Prepare routine and non-routine correspondence on behalf of Principals such as CRA correspondence, Letters of Engagement for clients
Provide quality control such as reviewing, proofreading and formatting of all documentation on behalf of the firm such as financial statements, client files
Manage client records electronically using ShareFile and DocuSign
E-file projects such Corporate Tax Returns and Business Authorization Consent Forms with CRA
Manage firm administrative processes such as tracking of work queues and records management
Perform other related administrative duties, as assigned
Requirements :
Exceptional communication and interpersonal skills, in both verbal and written communication
Previous related experience in administration and customer service
Ability to take initiative, to organize workload efficiently and manage/meet deadlines
Strong attention to detail and high level of accuracy
Approachable, supportive team player with a strong sense of urgency and a demonstrated history of achieving common goals
Experience working in a professional and confidential capacity
Strong computer skills, including MS Office, Adobe Acrobat, web-based programs/databases and general office equipment