Join Fuller Landau
We are a collaborative team that supports your success and welcomes your ideas and ambition. Our professional commitment is also personal.
Your Opportunity
The Administrative Assistant supports our Advisory practice and collaborates with internal and external stakeholders.
Major Responsibilities
- Prepare and format correspondence, reports, and presentations according to marketing standards.
- Assist in formatting financial statements and other documents using Caseview/Caseware.
- Manage the conflict check process from start to finish, including tracking.
- Handle work in process for billing partners and managers.
- Manage calendars, schedule meetings, and coordinate catering for on-site and off-site meetings.
- Plan and coordinate meetings for internal and external clients.
- Ensure file integrity, management, and backup of digital and physical copies.
- Prepare T2 assemblies and assist with T1 assemblies during tax season.
- E-file T2, T1, and trust returns.
- Manage billing, client invoices, and internal expenses for the advisory team.
- Provide general office support and shared reception duties as needed.
Qualifications
- 3-5 years of experience as an administrative assistant in an accounting firm.
- Experience working with senior leadership.
- Proficiency with Caseware/Caseview is required.
- Tax Prep experience is an asset.
- Expertise in Microsoft Office Suite, especially Excel (pivot tables, VLOOKUPs, conditional formatting) and Word (Design, Reference, Layout).
- Working knowledge of Adobe Acrobat.
- Experience editing reports, proposals, and communications, with attention to detail.
- Support experience within legal or accounting teams is preferred.
- Excellent communication skills across all professional levels.
What We Offer
- Competitive compensation, including performance bonuses.
- Flexible hours and hybrid work arrangements.
- Additional summer paid time off.
- Group RRSP and benefits plan.
- Clear career development pathways.
- Mentorship for CPA pursuits.
- Customized ongoing training and education.
- Participation in committees like our Fun Committee and Process Improvement Committee.
- Weekly on-site massage therapy and healthy snacks during busy seasons.
- Opportunity to give back through the Fuller Giving Foundation.
About Fuller Landau
We are an accounting, tax, and advisory firm with over 150 team members serving private businesses, high-net-worth families, and their advisors.
Diversity, Equity, and Inclusion
We value and celebrate diversity and are committed to creating an inclusive environment. We encourage applications from all qualified individuals, including those requiring accommodations during the recruitment process.