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We are currently seeking an experienced Administrative Assistant who can add value to our growing administrative department. This individual will serve as a key contributor to the daily activity of our firm’s leadership by working directly with our partners, managers, accounting staff, administrative, audit, and tax team. In this role, you will be required to work on a wide-range of assignments but will primarily focus on accounting and communication tasks along with managing daily office activities. We are looking for a well-versed individual who exhibits excellent interpersonal, communication, and organizational skills.
Job Responsibility:
Assemble and process tax returns for both electronic and hard copy delivery to clients
Compose and continuously update client proposals and engagement letters
Arrange spreadsheets and miscellaneous reports as requested
Assist with drafting new client forms
Assist with processing of engagement letters
Assist the CIRA Depts. as need for administrative tasks such as client fees, client records and workflow processing)
Draft Power of Attorney, Installment Agreements, etc
Process 1099’s
Process IT 204 LL’s
E-Filing
Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts
Manage GoFileRoom (GFR) tax workflows, rollovers, and tracking as deadlines approach
Collaborate with the administrative team to ensure daily workflow is being effectively handled
Diligently review and notarize documents (Notary not mandatory but would be a bonus)
Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc
Requirements:
Minimum 3+ years of administrative experience
CPA or professional services firm experience preferred
Must be flexible with hours and available to work some overtime as needed
Mandatory 3 day in office work week
Overtime hours may be required during busy season (January through April including some Saturdays, depending on workflow as well as September & October major deadlines)
Strong attention to detail, proofreading, and problem-solving skills
Ability to prioritize multiple assignments, manage interruptions, and shift priorities with ease
Ability to maintain a professional demeanour in a fast-paced, deadline-oriented environment
Ability to exercise complete confidentiality while working with sensitive information
Energetic team player with a positive attitude
Proficient in the use of Microsoft Word, Excel, Outlook and Adobe
Go File Room, CCH, ProSystem Fx a plus
Excellent verbal and written communication skills
Nice to have:
Notary
Go File Room, CCH, ProSystem Fx experience
What we offer:
Remote work flexibility
competitive salary and benefits package
Unlimited Work Options
generous PTO
Medical
Dental
Vision
401(k)
Summer Fridays
collaborative work environment strongly committed to your professional growth and success