners with travel arrangements, expense reporting, and special projects.

Client & Accounting Administration

- Serve as the first point of contact for clients, providing exceptional customer service.
- Assist with onboarding new clients and maintaining client records.Track engagement deadlines and assist with workflow coordination.
- Prepare and distribute tax organizers, engagement packages,



and client documentation.
- Collect and organize information required for tax filings and financial statements.
- Assist with billing, invoicing, accounts receivable follow-up, and payment processing.
- Coordinate document signatures and CRA correspondence.
- Support the accounting team during busy tax and year-end periods.

What We're Looking For

- 2+ years of administrative experience, preferably within a CPA firm, accounting firm, law firm, or professional services environment.
- Robust organizational and time-management skills with the ability to manage multiple priorities.
- Excellent verbal and written communication skills.
- Proficiency with Microsoft Office (Outlook, Word, Excel, Teams).
- Experience with accounting or practice management software is considered an asset.
- Professional demeanor and strong attention to detail.
- Ability to handle confidential information with discretion.

Why Join?

- Stable and growing accounting firm with a collaborative culture.
- Exposure to public accounting and professional services operations.
- Opportunity to work closely with experienced partners and professionals.
- Competitive compensation and benefits package.
- Convenient Milton location with free parking.
- Long-term career growth and development opportunities.

If you're a highly organized administrative professional who enjoys supporting a busy team and delivering exceptional client service, we'd love to hear from you.

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📌 Administrative Assistant (Milton)
🏢 Envy Consulting Group
📍 Milton