Administrative Assistant – CAN Tax

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

Benefits offered by this job

Health Insurance

Extended Benefits

Vacation Days

Personal Care Time

Professional Development

Free On-site Gym

Job summary

Moody's Gartner in Calgary, Alberta is seeking an organized administrative professional to support our accounting team. You will coordinate onboarding, file preparation, and maintain client documentation, while assisting with billing and AR tasks.

The role requires 1-3 years of admin experience (accounting familiarity a plus), proficiency in MS Office, and the ability to work independently in a fast-paced professional services environment.

Qualifications

• 1-3 years of administrative experience (with accounting experience preferred).
• 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.
• 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.
• Proactive in project management.
• Intermediate to advanced skills in Microsoft Office.
• Comfortable learning new computer systems and technologies.
• Works well under pressure and in a fast-paced environment.
• Works well independently and within a team setting.

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

Admin skills

Attention to detail

Communication skills

Project management

MS Office

Education

Post-secondary education

Tools

CaseWare

TaxPrep

Job description

The successful candidate will thrive working in an engaging, collaborative, fast-paced, innovative environment while supporting dedicated accounting professionals.

Overview:

• You will provide project coordination, administrative support, as well as organizational support to our accounting team
• You will produce and maintain databases, digital filing systems, and other records
• You will assist the accounting team with all administrative needs
• You will participate in the overall department’s development of internal best practices, processes and procedures – your feedback and ideas will be valued to ensure proper communication between departments
• You have a great attitude — proactive, positive, always seeking to better our team, constantly seeking ways to add value

Duties:

• 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 preferred)
• 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
• Dynamic Work Environment
• Health Insurance / Extended Benefits
• Vacation Days / Personal Care Time
• Professional Development
• Free On-site Gym