22 Oct
|
Express Employment Professionals - Halifax
|
Nova Scotia
22 Oct
Express Employment Professionals - Halifax
Nova Scotia
Express Employment Professionals is proud to partner with a public accounting firm to recruit a Client Information Coordinator for their team.
This is a great opportunity for someone with previous experience working in a public accounting firm who enjoys the industry and understands what goes into preparing year-end and personal tax files, but prefers client communication, organization, and administration over preparing the accounting or tax files themselves.
The Client Information Coordinator will play an important role in keeping files moving by communicating with clients, following up on outstanding information, organizing documentation, and ensuring accountants and tax preparers have everything they need to complete their work.
Responsibilities:
Contact clients to request information and documentation required for year-end and personal tax files and follow up regularly on outstanding items and deadlines
Review and organize client documentation, identifying missing or unusual items and ensuring files are complete and ready for the accounting team
Maintain checklists and tracking systems for outstanding client information
Communicate with accountants and tax preparers regarding client responses, missing information, and potential issues
Communicate with the Canada Revenue Agency (CRA) regarding routine administrative matters, including obtaining information and following up on requests
Respond to routine client questions and escalat[e] accounting or tax-related questions when appropriate
Provide reception and front-desk coverage as required, including answering phones and greeting clients
Prepare client packages and assist with electronic and paper filing
Provide administrative support to the management and accounting teams
Assist with additional office projects and administrative duties as required
Requirements:
Previous experience working in a public accounting firm is required
An understanding of the information and documentation required to complete year-end and personal tax files
Previous experience with CaseWare is a solid asset
Experience working through the personal tax cycle is an asset
Strong organizational skills and attention to detail, with the ability to manage multiple files, deadlines, and competing priorities
Robust written and verbal communication skills, with the confidence to contact clients by phone and email and follow up persistently for outstanding information
Able to recognize when information is missing, incomplete, or requires further clarificationStrong computer skills and the ability to learn accounting and document-management software
Professional, dependable, and comfortable working in a small office environment
Strong work ethic and the ability to work independently while supporting a team
Our client offers:
$50,000–$60,000/year, depending on experience
Monday to Friday, 7.5-hour workday
Flexible scheduling, with employees generally expected to be available in the office between 10:00 am and 3:00 pm
Opportunity to work from home up to two days per week when responsibilities allow
Medical benefits
RRSP program
Free on-site parking
A relaxed but professional, supportive work environment
A stable, long-term position with the opportunity to continue learning within the public accounting industry
About Express Employment Professionals
At Express Employment Professionals, we help people find temporary, permanent, and contract opportunities that align with their skills, experience, and career goals. We take the time to get to know our candidates and support them throughout the hiring process to help them find the right fit.
We welcome applications from people of all backgrounds and experiences. If you're interested in this opportunity but don't meet every qualification, we still encourage you to apply.
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📌 Client Information Coordinator (Nova Scotia)
🏢 Express Employment Professionals - Halifax
📍 Nova Scotia