07 Oct
|
Yale PGC
|
Toronto
About the Role
Yale PGC LLP, a growing public accounting firm in Toronto, is seeking a detail-oriented and proactive Administrative Assistant to support our partners, managers, and administrative team. This role combines support across client file management, correspondence and firm workflow.
Key Responsibilities
Setting up new clients in the company wide CRM system
Helping clients get authorized with the CRA
Dealing with administrative CRA matters, including transferring payments, responding to collection agents, CRA general client queries, etc.
Producing clerical responses to CRA and assisting with CRA letters
Providing reports to the partner such as WIP, AR, client lists for practice administration efficiency
Prepare invoices and other documentation, including tax filing packages, engagement letters and e-packages
Assisting with e-filing of tax returns
Handle daily mail, courier services, and document scanning
Perform clerical duties, including collections and general correspondence
Support tax season workflow, including categorization and routing of tax work intake
Assist Partners,
Managers, and Accounting Staff as required
Other administrative tasks as assigned
Hours of Work Monday to Friday, 8:30 AM to 5:00 PM
Salary
$42,000 - $50,000
Requirements
Excellent written and verbal communication skills
Robust organizational, time management, and follow-through abilities
Ability to work well under pressure and as part of a team
Strong attention to detail with the ability to follow directions and procedures efficiently and accurately
2+ years of administrative experience, ideally within a skilled services, accounting, or legal environment
High degree of discretion when handling confidential client and firm information
Proficiency in Microsoft Office (Outlook, Word, Excel)
Experience with CaseWare, Taxprep, or similar accounting software platforms is an asset, but not required
This is a full time, on-site position with a strong emphasis on administrative support
Work Location: Toronto
📌 Administrative Assistant Toronto
🏢 Yale PGC
📍 Toronto