07 Nov
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Express Employment Professionals - Halifax
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Halifax Regional Municipality
07 Nov
Express Employment Professionals - Halifax
Halifax Regional Municipality
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 deadlinesReview and organize client documentation, identifying missing or unusual items and ensuring files are complete and ready for the accounting teamMaintain checklists and tracking systems for outstanding client informationCommunicate with accountants and tax preparers regarding client responses, missing information, and potential issuesCommunicate with the Canada Revenue Agency (CRA) regarding routine administrative matters, including obtaining information and following up on requestsRespond to routine client questions and escalat[e] accounting or tax-related questions when appropriateProvide reception and front-desk coverage as required,
including answering phones and greeting clientsPrepare client packages and assist with electronic and paper filingProvide administrative support to the management and accounting teamsAssist with additional office projects and administrative duties as requiredRequirements:Previous experience working in a public accounting firm is requiredAn understanding of the information and documentation required to complete year-end and personal tax filesPrevious experience with CaseWare is a strong assetExperience working through the personal tax cycle is an assetStrong organizational skills and attention to detail, with the ability to manage multiple files, deadlines, and competing prioritiesStrong written and verbal communication skills, with the confidence to contact clients by phone and email and follow up persistently for outstanding informationAble to recognize when information is missing, incomplete, or requires further clarificationStrong computer skills and the ability to learn accounting and document-management softwareProfessional, dependable, and comfortable working in a small office environmentStrong work ethic and the ability to work independently while supporting a teamOur client offers:$50,000–$60,000/year, depending on experienceMonday to Friday, 7.5-hour workdayFlexible scheduling, with employees generally expected to be available in the office between 10:00 am and 3:00 pmOpportunity to work from home up to two days per week when responsibilities allowMedical benefitsRRSP programFree on-site parkingA relaxed but professional, supportive work environmentA secure, long-term position with the opportunity to continue learning within the public accounting industryAbout Express Employment ProfessionalsAt 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.
📌 Client Information Coordinator (Halifax Regional Municipality)
🏢 Express Employment Professionals - Halifax
📍 Halifax Regional Municipality