- 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 setting
- 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