Job Overview

Moodys Private Client LLP is a fast-growing firm focused on delivering exceptional private client services.

We are seeking a detail-oriented and organized Administrative Legal Assistant. The successful candidate will thrive working in an engaging, collaborative, quick-paced, innovative environment while supporting dedicated Accounting professionals.

Responsibilities

- 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
- Update client contact information in database and associated software

Qualification

- 1-3 years of administrative experience (tax, accounting background valuable)
- Post secondary education
- Intermediate to advanced skills in Microsoft Office
- Experience in CaseWare or TaxPrep or other major accounting software 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
- Comfortable learning new computer systems and technologies
- Self-motivated and takes initiative
- Capable of managing multiple tasks simultaneously
- Exceptional interpersonal skills, robust 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

Pay: $50,000.00-$65,000.00 per year

Benefits

- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Vision care

Work Location: In person

📌 Administrative Legal Assistant (Calgary)
🏢 Moodys Law Firm
📍 Calgary