The successful candidate will thrive working in an engaging, collaborative, rapid-paced, innovative environment while supporting dedicated accounting professionals.

Overview:

- You will provide project coordination, administrative support, as well as organizational support to our accounting team
- You will produce and maintain databases, digital filing systems, and other records
- You will assist the accounting team with all administrative needs
- You will participate in the overall department’s development of internal best practices, processes and procedures – your feedback and ideas will be valued to ensure proper communication between departments
- You have a great attitude — proactive, positive, always seeking to better our team, constantly seeking ways to add value

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 preferred)
- 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
- Dynamic Work Environment
- Health Insurance / Extended Benefits
- Vacation Days / Personal Care Time
- Professional Development
- Free On-site Gym

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📌 Administrative Assistant – CAN Tax (Calgary)
🏢 Moodys Gartner
📍 Calgary