Administrative Assistant, CAN Tax

Moodys Private Client; Calgary; On-site; CAD 42,000 - 56,000; Full time

Job summary

Moodys Private Client in Calgary, AB is seeking an organized administrative assistant to coordinate client onboarding, prepare tax paperwork, and support the accounting team. You will handle document management, e-file tax returns, respond to client inquiries, and maintain accurate client records using CaseWare/TaxPrep and MS Office.

Post-secondary education and 1-3 years of admin experience preferred, with accounting exposure.

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.

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, 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

Skills

Administrative support

Communication

Attention to detail

Self-motivation

Organizational skills

Multitasking

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