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Our client, a CPA firm located in downtown Calgary, is looking for a Senior Administrative Assistant to join their team in a fully in-office capacity.

Reporting the the Operations Manager, responsibilities include:

– Coordinating the intake and review of client documents and following up as necessary

– Main contact for a specific group of clients

– Scheduling jobs in iFirm to track and monitor workflow

– Maintaining client database including additions, deletions and changes as needed

– Owner of all tasks related to client experience including answering client inquiries, liaising with the CRA on behalf of the firm and our clients

– Responding quickly, professionally, and accurately to all inquiries regarding appointments, assistance, invoicing, payments, status requests, complaints, and feedback

– Interactive with stakeholders at all levels including clients, Partners and other team members

– Using CaseWare, TaxPrep, iFirm, and corresponding with the CRA

– Maintaining confidentiality with all materials, and exercising discretion when interfacing with clients

– Reviewing client documents to ensure sufficient information is present prior to year end review

– Ensuring consistent communication between clients and partners and follow up when there is outstanding or missing documentation

– Regular accounts receivable billing and collection follow up including informing partners on outstanding invoices

– Process tax returns through eFiling, monitor submission status for acceptance acknowledgements, follow up on rejections

– Assist Operations Manager with process development, operations, and other responsibilities

– Leading weekly team huddles to assist in monitoring work in progress

– Engagement and fee letter drafting

– Working with Partners for all meeting coordination including preparation and follow-up

– Year end scope of work, budget drafting and ongoing tracking for each project

Experience in iFirm is a major asset, and intermediate Excel is required for the position. If you are looking for a team where you can continue to grow and advance in your career, this is a great opportunity for you! 

For immediate consideration of this exceptional opportunity, please contact quoting job posting #4470

Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest.

    • Job type: Permanent
    • Location: Calgary
    • Date posted:
    • Pay:$- $ per hour