Administrative Assistant, CAN Tax

Moodys Gartner; Calgary; Hybrid; CAD 42,000 - 54,000; Full time

Job summary

Moodys Gartner in Calgary is seeking an Administrative Assistant to support client onboarding, tax preparation, and billing for the accounting team. You will manage document workflows, e-file returns, and maintain client communications.

The role requires 1–3 years of administrative experience (accounting preferred), post-secondary education, and familiarity with CaseWare/TaxPrep or similar software. Strong organization and communication skills are essential.

Qualifications

• 1-3 years of administrative experience (with accounting experience preference)
• Post secondary education
• Experience with CaseWare or TaxPrep or other major accounting software is considered an asset
• Knowledge of U.S. or Canadian tax filings is considered an asset
• Experience in a professional services firm is considered an asset
• Candidate must be trustworthy with sensitive client information, self-motivated and able to work in an unsupervised environment
• Exceptional interpersonal skills, strong written and oral communication skills, analytical skills, organizational and planning skills
• Attention to detail, self-starting, and action-oriented while regularly exercising independent judgment and seeing tasks through to completion
• Proactive in project management
• Intermediate to advanced skills in Microsoft Office
• Comfortable learning new computer systems and technologies
• Works very well under pressure and in a fast-paced environment
• Works well independently and within a team setting
• Capable of managing multiple tasks simultaneously

Responsibilities

• Coordinate client onboarding, including preparing engagement letters, setting up secure portal access, and providing document request lists
• Prepare paper-filed tax returns and supporting documentation, assemble mailing packages, and ensure they are sent to the appropriate tax authorities and addressee
• Prepare and maintain internal status reports to support the tracking of filing deadlines, submissions, and filing confirmations
• Provide administrative, billing and AR support to the accounting team – meeting coordination, report and document preparation, ad hoc tasks
• Handle general correspondence efficiently and proactively action any items requiring immediate attention
• Prepare deliverables for clients and maintaining our client workflow and data base systems
• E-file tax returns
• Organize, scan, save and fax documents
• Respond to client emails and correspondence, answer calls and communicate with clients
• Support billing function as needed
• Update client contact information in database and associated software

Skills

Administrative experience

Interpersonal skills

Written & verbal communication

Analytical skills

Organizational skills

Attention to detail

Self-motivation

Project management

Teamwork

Multi-tasking

Education

Post secondary education

Tools

CaseWare

TaxPrep

Microsoft Office

Job description

• Coordinate client onboarding, including preparing engagement letters, setting up secure portal access, and providing document request lists
• Prepare paper-filed tax returns and supporting documentation, assemble mailing packages, and ensure they are sent to the appropriate tax authorities and addressee
• Prepare and maintain internal status reports to support the tracking of filing deadlines, submissions, and filing confirmations
• Provide administrative, billing and AR support to the accounting team – meeting coordination, report and document preparation, other ad hoc tasks as needed
• Handle general correspondence efficiently and proactively action any items requiring immediate attention
• Prepare deliverables for clients and maintaining our client workflow and data base systems
• E-file tax returns
• Organize, scan, save and fax documents
• Respond to client emails and correspondence, answer calls and communicate with clients
• Support billing function as needed
• Update client contact information in database and associated software

Qualifications:

• 1-3 years of administrative experience (with accounting experience preference)
• Post secondary education
• Experience in CaseWare or TaxPrep or other major accounting software is considered an asset
• Knowledge of U.S. or Canadian tax filings is considered an asset
• Experience in a professional services firm is considered an asset
• Candidate must be trustworthy with sensitive client information, self-motivated and able to work in an unsupervised environment
• Exceptional interpersonal skills, strong written and oral communication skills, analytical skills, organizational and planning skills
• Attention to detail, self-starting, and action-oriented while regularly exercising independent judgment and seeing tasks through to completion
• Proactive in project management
• Intermediate to advanced skills in Microsoft Office
• Comfortable learning new computer systems and technologies
• Works very well under pressure and in a fast-paced environment
• Works well independently and within a team setting
• Capable of managing multiple tasks simultaneously