Administrative Assistant, Tax

Doane Grant Thornton LLP; Calgary; Hybrid; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Profit sharing

Flex days

RRSP contributions

Wellness benefits

Concierge-like benefits

Work from anywhere in Canada in the夏 4

Job summary

Doane Grant Thornton LLP seeks an Administrative Assistant, Tax to support tax practitioners and manage client files across Canada. The role involves assembling tax returns, coordinating communications with clients and agencies, and preparing invoices.

You’ll contribute to a collaborative team and adapt to a busy professional services environment. The ideal candidate has 3–5 years of admin experience, an administrative diploma, and strong MS Word, Excel and PowerPoint skills.

Qualifications

• 3–5 years of admin experience in a busy professional services environment.
• Diploma or certificate in administrative assistant program is an asset.
• Strong attention to detail and commitment to high-quality work.
• Ability to balance multiple priorities and deadlines.

Responsibilities

• Assist tax practitioners with managing dynamic growing practices.
• Contribute to team culture by improving work methods and relationships.
• Assist in assembling and filing personal, trust/estate, corporate tax returns (T1, T2, T3, T5013, etc.).
• Assist with corporate reorganizations, letters, and tax elections (T2027, T2054, T2057).
• Manage electronic and paper-based client files; file, fax, scan, photocopy.
• Coordinate and send/receive e-documents with clients via secure platforms.
• Prepare invoices and respond to client invoice queries.
• Facilitate liaising with clients, CRA, and other agencies.
• Proof documents, edit reports and correspondence for Partners/Managers.
• Prepare/edit reports, proposals, and marketing materials.
• Coordinate meetings, notes, and conference calls.
• Assist with staff meetings logistics and travel arrangements.
• Support practice management software and client management tools.

Skills

MS Word

Excel

PowerPoint

Verbal communication

Education

Administrative assistant diploma

Tools

CRM tools

Office suite

Job description

Who We Are

You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

As an Administrative Assistant, Tax you will have the opportunity to:

• Assist tax practitioners with managing their dynamic growing practices
• Contribute to the team culture by looking for ways to improve work methods and ensuring positive work relationships
• Assist in the assembly and filing of personal, trust/estate, corporate tax and partnership returns (T1, T2, T3, T5013, etc.) including collection of information, obtaining Partner approvals, and ensuring processes completion.
• Assist in the implementation of corporate reorganizations, including finalizing and sending recommendation letters, reporting letters, assembly and filing of tax elections (T2027, T2054, T2057, etc.), collection of information, obtaining Partner approvals, and ensuring processes completion.
• Manage electronic and paper-based client files; efficiently file, fax, scan and photocopy
• Sending & receiving e-documents to and from clients through various secure file transfer platforms
• Participate in training to stay current with changes in software and processes
• Prepare invoices to clients and communicate with clients on invoice queries
• Facilitate the direct liaising (verbal, written & otherwise) with current and potential clients; CRA and other governmental agencies; and other 3rd parties as required.
• Proof documents, prepare, and edit reports and correspondence on behalf of the Partners and Managers
• Prepare and edit reports, proposals, marketing materials, and other communications (strong proofing and formatting skills are essential)
• Arrange, participate in, and take notes at meetings and conference calls
• coordinate external/internal staff meetings, room bookings, meal/catering, technical equipment and reports/documentation
• Become positive contributor to wider Administrative Team (provide input when necessary, towards the proactive and evolution of administrative advancements in general for the firm)
• Support expense administration (practice management software), track contacts and prospects (client management software), and provide assistance on travel arrangements

Doane Grant Thornton

If you’re a bit like us, you’re driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts “we before me”, where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you’ll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that’s when the magic happens!

Want to learn more about who we are and how we live our purple every day? Read our colleagues’ stories at www.discoveryourpurple.ca

Think you’ve got what it takes to be an Administrative Assistant, Tax? Like the colour purple? Great. Here’s a few more boxes we’re also hoping you can tick:

• 3-5 years of administrative experience in a busy professional services environment; working with multiple projects and meeting (at times completing) tight deadlines.
• Diploma or certificate in administrative assistant program considered an asset
• High degree of attention to detail and commitment to high-quality work
• Demonstrated track record of working independently and collaboratively across various teams
• Strong initiative and eagerness to learn, with a continuous improvement mindset, and openness to feedback
• Business etiquette and a service-mindset
• Experience with CRM tools would be an asset
• Ability to balance multiple priorities, deadlines, and requests of multiple colleagues
• Strong multitasking, organizational and office administration skills
• Solid business acumen, pragmatism, and problem-solving skills
• Excellent verbal and written communication skills
• Significant knowledge and experience working with MS Word, Excel, and PowerPoint
• Must be willing to work overtime periodically (typically March – June)

At Doane Grant Thornton we’re focused on making a difference in the lives of our clients, our colleagues and our communities. That’s our purpose. Or, as we like to say, living our purple.

What’s in it for you?

• Profit sharing
• Flex days
• RRSP contributions
• Firmwide holiday closure
• Wellness benefits
• Concierge-like benefits
• Work from anywhere in Canada in the summer for 4 weeks
• and more!

Our special culture shines through when we have the opportunity to connect in person. That’s why we’re working in a model where teams are required to be together in the office 4 days per week.

Are you ready to Discover Your Purple?

Doane Grant Thornton is committed to employment equity, human rights and respectful workplace principles throughout the life cycle of employment, including at the recruitment and hiring stages. We welcome applications from members of all equity deserving groups, including persons with disabilities, women, racialized and/or Indigenous applicants. Should you require accommodation in relation to the recruitment process, please notify us by emailing and we will work with you to meet your accommodation needs.