Administrative Assistant, Tax

Reporting to: Partners, Senior Managers & Managers

Salary range: $60,000 - $80,000

Start Date: ASAP

Status: This posting is for an existing vacancy.

Crowe Soberman LLP is more than one of Canada's premier independent chartered professional accounting firms. We are a group of passionate people, delivering meaningful results to our clients. We are looking for a motivated, self-starter to join our Taxation team. The Administrative Assistant plays an integral role, intuitively anticipating the needs of the team in carrying out the day-to-day operations. The ideal candidate will thrive in a fast-paced environment, work well as part of a team, and have a strong attention to detail.

Principal Duties and Responsibilities:

• Providing administrative support to tax partners and tax team;
• Issuing conflict checks, setting up new clients, and maintaining client database in the CRM (Dynamics 365);
• Creating Caseware files for new clients, roll forwards, drafting engagement letters and enclosure letters;
• Printing and assembling tax packages and processing e-returns;
• Preparing T4, T5, and NIL returns;
• Quality review (accuracy, completeness, appearance) of outgoing correspondence;
• Ensuring complete confidentiality when dealing with sensitive documents and issues;
• Ability to prepare and follow-up with work in progress and full cycle of invoicing;
• Preparing and submitting forms to the Canada Revenue Agency;
• Setting-up, transmitting, and obtaining information from the client portal and filing accordingly;
• Emailing and scanning documents to clients, etc. (as required);
• Liaising with internal departments in a professional manner;
• Other administrative duties as assigned.

Other Responsibilities:

• Back-up and assisting administrative assistant team with day-to-day support and backlog;
• Maintenance of partner's tracking sheet;
• Organize and coordinate internal & external meetings, etc.;
• Organize client gift baskets, birthday cards and other client relations initiatives, working with marketing as required;
• Perform mail-merge, work with Word and PowerPoint templates;
• Coordinate travel arrangements;
• Assist with client meeting presentations as required; and

Qualifications:

• Excellent verbal and written communication skills;
• Highly effective organizational skills and detail-oriented;
• Self-motivated with strong prioritizing and follow-up skills;
• Ability to cope in a deadline-driven environment;
• Proven editing and proof-reading skills;
• Ability to work independently and as part of a team with input from many stakeholders; and
• Available to work moderate overtime.

Education and/or Experience:

• University Degree or College Diploma an asset
• Minimum 2 years of administrative experience in a professional environment preferred
• Must be able to work with numbers
• Ability to understand basic accounting
• Experience at an accounting firm an asset

Computer Skills:

• Strong knowledge in Caseware/ Caseview
• Microsoft Office Applications - Word, Excel, PowerPoint, SharePoint & Outlook

Key Competencies:

• Highly organized
• Adaptable
• Team player
• Positive attitude and flexible
• Problem-solver
• Strong interpersonal skills
• Strong written and oral communication
• Client service oriented
• Strong ethics and good judgment
• Takes initiative

At Crowe Soberman, we take pride in being an equal opportunities employer. Our dedication lies in fostering a workplace that is inclusive and free of barriers, enabling every individual to realize their full potential. We recognize the significance of a diverse workforce in achieving success and encourage everyone to bring their authentic selves to work. We invite qualified candidates to apply and consider making Crowe Soberman your employer of choice- accommodation will be provided in all parts of the hiring process, please advise us in advance. How do we build a culture of belonging? Learn more here.

We thank all applicants who apply, however, only those selected for an interview will be contacted.